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Topics#Sales And MarketingPergunta de Fernando de la Fuente
Fernando de la Fuente perguntou em #Sales And Marketing
17 de jun. de 2016, 16:03

Quoting without using standarized price lists

Hi, I'm new to Sales Force and I'm having difficulties usinf the quote funciotnality. Can sales reps set the price for each new quote they send to customers (directly on quotes screen without using standarized price list)? We are intermediaries and our selling prices depend on the spot price we negotiate with suppliers. Therefore each new opportuity must be quoted using different prices and different concepts

 

Thanks
1 resposta
  1. Atul Gupta (CloudVandana Solutions)
    17 de jun. de 2016, 16:33
    Fernando, so Quotes are not where you set the price but you have to look to Quote Line Items.

     

    You will be adding quote line items exactly like opportunity products. 

     

    You can choose which Price Book to use, which products to add, same multi line item layout where you can put in the Quantity and Sales Price, Discount, etc.
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