Description

Quotes are staples of the sales world, but putting them together by hand can be tedious and error-prone. This quote template allows you to leave the manual work behind by automatically pulling data from your Salesforce Opportunity records into one clean, professional document. Contact information, products and prices, and terms and conditions are merged in automatically, meaning you can stop hunting through pricebooks and spend more time selling. Products are grouped by family for easy readability. Use this template to move deals quicker and be confident in the polished, error-free documents that you send.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Import Into S-Docs

3. Download Unmanaged Package (For Custom Fields/Images)