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Manage Quotes in Large Account Sales Management
Quotes 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.
Large Account Sales Management quotes use the standard Salesforce record page layout to display all the information about quotes. You can also perform standard operations on quotes such as configuring quotes, syncing, generating PDFs of quotes, and so on. To learn more about Salesforce quotes and how to manage them, see Quotes.
Additionally, Large Account Sales Management application also supports multi-site order capture. This feature groups individual locations, service accounts, or subscribers, and then generates quotes and orders by applying the same product configuration to each group member. To learn more about multi-site quotes and orders, see Multi-Site Quote and Order Capture.
- View Quote Details for Energy & Utilities
You can view quote details in a number of ways.
