How to merge Multiple Quotes into One Quote in Salesforce
Do you want to send one particular quote to your client according to his unique needs? Often we do not want to spam our clients with several quotes and want to make things easy by sending just one quote that can serve all their needs. So, today we are here to help you out of this. With this smart solution, you can easily merge multiple quotes in Salesforce into one quote.
We have simplified merging Quotes in Salesforce for you. So, let’s see how would this solution help your business.
Why would you merge quotes in Salesforce?
- When you know the different requirements of the customer and do not want to send multiple quotes. Hence, sending one quote is easier for both the customer and you.
- Also, when you know that some of the quotes contain similar items, then merging quotes comes to the rescue.
- Let’s say that your customer wants to purchase one item from Quote A and another item from Quote B then, you would want to merge quotes. Thus, merging the quote will be so easy in such cases.
Supportive Images
Code
mergeQuoteCmp_Ctrl
mergeQuoteCmp
mergeQuoteCmpController
mergeQuoteCmpHelper
CSS
Conclusion
Merging multiple quotes into one has never been easier than this! We hope that you liked our innovative solution. If you try out this solution for your business, then do share your thoughts with us. We will be back with such smart solutions that will make your business shine like a star. Till then, Happy Learning! 🙂
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