Quotes in Salesforce represent the proposed prices of your company’s products and
services. You create a quote from an opportunity and
its products. Each opportunity can have multiple associated quotes, and any one of them can be
synced with the opportunity. When a quote and an opportunity are synced, any change to line
items in the quote syncs with products on the opportunity, and vice versa. Get an overview of
all your quotes on the Quotes tab. And if you’re using Lightning Experience, track sales activity in Path and stages
in Kanban.
Required Editions
| Available in: Salesforce Classic and Lightning
Experience |
| Available in: Performance and Developer Editions |
| In Sales, also available in: Professional, Enterprise, and
Unlimited Editions
|
| User Permissions
Needed |
| To view quotes: |
Read on Quotes |
| To create quotes: |
Create on Quotes |
| To add quote line items: |
Edit on Quotes
AND
Read on Products and Price Books
|
- Set Up Quotes
Make it easy for your sales reps to show your customers the prices of the products and services that your company offers.
- Enable Quote Creation Without a Related Opportunity
Sales reps can now fast-track deals by creating quotes without first creating an opportunity, speeding up delivering quotes to their customers for review. This feature allows sales departments who don’t use opportunities to use quoting.
- Set Up Quote Templates
Quote templates let you customize the way your sales reps quote your company’s products and services. Sales reps can select standard or customized quote templates from their quote records, generate quote PDFs, and email them to customers.
- Manage Your Quotes
Show your customers the prices of the products and services that you offer. Sync quotes and opportunities so your information stays up to date.
- Create and Email Quote PDFs
Provide quotes to your customers the easy way: via PDF. Create quote PDFs from a standard template or from your company’s design. Email quotes to your customers. Then delete quotes that you no longer need.
- Things to Know About Quote Templates
Review considerations and guidelines for working with quote templates.
- Things to Know About Quotes
Review considerations for working with quotes.
