Salesforce Custom Quotes – Quote Management Simplified
Benedict Tadman
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Benedict Tadman
Passionate to help Thought Leaders & IT Visionaries to realize their Software Vision | I translate Business needs into Technology solutions | 15+ years of experience in providing IT Solutions and Services | Proud Dad
What is a ‘Quote’ in Salesforce Context?
The term "Quote" is a document that specifically refers to the “bid price” of a company’s predetermined set of products or services, its quantity, delivery date, and other details, generally created by a sales representative.
Salesforce
The cloud-based, customizable CRM is an enterprise solution that provides businesses a highly interactive task management interface that enables you to build a lasting relationship with clients. One such task is creating and managing price quotations.
Why Do You Need Quotes?
- You generate quotes to show your customers the price of your products and services.
- You create a variety of different types of quotes for your variable product line.
- Salesforce also offers a range of custom quote templates so that our sales reps can generate and send accurate codes.
How Quotes Benefit Businesses
Your sales representative can instantly create and send sophisticated quotes. Using Salesforce custom quote feature, you can build lasting relationships with your clients.
Here’s how Salesforce empowers you:
- Create custom quotes with advanced formatting options
- Automate quote creation and delivery
- Integrate attractive signature designs
- Exercise total control over data mapping
- Eliminate quoting errors
- Incorporate tables, charts, watermarks, global currencies, custom fonts