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Manage Quotes in Agentforce Revenue Management
Run these configuration procedures to optimize the quote management lifecycle and document generation within Agentforce Revenue Management. Prioritize the setup of quote line item imports and opportunity synchronization to accelerate record creation while maintaining data alignment across your sales pipeline. By stabilizing these foundational dataflows, you make sure that complex elements like bundles and attributes transition accurately from preliminary offers to finalized orders.
Use advanced professional tools like the Document Builder and Einstein Generative AI to streamline proposal sharing and deal overviews. Configure automated order conversion. Segment quotes into multiple independent orders by using groups or specific fields. This segmented approach provides the flexibility required to manage complex fulfillment and billing needs. These integrated features help the sales teams to refine proposals efficiently and move from customer acceptance to draft orders with a single click.
- Quote Management Lifecyle
Sales representatives use quotes as preliminary offers to propose products and pricing to customers. This lifecycle involves discovering products, entering quote details, and managing revisions before converting a final proposal into an order. - Quote Line Item Imports
Importing quote line items from a CSV file accelerates the quoting process by eliminating manual data entry for large volumes of products. Agentforce Revenue Management uses Transaction Management components to process these imports, ensuring data consistency across multiple product types and currency models. - Document Builder for Quotes
Document Builder provides a professional document generation solution to create formatted documents that meet business and customer requirements. Adopting Document Builder helps you to build professional, customized, and dynamic quote documents. - Generate a Quote Document with Document Builder
Preview, generate, and email quote PDFs to serve your customers. Use this professional document generation solution to share details of work performed with your customers in real-time. - Create a Quote Template with Document Builder
Design a template that defines how information appears on your quote documents. Use this template to generate customized quotes for your customers. - Capture Signatures on Web and Mobile App
Streamline your approval process by capturing digital signatures in Document Builder. Whether in the office or in the field, make sure that quotes are legally binding and professional by adding a signature to your PDFs.
