Quotes and Quote Line Items

In this section, we will look at the capabilities of Sales Cloud for creating, managing, and sending quotes to customers as well as highlight some practical considerations.

Sales Cloud capabilities

In the Customer 360 platform, potential and completed sales are captured as Opportunities. However, during the course of the sales process, multiple product and service solutions might be discussed or recommended as the overall need is understood or requirements change. The information captured on the Opportunity needs to represent the salesperson’s current understanding of what will be purchased for forecasting purposes. While it is possible for the person to change the Opportunity Products to get different price combinations, this approach means there is no record of the different combinations discussed, and there will be additional manual work if the product combination needs to be reverted.

The Quotes functionality allows multiple Quotes to...