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Set Up and Maintain Your Salesforce Organization

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Set Up and Maintain Your Salesforce Organization

Manage Your Quotes with the Your Account App

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Manage Your Quotes with the Your Account App

You can manage quotes and complete your purchase using the Pending Quotes tab on the Salesforce Contract page. Review and sign, approve, and place your order using Your Account.

Required Editions

Available in: Starter, Pro Suite, Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To manage, update, and approve quotes:	Manage Billing permission or Your Account App Admin permission set

Log in to Your Account and select Go To Contracts.
Select a contract.
Click the Pending Quotes tab, and then click the quote hyperlink, or select View Quotes if the ”Quotes need your attention” banner is shown.
Review your draft quote.
To open a new browser tab for a signature, select Sign Now. To receive a link in your email to place your order, select Sign Later.
Recent quotes that were signed or approved show Processing as the status in the Pending Quotes tab until the order is completed.
If you’re paying by credit card, use the Open Quote button or the hyperlink to open and approve the quote. Select the terms and conditions checkbox and save.