Create and modify quotes and proposals in Enterprise Sales Management.
This feature is part of the Communications Cloud managed package.
- Create an Enterprise Quote (Managed Package)
To create an enterprise quote for an account in Enterprise Sales Management, start by going to an account. - Clone an Enterprise Quote with a New or Existing Opportunity (Managed Package)
Associate a cloned quote with a specific opportunity during the cloning process. You don’t need to manually link quotes after they are created, which ensures your data is organized for upsells or separate sales motions. - Create a Proposal in Enterprise Sales Management (Managed Package)
As you work on your enterprise quote, create a proposal to send to the customer for approval before you create an order. Use the Vlocity Document Template to create an manage your proposal templates.