Activity Forums Salesforce® Discussions How to create a form and quotation on Salesforce ?

  • sushant

    Member
    February 6, 2017 at 12:59 pm

    Hi Sandra,

    You can make form using Visualforce Page or Lightning Page in salesforce.

    For quotation,You can follow this link:

    https://help.salesforce.com/articleView?id=quotes_create.htm&language=en&type=0

    Thanks

  • Radhakrishna

    Member
    March 6, 2017 at 5:53 am
    • Click New Quote on the Quotes related list on an opportunity. The Subtotal, Discount, Total Price, and Grand Total fields show values from the opportunity.
    • Complete the fields.
    • Save your changes                                                                                                                                                                   A unique quote number is added.
      Products on the opportunity are copied to the quote as line items.
      The grand total is recalculated based on the taxes and shipping information that you entered.

    To add a line item to a quote:

    Click Add Products (Lightning Experience) or Add Line Item (Salesforce Classic) in the Quote Line Items related list.
    If no price book was selected on the opportunity, select a price book for the quote. Otherwise, the quote uses the opportunity’s price book.
    Enter search criteria in the lookup to locate a line item.
    Select the products that you want to add, and then click Next (Lightning Experience) or Select (Salesforce Classic).
    Complete the fields. The sales price defaults to the product’s list price as recorded in the price book. Depending on your permissions, you can edit the sales price.
    Save your changes.The line items are added to the Quote Line Items related list. The grand total in the detail section is the sum of the related line items. The discount is the average discount for the line items.

    Thanks

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