Digisign Salesforce Proposal Template Made Easy

How to create a proposal in salesforce

hi there Lawrence here from hip 10 so today I'm going to show you how easy it is to create a quote in Salesforce using the free included technology and we're going to quickly send that out to someone for approval so here's the final end product so we've got you know can be logo some information about what we're selling discount shipping some terms and conditions and at the bottom somewhere to sign and of course this templates are totally customizable so how did we get here so if we go back to the opportunity we can see there's already one quote but we're going to create a new one so we're just going to come over here and go a new quote and we'll call this gen quote version two set to your expiry date so this is typically when you know when the quote actually expires now we can set it manually but we can also have an automation run after you save to set it to see 90 days in the future or or something like that especially if you leave it blank and don't specify a date over here we've got tax and shipping and handling so I'm just going to leave them blank for now we'll populate those in a moment we could also have the system figure out what they should be based on local state or or based on you know what products are being sent down here we choose who we're preparing the quote forms I've already got someone here and these fields will be populated in a moment and then down the bottom you've just got the address and shipping information so let's just save on that and we'll go into our quote so the first thing we need to do is add the line item so we'll click add products and you can have different price books you know if you're selling to a high volume low volume government nonprofit anything like that I've just got one price book here so I'm going to take a thousand watt generator now you can also just search as well so if I type the word say install I've come some of the products that that match I can just click on it I can go SLA and so now these are the products that are going to form this quote let's click Next put in the quantity over here if I want I can adjust the price and you can also lock this field down so that your sales rep sales reps can't change it and you can allow them to only apply a discount the beauty of that approach is you can actually measure the discount so if you can see across your sales rep who is providing the biggest or deepest discounts you can also put controls in place to prevent discounts that are perhaps too generous if that doesn't match your your business process so I'm just going to put a 10% discount on these just because I can and I'm going to click Save okay so we're we're almost ready now so we're almost ready to send it to the customer so as you can see it's super easy so I'm just going to come up here and I'm going to click create PDF so now I get a nice preview and I can see exactly what's going to be in at the moment we've got the three line items here but oh I forgot I need to add in the shipping and perhaps text now in the production environment we would probably want to automatically calculate these but this is just a demo so I'm just going to put these in manually I don't know shipping let's say thousand dollars it's probably a pretty big unit okay let's try again we'll go create PDF and again you know if you need to tweak or just it's very easy to get a live you know live preview of that now we can see the shipping and handling antics have been automatically added in down the bottom here we've got all our terms and conditions and we've also got somewhere where they can sign now if you really wanted to take this a step further you could then hand this over to something like DocuSign or certify to get an e-signature so they'd only have to print it out all they have to do is click on the email put in their name and it will sign the document and then you'll get basically the signed document saved into Salesforce really really easy at this point we've got a couple of options we can save the quote or we can save an email so I'm just going to click save an email and up pops a little email screen so this is going to be to Bob it's going to CC me in now the other nice thing here is you could insert an email template so if you already have a preset email template with some nice information in it you could just choose that and this just has some generic ones so we could just choose that choose insert and you know you're done once you click send the nice thing is Salesforce is going to track that you've sent that so you see here under past activity here's that email with the quote and we can access the quote it will also be saved over here as a note that attachment automatically for you here it is as well so we've got that quote PDF so let me know if you like this if you think that's useful as it's very easy to set up and it can save your sales reps a lot of time have a great day