SilkQuote: Quote Builder & PDF Proposals for Salesforce
Frictionless Salesforce quoting for sales teams.
Overview
Branded quote PDFs from Opportunities, emailed from Salesforce, no full CPQ required.
Branded Quote Templates & PDF Proposals Create polished, customer-ready quote PDFs and proposals with a flexible template builder inside Salesforce.
Generate Quotes from Opportunities Turn Salesforce Opportunity and product data into accurate quote PDFs without manually copying data into Word, spreadsheets, or external tools.
Branded Email Delivery Send quote emails directly from the Opportunity using branded email templates, with quote activity connected to the deal.
Quote Version History Store every generated and sent quote version on the Opportunity so reps always know what the customer received.
Fast Admin Setup Launch quickly with ready-to-use templates, simple branding controls, guided setup, and no full CPQ implementation required.
Quote Tracking & Stale Quote Alerts Track quote status and help reps identify when a quote may need to be regenerated after deal or product changes.
Optional Quote Guardrails Add simple bundles, discount controls, validation rules, and pricing checks when your team needs more structure than standard Salesforce quoting.
Optional Buyer Quote Link & Online Acceptance Give prospects a secure link to review and accept a quote online, with no Salesforce login required.
Optional Buyer Comments & Shared Resources Let buyers ask questions and access supporting materials like documents, videos, and links during the quote review process.
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.
Categories
- Business Needs
- SalesProductivity
- Industries
- High TechManufacturingProfessional Services
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- 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