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SilkQuote: Quote Builder & PDF Proposals for Salesforce
Frictionless Salesforce quoting for sales teams.
- Industries
- High TechManufacturingProfessional Services
- Business Need
- SalesProductivity
- Requires
- Sales Cloud
Branded quote PDFs from Opportunities, emailed from Salesforce, no full CPQ required.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- SilkQuote/ver 0.15.0 0.15.0
- Listed On
- 03/11/2026
- Latest Release
- 06/01/2026
- Supported 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.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged 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.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf 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: 9Custom Tabs: 7Custom Apps: 1
- Lightning Components
- Global: 9App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
SilkQuote is a native Salesforce CPQ and quoting solution for small and mid-size sales teams. Design branded proposals, generate PDF quotes, collect e-signatures, and close deals faster without leaving Salesforce. QUOTE TEMPLATES Build branded quote templates with a drag-and-drop editor. Dynamic field tokens pull live Opportunity, Account, and Product data. Conditional rules show or hide sections by deal context. Smart rules surface the right template automatically. PDF GENERATION Generate print-ready PDFs from any Opportunity in one click or via Salesforce Flow. Quotes are versioned and stored on the Opportunity with a stale indicator. E-SIGNATURE AND ACCEPTANCE Send prospects a branded link to review, sign, and accept their quote. No Salesforce login required. Responses log back to the Opportunity automatically. PRICING AND CPQ Extend pricing without touching managed code. Use a custom Apex pricing engine or JavaScript plugin hooks. Supports bundles, line item grouping, and subtotals. VALIDATION Configuration Validator detects issues before they reach reps. Native reporting and Approval Process compatible.
Need help?
SilkQuote
Documentation and setup guides available at silkquote.com. Free license covers product use. Expert implementation services available for teams who need hands-on setup.