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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?
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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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EXCLUSIVE SALESFORCE MAPS PANEL SESSION WITH CAPITAL ONE, EDMUNDS & TOAST
Headed to Dreamforce? Are you looking for ways to get your reps in front of more customers? Join Capital One, Edmunds and Toast as they share Winning Location Intelligence Sales Strategy at Dreamforce'19. Hear how these organizations were able to increase productivity by 3x, decrease operational spend by 10% and free up the time of multiple sales operations resources by using #SalesforceMaps.
Capital One, Edmunds & Toast Share Winning Location Intelligence Sales Strategy
Time & Location:
Wednesday, November 20th: 8:30 - 9:10am
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SALESFORCE MAPS SESSIONS NOT TO BE MISSED
In these final days leading up to Dreamforce, we know you're setting your schedule. If you are exploring Salesforce Maps or simply interested to learn more about how Location Intelligence can transform your business, here are two sessions not to be missed.
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Time & Location:
Tuesday, November 19 | 12:30pm - 1:10pm
Marriott Marquis, Yerba Buena Salon 7
Capital One, Edmunds & Toast Share Winning Location Intelligence Sales Strategy
Three sales leaders from great companies including Capital One, Edmunds and Toast explain how they use Salesforce Maps and location intelligence to increase productivity by 3x, decrease operational spend by 10% and free up the time of multiple sales operations resources.
Reserve your spot here: https://sfdc.co/salesforcemapspanel
Time & Location:
Wednesday, November 20th | 8:30 - 9:10am
Marriott Marquis, Yerba Buena Salon 4-6
We're excited to see you at Dreamforce!
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*Heads up for folks who have "every post" notifications: Lots of conversations expected here today*
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Thank you @Casey Springer for sending the info from the webinar, I was not able to attend the webinar as I intended, Looking for a great first time experience at Dreamforce19!
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- 2pm: Overcoming Today’s Single Biggest Selling Obstacle from Gartner
- 3pm: How Salesforce Designs & Deploys an Enablement Strategy
Hope to see you at the Quotable Sales Summit!