Configure Quote Templates and Track Contracts
- Explain how quote templates help sales reps efficiently prepare quotes for customers.
- Set up quote templates.
- Create contracts.
As your sales reps work their deals, they prepare quotes for customers. Quotes show your customers the prices of the products and services your company offers.
Your reps have the flexibility to create a set of quotes that show different combinations of products, discounts, and quantities. That way, your customers can compare prices.
First things first, though. Our Salesforce admin, Maria, enables Quotes. Here’s how.
- From Setup, Maria enters Quote in the Quick Find box, then selects Quotes Settings.
- She then selects Enable.
- Maria selects the page layout on which she wants the Quotes related list to appear, and then saves her work.
Our sales rep, Lance, continues to work an opportunity. He set the opportunity’s stage to Proposal/Price Quote. So now he’s ready to get a quote to his customer at Dickenson PLC. Let’s look at how he prepares the quote.
Create a Quote
- From the opportunity, he starts a new quote.
- He enters specifics for the quote.
- Lance saves his work, and then the new quote appears.
At this point, he selects the quote, and he sees that the product from the opportunity appears as a line item. Lance can add other products as line items if he wants to.
He’s done for now, but he can later choose to add more line items to the quote.
- Lance plans to send multiple quotes to his customer. After he and his customer agree
on a specific quote, Lance is ready to sync the quote. When he syncs the quote, its line
items appear as the opportunity’s products. That way, Lance isn’t at risk of having
discrepancies between the line items in his quote and the products in his
You learned how sales reps create quotes. Now it’s time to see what happens with those quotes afterward. It involves you, so read on!
Your sales reps generate PDF files for the quotes they send to their customers. Salesforce includes a standard template, but sometimes your reps want to generate quote PDF files with different details.
Take, for example, the reps at Ursa Major. They want to exclude the Tax field when they provide quotes to customers for service plans. So their admin, Maria, creates a template for them. Here’s how.
Create a Quote Template
- From Setup, Maria enters Templates in the Quick
Find box, then selects Quote Templates.
- Maria creates a template. Then, she gives it a name and saves it.
- Maria then scrolls to the Totals section and removes the Tax field.
- Then she saves her work. Maria’s ready to release the template to her reps, so she activates
How Sales Reps Generate PDF Output for Quotes
- From a quote, Maria’s reps click Create PDF.
- Then, her reps select the template of their choice.
- Reps then create the PDF file. And see? No sales tax!
- Then, reps save the PDF files to their quote records, where they can access the PDF files
and send them to their customers.
When a customer decides which products or services to buy, your rep delivers a contract that documents the prices and terms both parties agree to. Lots of companies use contracts to set the terms for doing business with other companies.
Salesforce helps your reps create, track, and manage the contracts they deliver for their accounts and opportunities. Reps track contracts through your company’s approval process. And they can use workflow alerts to remind them about contract renewals.
- From Setup, Maria clicks Object Manager at the top of the page.
She selects the Opportunity object, and clicks Contract in the
fields area. Then, she clicks Set Field-Level Security.
- She selects Visible for each profile that she wants the Contracts
related list to appear on, and then saves her changes.
- Maria clicks View Field Accessibility.
- For one of the profiles that Maria wants contracts available, she clicks
- Maria selects Visible under Page Layout.
- Then she saves her changes. Profiles are now marked Editable.
- To verify that her changes took effect, Maria creates an opportunity and adds a contract
After she saves the new opportunity, she sees the contract related to it in opportunity details.
Now that Maria set up contracts to appear in opportunity details, let’s see how her sales rep, Lance, creates contracts and relates them to his opportunities.
Create a Contract
- From the App Launcher, Lance searches for Contracts, and selects
it from the Items list.
- Then, he clicks New.
- Lance enters details specific to this contract. Then, he saves his work.
Lance sees the new contract.
And it automatically appears on the Contracts related list on the Dickenson PLC account.
Relate a Contract to an Opportunity
- Lance opens an opportunity for Dickenson PLC that he wants to relate to a contract.
- He clicks Details.
- Then, Lance selects a contract from a list that’s specific to the Dickenson PLC account.
- He saves his work, and sees the contract related to his opportunity.
Maria got her sales reps on track to selling products from a price book she created. Remember how those prices were lower than the standard list values?
Then, Maria enabled Quotes, so that her reps can provide quotes to their customers. After her reps and their customers agree on specific quotes, her reps can then sync the quote line items with the opportunity’s products.
And finally, she set up contracts to appear on opportunity details—handy for letting reps quickly access contracts related to their opportunities.