EMAIL A QUOTE IN SALESFORCE | Techila
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EMAIL A QUOTE IN SALESFORCE

EMAIL A QUOTE IN SALESFORCE

EMAIL A QUOTE IN SALESFORCE

 

Email a Quote in Salesforce for the Customers is done for the Approval Process from the Customer. The Quote must be Approved by the Customers. Emailing a Quote is done by attatching a PDF Quote to the Customers or recipients Email Addresses. The recipients will Download the attachments and View the Downloads in normal PDF format.

Click on Opportunity Tab

  
Click on Opportunity Tab


Select any Opportunity
to which you want to Email a Quote.

 

Select any Opportunity

 

Now go to Quote Section in the Opportunities and select the Quote you want to send.

 
Quote Section in the Opportunities


Now Select Email Quote as shown above. After selecting Email Quote an Email Template will be opened as shown   below:


Select Email Quote


Here we require to enter the name of Customer, Enter the Description subject for the Email, Enter Body   text of the Email. We can also enter CC and BCC Email Address.


Enter required data


After this enter all the details as shown above and select Send Button
Thus emailing a Quote in Salesforce has been done successfully.

Courtesyhttp://www.crmsalesforcetraining.com/email-a-quote-in-salesforce/

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Author: techila

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