5 Minute Friday

Salesforce Quotes - A Hidden Gem

[fusion_builder_container hundred_percent="yes" overflow="visible"][fusion_builder_row][fusion_builder_column type="1_1" background_position="left top" background_color="" border_size="" border_color="" border_style="solid" spacing="yes" background_image="" background_repeat="no-repeat" padding="" margin_top="0px" margin_bottom="0px" class="" id="" animation_type="" animation_speed="0.3" animation_direction="left" hide_on_mobile="no" center_content="no" min_height="none"] Source: http://bit.ly/1paWPim An opportunity often requires several iterations to close, and each of those iterations can involved different pricing structures.  Salesforce created Quotes as a way to manage these iterations, save them as PDF's and even email them to a contact.  The real beauty of quotes is that they copy the OLI's (opportunity line items) of the opportunity at creation and create Quote Line Items (derived from the Opportunity Line Items).  There are some custom apps available around this functionality.  Custom Quote Sync can be used to enhance the functionality and sync OLI's to QLI's as well as Opportunity custom fields and Quote custom fields.

As always, do the community a favor and review AppExchange apps!

Here's how Salesforce introduces quotes in the help text:

A quote is a record showing proposed prices for 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 will sync with products on the opportunity, and vice versa.

When your quote is complete, you can generate a PDF and email it to your customer. Quote PDFs are based on templates. We offer a standard template, and you can also create your own.

This is also the only place that a PDF template can be created using the page layout editor.  It draws from Contact, Account, Opportunity, Quote, and can list Quote Line Items with the usual options of selecting which fields are used as columns.

Use cases: Invoices, Work Orders, Change Orders,  Estimates, Packing Lists

Anyone else use quotes?

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