| Anchor | ||||
|---|---|---|---|---|
|
Overview
| Excerpt |
|---|
In this section, you will find information about the process to communicate the quote, in particular:
|
Concerned profiles:
ALL
Table of content
| Table of Contents | ||||
|---|---|---|---|---|
|
Step By Step
PDF generation | |
|---|---|
| Open the quote and click on Generate PDF |  |
Common header for all PDF format
| |
Tabular format
| Detailed format
|
Other format : Tabular Landscape
Note that if a column is empty, it will not be displayed. | |
Quote PDF Document - LanguageThe PDF template is available in several languages. The language will be defaulted to the Primary Contact's language selected in the Quote. The available languages are the following: Bulgarian, Chinese simplified, Chinese traditional, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish & Thai. | |
Quote PDF Document - Terms & ConditionWhen you will generate the PDF, the terms and conditions will be attached. The terms and conditions attached are related to the region of the account and language selected for the template. | |
As you can see, there are no translation in all languages for every regional condition. If the contact language is not in this list for his region, then the General Terms and Conditions will be displayed in English.
For example, if the chosen region is NAM and the chosen language is French, then the PDF will be in French and the condition in English. | Quote PDF Document
|
File attachments | |
|---|---|
Other attachments are allowed before the email is sent. To do so, the user clicks on the “Attach File” button. |  |
You can choose to attach documents from your own computer or from Salesforce documents. The limitation of the combined files attached is 3 MB |  |
Manage Versioning | |
|---|---|
When the user saves the pdf as attachment, the system will save It with a new version name. You will find on this related list information such as the title of the document and when it has been created. |  |
Quote PDF Document – SendingIn order to send the Quote to the customer, the salesrep needs to make sure that a Contact is linked to it. You can also add other email addresses in the distribution list. Every user with the Read/Write access can send a Quote. | |
Related articles
- Quote creation from a Recurrent Business Opportunity.
- Quote Creation from a Growth Business Opportunity.
- Quote Mass Clone
- Quote Mass Update
- Quote Manual Sharing
- Quote Approval Process
- Quote Email Template creation
- Customer validation and Follow up
- Create a New Opportunity
- Clone an Existing Opportunity
- Definitions, Types of Opportunities & Process
Need help?
| Include Page | ||||
|---|---|---|---|---|
|