Features

Enhanced Quoting Interface

• Elegant drag and drop interface built for Lightning Experience
• Group and subtotal quote lines on the fly
• Add product bundles and quote lines with ease
• Quickly reference Product information
• Create rich text descriptions for Scopes of Work
• View manager approval comments by line
• Visual indicators for lines that exceed discount parameters

Mobile First Design

• User-friendly mobile experience within the Salesforce mobile app
• Mobile app inherits same functionality as desktop
• Send Quotes for E-signature right from your mobile device
• Optimized for all devices (desktop, tablet, and phone)

E-Signature Capabilities

• Send Quotes to multiple signers
• Status tracking and automation
• Customers can accept or reject quotes
• Store signed Quotes in Salesforce
• Send with pre-built templates