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Easy Pricing for Quote

Quote Line Term Pricing Calculation & Clone with Products in Lightning

Overview

*Must install Easy Pricing for Opportunity first* Easy Pricing for Quote is easy for admin to configure and customize. It is easy for end user to choose price book, add product, do quote line item pricing calculation and clone with products by fields.

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See How Easy Pricing for Quote Works

  • Admin can easily add & remove users, create field sets, visualforce pages & components, grant permissions, add components to page layout, create validation rules, workflows & processes, override & translate custom labels through the Configuration page.

  • Admin can easily create Pricing Formula with the standard Formula field in Pricing Formula object, and apply the Pricing Formula to Pricing Rule with Default Discount by Percent, Dollar, Rate and/or Volume Discount by Quantity, Term, Block, Tier.

  • End users can easily choose Price Book, add Product, select Pricing Rule, sort Product order, calculate Pricing Rule Total ($) and use Inline Edit, Mass Update, Mass Delete, Mass Clear and Mass Edit on Products, Clone with Products and sync Opportunity.

Easy Pricing for Quote is easy to configure and customize for Admin, through the Easy Pricing for Quote Configuration page, Admin can perform all configuration settings and get the app up and running in minutes. Easy Pricing for Quote is easy to use for End Users and Partners, through the Quote Line Item Easy Pricing page, Users can choose Price Book, add Product, select Pricing Rule, sort Product order, calculate Pricing Rule Total ($) and use Inline Edit, Mass Update, Mass Delete, Mass Clear, Mass Edit on Products, Clone Quote with Products by Selected Fields, Clone Quote with Opportunity and Sync Opportunity in Classic, Mobile, Lightning and Partner Community.

Categories

Business Needs
Sales
Quotes & Orders
Sales Intelligence
Personas
Administrator
Consultant
Sales Representative / Manager
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

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