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How to Create Quotes in Salesforce?
I need to create the Quote in salesforce, & need to automate the process
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3 Replies
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You can use the quote standard object in Salesforce and generate documents.
Please let us know how do you want to automate the process.
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Yes I need to automate the process of quote generation is that possible.?
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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.
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