I need some help. Does Sales Cloud Essentials have the capability to build out customer facing quotes? I'm tired of consistently redesigning my quotes. My business is cloud based technology, however my customer facing quotes need a desperate need of a refresh. Can any one help?
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Hi @Ron Wiedeck Circling back on your question. Have you checked out the Salesforce AppExchange site? (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EFmGIUA1 )
HelloSign is a third-party option you could use to create templates and substitute for your current quoting or contract signature process. If upgrading to Professional Edition is not an option, there will be other Apps available here in the future that may be able to assist with your needs.
