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Quote Generate/Sync Order
by BoonPlusSalesforceFree
Generate Salesforce Orders from Quotes and transfer Quote Line Item data to Order Products.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Quote Generate/Sync Order gives administrators a configuration page for setting up and customizing the app. End users and partners can create an Order from a Quote and transfer its line-item data to the related Order Products through a page-layout button or checkbox. These functions are available in Classic, Mobile, Lightning, and Partner Community. Administrators can manage users, permissions, Visualforce pages and components, page-layout components, and custom labels, and can set up automation with workflow rules, Process Builder, or flows.
Key capabilities
from the Salesforce AppExchange listingQuote order creation
Users and partners can create an Order from a Quote with a page-layout button or checkbox.
Line-item transfer
The app transfers Quote Line Item data to the related Order Products.
App configuration
Administrators can set configuration settings from the Quote Generate/Sync Order Configuration page.
User permissions
Administrators can add or remove users and grant permissions.
Page customization
Administrators can create Visualforce pages and components and place components on page layouts.
Label management
Administrators can override and translate custom labels.
Process automation
Administrators can configure automation through workflow rules, Process Builder, or flows.
Who it's for
Administrators, end users, and partners using Salesforce Platform.
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
«Quote Generate/Sync Order is easy to configure and customize for Admin, through the Quote Generate/Sync Order Configuration page, Admin can perform all configuration settings and get the app up and running in minutes. Quote Generate/Sync Order is easy to use for End Users and Partners, through the button or checkbox …»