How to Increase Your Sales Efficiency by Easily Creating Salesforce Quotes

What is your main aim as a sales professional?

Of course, it is to increase product sales to the best of your abilities.

You are thus bound to make the most of any opportunity to give more options or choices to your customers.

This is because it will increase the likelihood of them purchasing more products from you and will, thereby, result in more sales and profitability for your business.

Now, the question is how can you give more options to customers through Salesforce?

The answer is by creating Salesforce quotes.

You can start generating Salesforce quotes by gathering information related to products and price books. This information can be used for opportunities in Salesforce.

The quotes serve as a presentation layer for the opportunities and can be sent to the customers to increase the chances of them buying more products.

So, clearly, there is an implicit relationship involved between the quotes, opportunities and products.

Thus, you need to understand this relationship and enhance it through the generation of quotes on a consistent basis to get more sales.

In this article, we focus on the process to generate quotes as well as to sync them in Salesforce for customers with the ultimate aim to improve your sales efficiency.

Tips for Generating Salesforce Quotes for Opportunities

The quotes are only generated in Salesforce for opportunities. You should try to combine similar products and offer them as different quotes to give the customers more options to select from.

Your customers are likely to select one of the quotes for purchase, but they will not select all of them.

For example, you may create two quotes to offer three products (A, B and C) to your customers.

You can create Quote 1 with Product A and Product B (with associated prices), while Quote 2 offers all three products.

This gives the customer the option to select only two products or all three products for purchase.

Moreover, you can create these quotes in PDF format and send them to customers via email. It is possible to convert them to Microsoft Word documents by using mail merge templates. You can possibly use tools like Congo Merge for any other format to share the quotes.

The Process – Steps to Generate Salesforce Quotesmark-516279_640

You need to create the quote template in Salesforce to create the quotes. This is done through the “Opportunities” tab, where you need to choose the opportunity against which the quote (or quotes) is to be created.

This needs to be followed up with a simple click on the “Sync” button to ensure that the synchronization between the quote and opportunity is done smoothly.

Once this is done, you can choose the products (by opting for the relevant checkboxes) that you want to include in the quote.

You also need to make relevant entries about the product quantity for each product that is included in the quote.

There is furthermore the option to offer specific discounts on any of the products.

You can thus easily create quotes in Salesforce by following this straightforward process.

Key Considerations

You can create the PDF and simply attach it to your quote when sending it to your customer.

The quote is a read-only field that gets numbered automatically every time a quote is created. This is useful because you will generally send several different quotes to your customers, based on their initial feedback on your quotes.

This means that you may have multiple versions of a quote going to the same customer with all the proposed changes.

Once they select a particular quote, you can easily identify that quote from the number associated with it.

You can sync the quote to make sure you do not have to manually do double entries. In other words, when you make a change (in terms of the quantity) to a product, the change is made to the product opportunity as well. There is a clear sync established between your quote and the opportunity.

Understanding the Key Fields in Your Generated Quote


There is a number attached to every quote that gets generated automatically. In addition, you also have the following fields associated with your quote:

  • Quote Name
  • Expiration Date (to inform your customer about the last date that your quote will still be valid)
  • Free Text (for your Opportunity Name)
  • Description
  • Contact Name
  • Status (to indicate the status of your quote: approved, presented, in review, draft or rejected)

Apart from the above listed standard fields, you also have the flexibility to create custom fields for your quotes.

By now, you would have realized that generating quotes and understanding the various parameters to be included in them is relatively easy.

You just need to ensure that you offer more choices to your customers by having different product combinations included in your quotes. You can be smart and even offer some discounts for quotes with a very high product price. 

All these tricks will make your customers feel wanted and will get them to make a purchase decision that proves beneficial to your business.

If you are already generating Salesforce quotes, please share your experience and some valuable tips below.


Images Credit: Quotes Lifehack, PixabayPixabay


Published by

Ohad Oren

Ohad Oren is Co-Founder and COO of ONDiGO. Prior to ONDiGO he Co-founded several start-ups. Ohad has years of experience in Sales and Business Management. You can follow him on twitter on @OrenOhad

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