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Quote Editor by Balink

Transforming the way you work with Salesforce standard Quotes

Overview

See How Quote Editor by Balink Works

  • Smart product search and selection: run several searches in one iteration

  • Rich quote calibration grid with spreadsheet like capabilities

  • Advanced Quote Template module to fully customize your quote printout

Balink's Quote Editor helps transform the Salesforce standard Quote into a highly effective tool for making quotations out of Salesforce. It starts with an improved product search and selection module which allows to conduct as many product searches as needed without losing previous selections, all in a single iteration. It then continues with a smooth and styled items calibration grid, which features the ability to breakdown your proposal into quote Sections, drag and drop items, quote margins calculations all executed on the page in spreadsheet like manner. Then there is the Quote Template module, with state of the art editing capabilities, CSS and Html included, to achieve exactly the PDF quote print look and feel you wish your customers will get. Finally, the product search and selections as well as the grid calibration modules are fully customizable: add more pre-defined product filter, or modify the columns headers of the product search or quote grid pages with simple mouse clicks. Quote Editor is fully embedded within Salesforce Quotes so that all quote synching and quote standard fields are supported.

Categories

Business Needs
Quotes & Orders
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from Balink, Inc.

  • by Balink, Inc.
    BALINK is a Platinum Partner of Salesforce. We specialize in consulting over 11 years with over 500 successful projects with a professional team of over 90 talented employees We lead companies interested to maximize profits and increase sales