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?

Generate Orders from Quotes

Helps end users to generate orders from a quote.

Overview

This application focuses on end-users, and it helps them to generate orders from a quote through a button, visually and easily.

1 of 1

  • Generate an order from a previously captured quote.

  • Add messages to improve the user experience that generates the order.

  • Easy customization and implementation.

This application focuses on end users, helps them generate an order from a quote with products. Using this application, the end user only captures the information in the quote once, and with a button can convert to an order. The admin user has the possibility to add the business validations, additional fields, as well as messages to guide the user in any error.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

More from VISEO

  • Professional Service Hours Quote
    by VISEO
    No Ratings
    Do you need quotes based on professional hours? The Professional Service Hours Quote component could be your best option if you need quotes not related to any record, basically a quick start. In only one view get the profit margin, cost and total.
    Productivity

  • Images for Salesforce
    by VISEO
    Images for Salesforce helps you go Mobile & Social. Capture evidence as pictures or video of your leads, account, opportunities, cases and campaigns. Upload them into Salesforce in simple steps. Make the iPhone and iPad your best sales tool through Images
    Productivity

  • Identify Email Response in a Closed Case
    by VISEO
    No Ratings
    This functionality will allow you to identify email responses received in cases that have already been closed.

  • VISEO
    by VISEO
    VISEO supports companies in all sectors in the operational implementation of their customer-centric digital revolution thanks to the power of the Salesforce platform.

  • Replicate Account Address to Contacts
    by VISEO
    No Ratings
    Users change Accounts' addresses but most often forget to update Contacts' addresses as well. This customizable flow will allow you to replicate an Account's Billing Address to the Account's related Contacts' Mailing Address, on your own terms

  • Case + File Upload
    by VISEO
    No Ratings
    This application focuses on end-users, enabling them the functionality of creating cases and attaching files without switching screens in a single transaction.