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EaseQuotePDF

By Advanz101 Business Systems Inc

Automate Quote PDF Generation on Status Change.

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Free  

Never requires payment

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Business Need
Sales
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Before Installing EaseQuotePDF from appexchange, please enable Quote in your Salesforce Org. Follow this help article from Salesforce to enable Quotes https://help.salesforce.com/s/articleView?id=sf.quotes_enable.htm&language=en_US&type=5

App Details

Version
EaseQuotePDF/Summer 2023 1.1.0
Listed On
09/15/2023
Latest Release
09/15/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/06/2023

Additional Details

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.

Need help?

Advanz101 Business Systems Inc

San Jose, CA, USA

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