You add all three products together, that Quote is for $130,000. Quote one has three products, one product at $100,000 one at $10,000 one at $20,000.
It’s attached to a company.įrom there I’ve got Quote one and Quote two. Our little blue coin icon represents our Opportunitiy in our org. You can keep old versions of your Quotes that you’ve PDFd as attachments against the Quote module.Ī little abstract, I’m going to slide to this side of the board and I’m going to give you maybe a visual representation of why Quotes might be advantageous to your sales organization. We’ve had a couple of versions go back and forth. This is really helpful if you’re sending lots of Quotes back and forth and someone says “Yeah I’m ready to buy.” You can ask the question which Quote are we talking about, 237 or 238. It auto generates a number every time you create a Quote, kind of like Cases auto generates a Case Number. You can email it to your Contact straight from the Quote. You can save it as an attachment against the Quote. And, there’s a template kind of like a page layout editor that we’ll cover in a different segment of how you can organize the information to present back to your client.
#SALESFORCE SYNC QUOTE GRANDTOTAL NOT TOTALPRICE PDF#
By a presentation layer I mean you can creates a PDF that’s very nice and formatted. Quotes is really a presentation layer of Opportunitiies and Opportunitiy Products. What are my options? Show me some choices.” Show it to me if I do the onsite training. They might say “Yeah, I’m interested in this, but show it to me, maybe if I buy the extended warranty. Why use Quotes? What happens when you have an Opportunitiy, people want to see options. It’s a presentation layer of Opportunitiies, so let’s get into it and talk a little bit more about that. The subject for this episode is Quotes or quoting. I’m Shell Black, your host, president and founder of, and Salesforce MVP. Welcome to another episode of ShellBlack Whiteboard, where we help you get the most out of the Salesforce platform. Quotes Part 2 – Template Design and Limitations.Finally he shows how Tax and Shipping amounts are applied to a Quote to create your Grand Total. Shell then walks through adding Quote Line Items (Products) to a Quote and how discounts are applied and calculated. He then covers the standard fields available on Quotes and suggests some possible custom fields. Shell covers the data relationships involved between Quotes, Opportunities and Products, how you can have multiple versions of a Quote against a single Opportunity, and what it means to “Sync” a Quote. Quotes can be thought of as a “presentation layer” of an Opportunity in that a User can create a PDF of the Quote and email it to a Contact straight from Salesforce. In this episode of ShellBlack Whiteboard we look at Quotes and how they are used in conjunction with Opportunities and Products.
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