AppFactor Quoting - Feature & Benefits

Features:

Straightforward Interface

• Launched via a web-link within a Salesforce Opportunity record
• 3-step wizard

Consistent Quote Creation Process

• Standardized product selection with categorization, search, sorting and paging
• Option to create product bundles & dependency relationships
• Line-item, aggregate level, and volume discounting, calculated automatically
• Optional maintenance fee calculation based on a percentage of product list price or discounted price
• Quote-specific information such as customer name/address, payment terms, dates, S&H, tax, and special instructions

Professional Output

• Multiple quote templates based on your preferences including company name & logo, currency, terms & conditions, portrait or landscape layout
• Final quotes generated in PDF/WORD/HTML  format
• Ability to email the quote right from Salesforce
• Ability to send an HTML link to  a quote and track client access, comments, approvals
• Optional proposal package creation with assorted attachments

Reportable & Re-Usable Data

• Storage of PDF and quote data within your instance of Salesforce
• Ability to edit quotes or create new quotes from historical ones
• Support for reporting, dashboards, workflow and approvals using native Salesforce functionality

Benefits:

• Save time by streamlining the quote creation process and keeping it within the Salesforce environment
• Reduce errors in product selection and calculations
• Ensure a consistent look and feel to your quotes
• Manage quote history for future use and reporting