QuoteForge Pro
Salesforce Free QuoteForge Pro
Overview
Generate fully formatted Excel quotes with products, images, and signatures directly from Salesforce Opportunities.
See How QuoteForge Pro Works
One-Click Excel Quote Generation Generate professional, structured Excel quotation files directly from Salesforce Opportunities with a single click.
QuoteForge Pro is a powerful Salesforce-native quote generation app designed for businesses that need highly customized, professional Excel-based quotations. Built using Lightning Web Components (LWC) and Apex, QuoteForge Pro allows sales teams to generate structured, branded Excel quote documents directly from the Opportunity record. The app automatically pulls related products, pricing, images, and customer details, and applies advanced formatting to ensure consistency and accuracy. Key capabilities include: One-click Excel quote generation from Opportunities Support for product images embedded within Excel sheets Custom formatting (headers, sections, totals, taxes, branding) Signature inclusion for approvals and customer acceptance Fully configurable logic based on business rules Secure, Salesforce-native architecture QuoteForge Pro is ideal for organizations that require precise, visually rich, and auditable quote documents beyond standard PDF templates.
Categories
- Business Needs
- IT & AdministrationEcommerce
- Industries
- Horizontal ProductManufacturing
- Personas
- Administrator
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyManaged PackageLightning App Builder
