AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

EaseQuotePDF

Automate Quote PDF Generation on Status Change.

Overview

This is an easy to install app for Salesforce CRM users, allowing them to generate quote document on One click submit of Quote.

1 of 5

  • User can configure on which status they want to automate PDF generation.

  • If the User has added new quote line items to existing quote, then app will notify them about generating a new quote document.

Currently salesforce doesn’t create a quote document automatically when a quote reaches a specific status. EaseQuotePDF helps you configure quote status on which you want to generate a quote document automatically. EaseQuotePDF provides user the ability to automate Quote PDF generation as per the status configured for automatic PDF generation.

Categories

Business Needs
Sales
Personas
Sales Representative / Manager
Other
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

More from Advanz101 Business Systems Inc

  • Patient Reported Outcome (PRO)
    by Advanz101 Business Systems Inc
    No Ratings
    This is an easy to install app for Salesforce CRM. Users can create patient assessment forms, send to multiple patients and then store and analyse the responses provided by patients.
    ProductivityCustomer Service

  • AccountMerge
    by Advanz101 Business Systems Inc
    An easy-to-install application for Salesforce CRM users to merge up to 5 duplicate or non-duplicate account/contact records in one go. It also has unique functionalities like record filtering and preview before the user clicks the merge button.
    ProductivityAdmin & Developer Tools

  • CaseAutoMail
    by Advanz101 Business Systems Inc
    No Ratings
    An easy to install app for Salesforce, where a user configures the Email Template with Case Type and Case Status from CaseAutomail’s Home section. Once a case is created with the configured fields, an email composed automatically using the email template
    Sales

  • SplitEase
    by Advanz101 Business Systems Inc
    An easy to install app for Salesforce CRM users, allowing them to manually Split Service Contract and shift needed Contract Line Items from Master Service Contract to New Service Contract.

  • Delivering Salesforce Consulting Services & Winning Trust for 15+ Years
    by Advanz101 Business Systems Inc
    A firm believer in “Together We Grow,” – ADVANZ101 offers exemplary Salesforce consulting services to our renowned global clients through its highly trained Salesforce experts. We offer Salesforce implementations services to clients across globe.

  • MoveEase
    by Advanz101 Business Systems Inc
    No Ratings
    This is an easy-to-install app for Salesforce CRM users, Sometimes we need to transfer the Asset record of one Account to another Account. So, using this app users can easily transfer one Account’s asset record to another Account by searching that account

  • AutoSplit
    by Advanz101 Business Systems Inc
    No Ratings
    This is an easy-to-install app for Salesforce CRM users allowing them to split Service Contract(s), and based on the Split Threshold limit (default:150 CLI), the Contract Line Items are shifted from Master Service Contract to the New Service Contract.
    ProductivityContract Management

  • S3 Connector
    by Advanz101 Business Systems Inc
    No Ratings
    An app for Salesforce CRM users enabling data management by seamlessly integrating Salesforce with Amazon S3 buckets. With effortless connectivity, users can easily add files from Salesforce to Amazon S3 and perform hassle-free deletions using call-outs.

  • PartEase
    by Advanz101 Business Systems Inc
    No Ratings
    This is an easy to install app for Salesforce CRM. Users can Partially Renew Service Contract by selecting the Contract Line Items available in same Account.

  • MergeEase
    by Advanz101 Business Systems Inc
    MergeEase is an easy to install app for Salesforce CRM users where they can select multiple service contracts from the same account and merge them with the selected master service contract.
    SalesContract Management