Using Quotes » Week 3 » Opportunity Management In Salesforce

Q: Which of the following are true about quotes in Salesforce? Select all that apply.

Yes! Sales people can give multiple quotes to an opportunity. Just remember that only one quote at a time can be synced with an opportunity.

Q: In Salesforce, what is the difference between Internal Quote Statuses and External Quote Statuses?

Draft, needs review, in review, approved, and rejected represent quote statuses that are internal, meaning that the quote has not yet been sent to a prospect. The quote is still only internal-facing. Presented, accepted, and denied represent quote statuses that are external, meaning that the quote has been sent to a prospect and is now external-facing.

Q: An account executive has created a quote for an opportunity. The manager has approved the quote, and the AE is ready to send it to the opportunity. As a sales ops specialist, what steps should you advise the AE take to send the quote to the prospect through Salesforce?

From the Quote page, use the dropdown arrow to select “Create PDF.” Review the document to make sure everything is correct, then click “Save and Email Quote.” This will create an email with the quote attached as a PDF, which can be sent along with a note to the opportunity contact.