Quote management
A quote is fundamentally a record displaying projected prices for any product or service. When you add a product into an opportunity, it will automatically link your quote with the product and allow you to generate and e-mail the quote PDF to the customers. You can have multiple quotes linked to an opportunity, but only one of them can be synced with the opportunity. Only the products associated with that quote and opportunity are synchronized with each other.
Quote-to-cash life cycle
Quotation is a very important part for any business. You can either use AppExchange apps to automate quote-to-cash processes or use the traditional manual method for it. The following diagram shows the standard quote-to-cash process:
Quote-to-cash represents end-to-end business processes on the sell side either product or service configuration.
Pricing: It starts from product pricing, that is, how much discount the sales team is planning to offer. Do you have any special promotional rates for...
