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Create Opportunity & Quote by Vicasso

Create Opportunities and Quotes in one step

Overview

In one step: - create an Opportunity, Contact Role and Quote - complete key fields on both Opportunity and Quote - sync the Opportunity and Quote

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  • Reduces clicks needed to create Opportunities and Quotes

  • Encourages adoption and data capture

  • Complements Rapid Products

Create Opportunity & Quote accelerates the creation of Opportunities and Quotes while improving data quality. This widget takes an otherwise "clicky" process and streamlines many steps into one Visualforce page. Includes multi-currency support. Installation and configuration is simple. 1. Install the package (Grant Access to All Users) 2. Add the Create Opportunity & Quote button or Override the Existing Button 3. Optionally configure the field sets for Opportunity and Quote to include desired fields Create Opportunity & Quote is a free app for Salesforce brought to you by the development labs at Vicasso. For more free apps, visit https://www.vicasso.com/products/apps. Internet Creations is now Vicasso

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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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