Activity › Forums › Salesforce® Discussions › How to Create Quotes in Salesforce?

Tagged: , , ,

  • Jade

    Member
    February 12, 2019 at 6:18 am

    You can use the quote standard object in Salesforce and generate documents.

    Please let us know how do you want to automate the process.

  • Nazia

    Member
    May 15, 2019 at 7:26 am

    Yes I need to automate the process of quote generation is that possible.?

     

  • Achintya

    Member
    August 8, 2019 at 7:57 am

    Creating quotes shows the customers the prices of the products and services that are offered.

    1. Click New Quote on the Quotes related list on an opportunity. The Subtotal, Discount, Total Price and Grand Total fields show values from the opportunity.
    2. Complete the fields.
    3. Save your changes.

    A unique quote number is added.
    Products on the opportunity are copied to the quote as line items.
    The grand total is recalculated based on the taxes and shipping information that you entered.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos

Report

Harassment or bullying behavior
Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Mobile App Reported Contents
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .