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Quicker Quotes

By Salesforce Labs

Streamline simple quoting in Salesforce

Free  

Never requires payment

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Business Need
Sales
Productivity
Quotes & Orders
Requires
Sales Cloud

This package provides an easy to configure solution for creating a standard Salesforce quote (and all it's related objects) in as few clicks as possible. Launchable from an account, contact, or opportunity, or as a global action.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Requires Quoting to be turned on. Professional Edition has partial support only.

App Details

Version
Quicker Quotes/AppExchange 1.13.0
Listed On
01/29/2024
Latest Release
05/28/2024
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.
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.
No Limits
Lightning Ready
Multiple Currencies
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: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
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.
1.10.0
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.
01/24/2024

Additional Details

This package provides an easy to configure solution for creating a standard Salesforce quote in as few clicks as possible. Launchable from an account, contact, or opportunity, or as a global action. Central to the package is a Salesforce Flow that automatically creates or links all the required objects - Account, Contact, Opportunity, Quote, Line Items, and Quote Document (PDF). The flow also includes a custom datatable to streamline product/quantity/discount entry. Set up is quick, just add the installed Lightning Actions to your layouts and run the flow once to capture some defaults. This flow works in Lightning Experience and the Salesforce App on iPad - but not on phones... yet. Admins can save their own copy of the core flow, allowing it to be easily extended. eg. to set record types, add additional fields, create custom objects, or trigger approval processes.

Need help?

Salesforce Labs

San Francisco, CA, USA

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