From your user drop-down in the top right corner, go to Administration > Integrations > Salesforce > Edit. In the Manage Features section, click on the Quote Settings tab. From the Quote Settings menu, check Create Quote Pages. Fill out the Quote Section Title field.
Table of Contents
How do I create a set of quotes in Salesforce?
Your reps have the flexibility to create a set of quotes that show different combinations of products, discounts, and quantities. That way, your customers can compare prices. First things first, though. Our Salesforce admin, Maria, enables Quotes. Here’s how. From Setup, Maria enters Quote in the Quick Find box, then selects Quote Settings.
How do I create custom template content in Salesforce CPQ?
Your Salesforce CPQ-enabled org comes preloaded with some template content, but let’s create your own personalized content to display contact information. You start by navigating to the Template Content tab. In the navigation bar, click Template Content. Click New. Choose HTML as the type of content.
How do I enable the quotes related list?
Here’s how. From Setup, Maria enters Quote in the Quick Find box, then selects Quote Settings. She then selects Enable. Maria selects the page layout on which she wants the Quotes related list to appear, and then saves her work. Our sales rep, Lance, continues to work an opportunity.
How do I display contact information in my Salesforce CPQ-enabled Org?
Your Salesforce CPQ-enabled org comes preloaded with some template content, but let’s create your own personalized content to display contact information. You start by navigating to the Template Content tab.
How do I customize a quote in salesforce?
From Setup, enter Templates in the Quick Find box, then select Quote Templates (Lightning Experience) or Templates under Quotes (Salesforce Classic). Click New, and then select a template, such as Standard Template , on which to base your new template. Give your new template a name, and then click Save.
How do I customize a salesforce quote template?
Modifying Quote Template in salesforce : In this salesforce tutorial we are going to learn how to modify a quote template in salesforce. salesforce.com provides us an easy way to generate quotes in PDF format. … Select Save.Select Templates.Select Edit.Select OK. Now Finally select Save the settings.
How do I create a quote template in Salesforce CPQ?
CPQ Template Content. Create template content to store specific data or text to insert into your quote sections.Create Template Sections. Use sections to position and style template content for your quote document.Template Line Columns. … Line Item Print Options. … Add Company Logos to Quote Templates. … CPQ Document Fonts.
How do I create a quoted object in salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
How do you set up a quote template?
How to Create a Quote in 5 Easy StepsAn itemized list of goods and/or services requested by the client or customer.Prices for each item including labor costs, taxes, and discounts.Disclaimers on the scope of the product or project.Company branding in the form of a logo or letterhead.
How do you write a quote in CPQ?
Navigate to an Opportunity. Click New Quote. Verify that the layout is accurate and the predefined field values (‘Account’, ‘Opportunity’ ‘Sales Rep’, ‘Primary’, etc) have been set. Create the Quote and click Save.
How do you create a quote document?
Select a Template. Creating winning quotes is a learning process. … Add Client Information. Make sure you include who the quote is for. … Enter the Quote Number. … Include a Date of Issue. … Enter Products or Services. … Add Terms and Conditions. … Include Notes. … Add Optional Details.
What is template content in CPQ?
Your template content can store fields that show field values from different objects. These merge fields are automatically updated in your content when the referenced field is updated on the other object. This process is useful if you want template content to reflect changes made elsewhere in your org. CPQ Quote Terms.
How do I create a quote PDF in Salesforce?
Create a Quote PDF by Selecting a TemplateDo one of the following. If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list. … Generate a preview by clicking Create PDF.Save the PDF to the Quote PDFs related list by clicking Save to Quote.
Is there a quote object in Salesforce?
Salesforce offers a Quote Object which is a record showing proposed prices for products and services. Quotes can be created from and synced with SalesForce Opportunities and emailed as PDFs to customers.
Can we create a quote without opportunity in Salesforce?
By default, Quote has master-detail relationship with Opportunity . So, a quote cannot exist without a parent opportunity.
What is quote line item in Salesforce?
Quote is a layer that displays opportunities and opportunities items. By presentation layer, I mean the ability to produce a well-formatted PDF. There’s also a template that’s similar to a page layout editor that we’ll go through in a separate section on how to arrange the details to present back to your client.
Introduction to Salesforce
Salesforce is a Subscription-Based Software as a Service (SaaS) Offering for Customer Relationship Management. It helps Organizations manage the whole Customer Sales Pipeline from acquiring Leads, grooming them to converting and servicing them.
Understanding Salesforce Quote Object
Objects are Salesforce’s way of storing your Organization’s Data. A Salesforce Quote Object denotes a Customer’s Sales Quotes. A Sales Quote is a formal offer of your Products or Services to a particular Customer Detailing.
Creating and Managing Salesforce Quote Object
Working with Salesforce Quote Object starts with enabling the Quote Object for the required Page Layout. We will begin by enabling it for the Opportunity Layout.
Conclusion
Salesforce Quote Object is a critical step in converting an opportunity to a Customer. The ability to define Templates and send the Quotes directly from the Opportunity Objects makes the whole process of Customer Interaction very smooth.
Why do companies use Salesforce?
Salesforce helps your reps create, track, and manage the contracts they deliver for their accounts and opportunities. Reps track contracts through your company’s approval process. And they can use workflow alerts to remind them about contract renewals.
What happens when Lance syncs the quote?
That way, Lance isn’t at risk of having discrepancies between the line items in his quote and the products in his opportunity.
Can Lance send multiple quotes?
He’s done for now, but he can later choose to add more line items to the quote. Lance plans to send multiple quotes to his customer. After he and his customer agree on a specific quote, Lance is ready to sync the quote. When he syncs the quote, its line items appear as the opportunity’s products.
Learning Objectives
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After completing this unit, you’ll be able to: 1. Create template content that includes tables and text. 2. Merge data from the quote and related records into template content. 3. Assemble a quote template using template sections. 4. Describe how HTML contributes to template content.
The Building Blocks of Templates
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The basic quote template you created in the last unit does a decent job of sharing quote details with the customer in a consistent manner. However, it has some significant limitations. For example, you can’t change the structure of the document. The layout is always the same, and it lacks parts of a typical proposal such as a cover page. Most businesses want more control over …
Create Content with An Html Editor
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Your Salesforce CPQ-enabled org comes preloaded with some template content, but let’s create your own personalized content to display contact information. You start by navigating to the Template Content tab. 1. In the navigation bar, click Template Content. 2. Click New. 3. Choose HTML as the type of content. Later you learn what the other types of…
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Add Styling to Html
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If you followed the steps above, you now have a workable piece of template content. However, in its current state it’s going to look a little boring. Basically black and white, with no borders or shading. Before we associate your new template content with your quote template, let’s give your contact details some style, literally, using HTML styling tags. A few simple changes to the HTM…
Add Template Content to A Template
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OK, you have a beautiful piece of template content, but the question still remains: How does CPQ know which pieces of template content to use for your proposal, and in what order? The answer is Template Section records. Template sections are related to a quote template, each pointing to a piece of template content. Each section has a Display Order field used to sequence the templat…
Resources
- Salesforce Help: Merge Fields
- Salesforce Help: Supported HTML Tags for Template Content