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Access Your Completed Quotes with the Your Account App

Access Your Completed Quotes with the Your Account App

You can review and download your completed quotes using the Completed Quotes tab available on the updated Contract Details page in Your Account.

Required Editions

Available in: Starter, Pro Suite, Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To manage, update, and approve quotes: Manage Billing permission or Your Account App Admin permission set
  1. Log in to Your Account and select Go To Contracts.
  2. Select a contract.
  3. To view a completed quote, click the Completed Quote tab and the quote number.
    Access completed quotes on the Salesforce Contract page
  4. To download a PDF of a completed quote, click Download.
    Download quote
 
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