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Hello I like to use a offer position without price book article. Often I use only a free position description and sales price. is this possible? 

1 comment
  1. Feb 25, 2023, 7:48 PM

    Hi Sven,

    I'm going to "translate" your question into Salesforce terminology and then answer "that" question.  If I'm wrong... could you please respond with a correction, or post a screenshot of exactly what you mean by {"offer position" without a pricebook "article")

     

    Translation:

    Offer Position = Quote

    Pricebook Article = Pricebook Selection, and then the selection of Products

    Free Position Description = Product

    Sales Price = Price Book Entry

     

    So... with those terms translated... Your question becomes:

    "I'd like to send a Quote without entering a Product on an Opportunity."

     

    If that is your question, then the answer is.....   No,  BUT

    But why do you want to send a "quote" without Exact Pricing?

     

    The Opportunity Record is designed to do EXACTLY what you want to do.. and with a lot more features (Standard Features) that would make YOUR Entire Company work more effectively.

    1.) Select Price Book

    2.) Add Products

    3.) Enter Quantity, Dates, Description, etc. and SAVE to the Opportunity

    THEN

    1.) Create a Quote

    2.) Send to Customer

    3.) Get Approval or Make Changes (New Quote)...

    REPEAT until you Negotiate the right mix of Product, Price, and Quantity...

    Closed WON!

     

    I would be happy to demonstrate the benefits and the "click path" to get exactly what you want if you need more explanation  (Just send me a Direct Message)

     

    AND

    If you're really just sending out a "teaser" or "generic" offer with a price and description of the offer, why not just set up an Email Template (or use QuickText) to send info to a prospect?

     

    You can create custom fields on the Opportunity Record to reflect the "price" and "description" if those values change per Opportunity, and use them to create "merge text" that communicates exactly what you want to send to the prospect.

     

    Hope this helps.

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