您在此处:
设置报价模板
报价模板可让您自定义销售代表对贵公司产品和服务进行报价的方法。销售代表可以从报价记录中选择标准或自定义报价模板、生成报价 PDF 并通过电子邮件向客户发送。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
报价模板可让您自定义销售代表对贵公司产品和服务进行报价的方法。销售代表可以从报价记录中选择标准或自定义报价模板、生成报价 PDF 并通过电子邮件向客户发送。
| 适用于:Salesforce Classic 和 Lightning Experience |
| 适用于:Performance 和 Developer Edition |
| 在销售中,也可用于:Professional、Enterprise 和 Unlimited Edition |

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.