Generate branded Excel quotations from Salesforce Opportunities.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYCommerce
UPDATED ON MARKETPLACE
QuoteForge Pro — screenshot from the Salesforce AppExchange listing

What it does

Generates structured Excel quotation files from Salesforce Opportunity records. The app pulls related products, pricing, images, and customer details into the document. It supports formatted headers, sections, totals, taxes, branding, and signatures for approvals or customer acceptance. Business rules can be configured for quote generation.

Key capabilities

from the Salesforce AppExchange listing

Excel quote generation

Creates structured Excel quotation files from Salesforce Opportunities with one click.

Opportunity data retrieval

Pulls related products, pricing, images, and customer details into quote documents.

Product image embedding

Places product images within Excel quote sheets.

Quote formatting

Supports headers, sections, totals, taxes, and branding in generated quotations.

Signature inclusion

Adds signatures for approvals and customer acceptance.

Configurable business logic

Allows quote generation logic to be configured according to business rules.

Use cases

  • Sales teams can generate customized Excel quotations directly from Opportunity records.
  • Organizations can include signatures in quote documents for approval and customer acceptance.

Who it's for

Sales teams and organizations that require customized Excel quote documents.

In the catalog

99 plugins in Salesforce Platform · Commerce

Price distribution: 29 free, 20 freemium, 50 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«QuoteForge Pro is a powerful Salesforce-native quote generation app designed for businesses that need highly customized, professional Excel-based quotations. Built using Lightning Web Components (LWC) and Apex, QuoteForge Pro allows sales teams to generate structured, branded Excel quote documents directly from the …»

Official marketplace listing

Publisher
Oddeven Infotech LLC
Updated on marketplace
Facts verified