What are other companies doing this? How do you ensure sales reps are following the right pricing model when sending quotes out and not under quoting people?
What we would like is that it restricts the sending of quotes until the quote is created and sent to management for review and approval.
Any ideas? Thanks!
11 answers
Ryan, sounds like you are very close indeed. Here's what I suggest:
1) When sending an email template from a quote, you only have access to fields on quote (here's the idea to vote for to get this changed). What you need to do to make opportunity fields available to yourself from quote is to create them as formula fields on the quote object. For example, if you want to show the Opportunity Close Date, the formula would be type date and have formula Opportunity.CloseDate. Now close date is available for templates triggered from Quote. Rinse and repeat for all the fields you need.
2) Just make the status field Read-only for the sales users' profiles. That should close that loophole.
3) I think you need to set up a simple Approval Process for this - so the manager can approve either in Salesforce or via email or Chatter reply and have the Quote updated and release. Setup-->Create-->Workflow and Approvals-->Approval Processes. Approval processes can be a little tricky to set up the first time but I think you'll figure it out. Here's the main approval process help menu item if you need a leg up.
Good luck!
Brian
