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Quotes in Salesforce

Quotes in Salesforce

What You’ll Learn

What is Quotes in Salesforce?What is Quotes in Salesforce?

How to create and manage Quotes in Salesforce?How to create and manage Quotes in Salesforce?

How Quote syncing work?How Quote syncing work?

What Is Quotes In Salesforce?

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.

How To Create And Manage Quotes In Salesforce?

Create quotes to show your customers the prices of the products and services that you offer. Create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices. Then add and sort products as needed to keep your quotes up to date.

Note: Whatever is present in opportunity line items gets automatically copied into the quote line item.

How Quote Syncing Work?

Quote syncing lets you link a quote line item to the opportunity line item that it was created from and synchronize all updates between the two records. An opportunity can have multiple quotes, but it can sync with only one quote at a time.

Considerations For Creating Quote Templates:

  1. Quote PDFs don’t support right-to-left languages. The text aligns with the left side of the page.

  2. Text formatting isn’t available in the Text/Image Field for Unicode languages such as Arabic and Japanese.

  3. Advanced Currency Management isn’t available with quotes.

  4. The maximum number of characters that you can use in the quotes template Text/Image Field is 32,000. This number includes the hidden HTML characters that are used to format text.

  5. Quote PDFs appear in both the Quote PDFs related list and the Notes & Attachments related list.

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