Improve seller efficiency by customizing quote close experience
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| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Oct 20, 2023 |
Business value
Sellers rely on quotes to provide customers with accurate pricing and detailed information about products or services. Quotes serve as formal offers, outlining the terms, pricing, and specifications of a potential sale. This enhancement is aimed at improving seller efficiency by allowing organizations to customize the experience as per the sales process.
With this enhancement, you can set the default value for the Create a Revised Quote field, saving time and ensuring consistency. It also streamlines the quote closure process with quick actions, reducing the time and effort required to finalize quotes. These improvements in efficiency help you focus on crucial sales activities, improving productivity and customer satisfaction.
Feature details
With this enhancement, you'll be able to:
- Set a default value for the Create a Revised Quote field.
- Enable quick actions to close quotes based on your preferred Status reason, Create revision, and Close opportunity options with just a click.
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