How to send Quote to Contact from Custom Object in Salesforce
Are you tired of using the same old standard Quote? Today, we are here to make things easier for you. With our powerful solution, you can create a tab on the opportunity or any other custom object to send quotes. Besides, You can choose the contact and get a preview in the Salesforce lightning component before sending the email.
With this solution, you will able to do the following:
This will help you keep track of the contact who you wish to send quotes from one place.
Your total accounts from the contacts would directly come to one tab, which would make sending quotes better.
You can also select one or multiple contacts to send your quote. Hence, sending quotes has never been easier than this!
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Conclusion
Sending quotes to contacts from the custom object has just got easier! Don’t forget to try out this solution and see how it helps your business to shine bright. Also, do let us know if you have any questions regarding this. If you try out this solution, then please share your experiences with us. We would love to hear from you. Till then, Happy Learning! 🙂