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How to Create a Quote in Salesforce

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Stephen Jones

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Stephen Jones is a seasoned Customer Relationship Management (CRM) professional with over 7 years of experience in the field. Throughout his career, he has helped businesses of all sizes implement and optimize their CRM systems to drive sales growth, improve customer satisfaction, and streamline operations. Stephen is passionate about sharing his CRM expertise and insights through insightful blog posts and articles.

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Latest Update: Aug 21, 2024, 1:47 pm

Latest Update: Aug 21, 2024, 1:47 pm

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Quick introduction:

As a member of a sales team, have you ever wondered how to create a quote that will fast-track your sales? For this to turn into a reality, it is imperative to generate an error-free quote that establishes credibility and trust with your customers.

Generating quotes in Salesforce helps ensure that customers receive accurate information about pricing and services that your company has to offer. It also leads to smoother transactions and builds stronger relationships with them.

With Salesforce, you can associate a quote with an opportunity, or if needed you can also enable quote creation without a related opportunity. However, it is recommended to associate a quote with an opportunity that will let you manage quotes efficiently.

In this guide, we will walk you through the step-by-step process of generating a quote in Salesforce. So, let’s get started on the ins and outs of creating compelling quotes with Salesforce.

Step-by-Step Process on How to Create a Quote in Salesforce

Follow the steps provided below to create a quote in Salesforce that synchronizes with Opportunity.

Step 1

Before creating a quote, it is necessary to enable the quote feature in Setup. Follow these steps to enable the Quote function in Salesforce:

Login to your Salesforce account using your login credentials.
On the main page, go to the setup settings by clicking the gear icon in the top right corner and click Setup.Source: Personal Screenshot
Enter Quote in the Quick Find section.Source: Personal Screenshot
Depending on the Salesforce variant, select Quote Settings (Lightning Experience) or Quote Settings (Salesforce Classic).
Select the Enable option under Quote Settings.
To create a quote without associating it with any opportunity, select Create a Quote without a Related Opportunity (This is an optional step).
Select other optional settings from the list such as Standard, Marketing, Sales, or Customer Support Layout, depending on your business requirements.
Click the Save button, to save the quote settings.

Step 2

Once the Quote Settings are defined, follow these steps to create a Quote template:

Using the Quick Find search bar, locate Quote Templates.
Click the New Quote button to create a new quote template. Alternatively, use the existing default Standard Template.
Give a suitable name to the template under Name.
Drag and drop various features based on your requirements.
To preview the created template, click the Save and Preview option.
To activate this template, go to the Quote Template page and click Activate.

Benefits of Using a Quote in Salesforce

Generating quotes within Salesforce provides sales representatives with numerous advantages. Through Salesforce’s quoting feature, customers remain informed at every stage of the process, fostering trust and ultimately leading to enhanced overall revenue.

Reduced sales cycle time
Streamlined quote-to-sale process
Improved customer experience
Accurately generated quotes

Wrapping Up

In summary, incorporating quotes into the sales process is essential. With Salesforce’s user-friendly tools and useful features, crafting flawless quotes becomes a straightforward task, guaranteeing precision and adding a polished touch to your communication procedures.

Regardless of your experience level in sales, Salesforce’s capability to produce compelling quotes instills trust in your clientele and boosts conversion rates. Dive into the world of endless possibilities with Salesforce, and watch your sales soar to new heights.