Enhanced Product Schedules: Customizable Grid for Quantity & Revenue Scheduling
Edit Salesforce Product Quantity and Revenue Schedules in a customizable grid.
Foglight Solutions, Inc.Paid
Quicker Quotes
by Salesforce LabsSalesforceFree
Create standard Salesforce quotes from accounts, contacts, opportunities, or a global action using a Salesforce Flow.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Quicker Quotes uses a Salesforce Flow to create or connect the records needed for a quote, including accounts, contacts, opportunities, line items, and a PDF quote document. A table lets users enter products, quantities, and discounts. Setup involves adding Lightning Actions to layouts and running the Flow to record defaults. The Flow runs in Lightning Experience and the Salesforce app for iPad, while admins can copy and modify it with extra fields, record types, custom objects, or approval processes.
Key capabilities
from the Salesforce AppExchange listingQuote record workflow
The Flow creates or connects the Salesforce records required for a quote and its PDF document.
Multiple launch points
The workflow can start from an account, contact, opportunity, or global action.
Product entry table
A custom table supports entry of products, quantities, and discounts.
Flow customization
Admins can copy the core Flow and extend it with record types, fields, custom objects, or approval processes.
Lightning and iPad access
The Flow runs in Lightning Experience and the Salesforce app for iPad.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«This package provides an easy to configure solution for creating a standard Salesforce quote in as few clicks as possible. Launchable from an account, contact, or opportunity, or as a global action. Central to the package is a Salesforce Flow that automatically creates or links all the required objects - Account …»