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从合同生成报价或订单
使用基于合同的定价,从有效合同创建报价或订单,以便在新交易中包括商定的合同价格。销售代表使用现有的基于合同的定价来确保特定客户的财务准确性。

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使用基于合同的定价,从有效合同创建报价或订单,以便在新交易中包括商定的合同价格。销售代表使用现有的基于合同的定价来确保特定客户的财务准确性。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 要使用合同定价: | Salesforce 定价设计时间用户 |
| 创建报价: | 对报价拥有创建权限 |
生成直接从有效合同继承协商定价的新交易记录。

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