Sign Service Quote Template Made Easy

Electronic signature job quote template

just two small units configure quote templates and track contracts learning objectives after completing this unit you will be able to explain how quote templates help sales reps efficiently prepare quotes for customers set up code templates create contracts quote basics as you say as well work on their deals they prepare quotes for the customers quotes show your customers the prices of the products and services your company offers your reps have the flexibility to create a set of quotes that show different combination of products discounts and quantities that way your customers can compare prices first things first though our sales force admin maria enables quotes here is how from the setup maria anders code in the quick find box and selects quote settings then she selects enable so this apparently in the batman setup so let's go there some quote settings it apparently needs to be enabled that quotes can be generated as a pdf it'll select the page layout on which you want the quotes related list to appear and then saves your work our sales rebellions continues to work an opportunity he sets the opportunity stage to proposal paris quote so now he's ready to get a quote to his customer at dickens plc let's look at how he prepares a quote quote lance is at the proposal stage and his opportunity from which he creates his quote from the opportunity he starts a new coach so let's go there the cons plc and now a new code needs to be generated there we have it you enter specifics for all the quotes for nandica's on diesel plc generator oh we can it's too difficult to copy so let's just choose a random just random stuff anything else yes here the text is in there let's save it just to follow along i don't really want to replicate stuff it takes too much back and forth so now we have the quote here land saves this work and then the new code appears at this point he selects the code and then he sees that the product from the opportunity appears as a line item lens can add other products as line items if he wants to there we have this one so we could add another product there he is done for now but he can later choose to add more light and line items to the coach lance plans to add multiple codes to his customers after he and his customer agree on a specific code lance is ready to sync his code when he sings the quote it's the line items appear as the opportunities products that way lance isn't at the risk of having discrepancies between the line items and his code and the products in his opportunity prepare quotes for delivery to customers sunk would be here this doing good then all the products appear here with the same price if it's answered um you can let's say [Music] change to 95 000 i'm not sure if the price book allows it yes it does but here you see the price is still the same if you sing good everything is synced if you add another product is other things but if the call doesn't sing then it will not show the same way in the opportunity that way you can create like many different quotes and you only sing good when you are um ready to finalize the sale or uh you can create one some code if reminders will be sent out but um that's more complicated stuff for another time so let's continue here prepare quotes for delivery to customers you learn how sales reps create quotes now it's time to see what happens with those quotes afterwards it involves you so read on your sales reps generate pdf files for the quotes they send to their customers salesforce includes a standard template but sometimes your reps want to generate code files pdf with different details take for example the reps at ursa mayor they want to exclude the sales text field when they provide quotes to customers for service plans so now the admin maria creates a template for them here is how so let's go back to quotes called templates and i suppose then we click new now set stacks let me set everything scrolls to the total section and remove the text fields and she saves her work maria is ready to release the template to her wrap so she activates it saves us and we can activate it there also as well as generate pdf output for quotes from a code maria's reps select create pdf okay so this is the opportunity code is there just quote pdf [Music] and now rep select the template of their choice thing is i don't see the option to select another template i'm not sure what that is it's active [Music] yeah i'm not trying to show what's going on there let's deactivate this standard one and let's see what happens if we try to create still has texture that's strange let's edit this maybe i am not really sure what is the issue but anyway let's just continue here because it's related to the sandbox somehow sometimes things don't always work like they're supposed to but here you can see like how it would show up and wrap save the pdf to their quote records so let's just do this can choose the templates but anyway save the code and now we have it here with text unfortunately contracts basics when a customer decides which products or services to buy your rep delivers a contract let document surprises and german sports parties agree to lots of companies use contracts to set the terms for doing business with other companies salesforce helps you create track manage the contract they deliver for the accounts and opportunities reps track contracts through your company's approval process and they can use workflow alerts to remind them about contract renewals set up contracts to appear on opportunity details maria says rep wants to see contracts on their opportunities so she uses field level security and field accessibility and not page layouts to include a contract on opportunity details from setup maria clicks object manager at the top of the page then select opportunity object and clicks contract in the field area then she selects set field level security so let's do this contracts so supposed to select the um object opportunity fears and relationships contract now we set field level security there she selects visible for each profile that she wants the contract related list to appear on bench that saves your settings [Music] contract manager standard user system administrator now clicks view field accessibility for one of the profiles that maria wants contracts available she clicks hidden [Music] research area then selects visible only page layout so we need to do this for the contact manager standard user system administrator and save the changes professor nomad editable verify that your changes took effect maria creates an opportunity and adds a contract to it so apparently it's to be enabled firstly through these steps otherwise there will be no contracts apparently test [Music] stage and now i should be able to add a contract somehow maybe under edits [Music] now we can search for contract there there's no contract so after she saves the new opportunity she sees a contract related to it in the opportunity details that's a bit weird because i never told us like how to create a contracts to begin with so i guess it should be like here somewhere contracts do yeah i don't really get it so i found the um salesforce help page onedrive's a written agreement that's pretty clear [Music] [Music] do yeah this is like how it's set up but how a contract is created that is another question so i found another page here create a contract from an opportunity apparently sales for cpq requires the following objects and settings when you create a contract from an opportunity uh there needs to be at least one subscription product a primary code that looks up to your opportunity or contract base when you method on your opportunities account so i don't think we have any of this so all of this doesn't really make sense for us but it's oh interesting to see none let us i don't i don't know if there should be like a default contract or something there but anyway we don't have one so let's uh just continue here our sales reps create contracts and relate them to opportunities okay that's what we're actually looking for now that maria sets up contracts to appear in opportunity detail let's see how associate lands creates contracts and relates them to this opportunity from the app launcher lens searches for contracts and selects it from the item list and create a new contract and you enter the details we'll assign it and all that kind of stuff alliance is the new contract indeed we do and it automatically appears on the contracts list on the dickinson's plc account yeah we don't really have that here i'm not really sure why that is if it's not enabled in the page layout or whatever but um okay let's make this active syndrome maybe that's why it's not showing yes that was the issue actually he has contact another contract now we can choose the contract there if you would like relay the contractor and opportunity lance opens an opportunity for the conspiracy as he wants to relate the contract that's what we used to that's what we just did then lance selects a contract from a list that's specific to the dickenson plc account he saves his work and sees a contract related to his opportunity maria's got the assist reps on track to selling products from a price book she created remember how those prices were lower than the standard list values then maria will enable codes so that their reps can provide quotes to their customers after her reps and their customers agree on specific quotes her apps can land sync the quota line item with the opportunities products and finally she set up a contract to appear on the opportunity details handy for letting reps quickly access contracts related to their opportunities hands-on challenge create a code on an opportunity create a code for a product on an opportunity with the following requirements enable codes and apply it to the opportunity layout use the opportunity at installation and add the product diesel what generated let's find us just use the standard surprise here we are supposed to 98 is 98 000 quantity one so and let's create a coach what's their desired name let's take this video now let's check the challenge to earn 500 points and we got a shiny new batch thank you so much for watching i hope it was helpful to you if you liked it hit the like button if you want to see more videos hit the subscribe button if you have any feedback whether positive or negative just type a comment in the comment section thank you so much for watching and have a good day