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            Quotes

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            Quotes

            Quotes in Salesforce 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. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa. Get an overview of all your quotes on the Quotes tab. And if you’re using Lightning Experience, track sales activity in Path and stages in Kanban.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Performance and Developer Editions
            In Sales, also available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To view quotes: Read on Quotes
            To create quotes: Create on Quotes
            To add quote line items:

            Edit on Quotes

            AND

            Read on Products and Price Books
            • Set Up Quotes
              Make it easy for your sales reps to show your customers the prices of the products and services that your company offers.
            • Enable Quote Creation Without a Related Opportunity
              Sales reps can now fast-track deals by creating quotes without first creating an opportunity, speeding up delivering quotes to their customers for review. This feature allows sales departments who don’t use opportunities to use quoting.
            • Set Up Quote Templates
              Quote templates let you customize the way your sales reps quote your company’s products and services. Sales reps can select standard or customized quote templates from their quote records, generate quote PDFs, and email them to customers.
            • Manage Your Quotes
              Show your customers the prices of the products and services that you offer. Sync quotes and opportunities so your information stays up to date.
            • Create and Email Quote PDFs
              Provide quotes to your customers the easy way: via PDF. Create quote PDFs from a standard template or from your company’s design. Email quotes to your customers. Then delete quotes that you no longer need.
            • Things to Know About Quote Templates
              Review considerations and guidelines for working with quote templates.
            • Things to Know About Quotes
              Review considerations for working with quotes.
             
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