Salesforce Custom Quoting Module

We have migrated our internal business processes to the Salesforce® platform. Currently Salesforce does not have any function or feature to create quotes. The proposed quoting subsystem will enable the following business processes:

• Generate a quote, either from an existing or a newly created opportunity, linked to existing and/or new partner and customer accounts.

• Add products as line items to the quote, either automatically from the opportunity or additionally during the quote generation

• Email a generated quote as a PDF file attachment and record the email transaction.

• Electronically receive approval of the emailed quote from the partner.

• Convert the approved quote into a sales order linked to the partner and customer accounts.

Kemahiran: .NET, ASP, Javascript, XML

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ID Projek: #381915