Key Features
At our digital marketing agency, we offer a range of services to help businesses grow and succeed online. These services include:
Automated Quotation Creation
Eliminate time-consuming manual work by generating accurate quotes instantly from Salesforce data. Simply input customer details, and Quoteforce prepares a professional, error-free quotation tailored to your client’s needs.
Seamless Salesforce Integration
Built natively on Salesforce, Quoteforce works effortlessly within Sales Cloud and Service Cloud. All quotes remain connected to your CRM, ensuring a single source of truth throughout the sales cycle.
Customizable Templates
Impress clients with branded proposals that reflect your company’s identity. Add logos, images, custom sections, and personalized messages to create a consistent and professional customer experience every time.
Dynamic Pricing & Discounts
Simplify complex pricing scenarios with intelligent automation. Easily apply discounts, promotions, tiered pricing, or customer-specific rates to ensure accurate and competitive proposals, every single time.
Real-Time Updates
Gain complete transparency into every stage of the quoting process. Track approvals, updates, and changes instantly within Salesforce to avoid delays or confusion.
Why Quoteforce Works for You
Quoteforce is the ideal solution for businesses that want to simplify and accelerate their sales process. From generating accurate quotes to delivering branded proposals, Quoteforce brings efficiency and professionalism to every step.
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Why Choose Quoteforce?
Step-by-Step Guide to Achieving Your Business Goals
How Quoteforce Works:
Step-by-Step Guide to Achieving Your Business Goals
Company Setup
Begin by adding your company name, logo, warranty details, and terms & conditions. This ensures every quote reflects your brand and maintains a consistent, professional look.
Product & Pricing Configuration
Define product pricing, set up discounts, and create bundled packages for frequently sold offerings. Quoteforce makes it easy to maintain accuracy and speed in your quoting process.
Template Customization
Select from pre-designed, professional templates or create your own. Customize layouts with product details, images, and personalized sections to fit your business needs.
Quote Creation
Generate quotes instantly using Salesforce data. Pull customer details directly from opportunities, auto-generate branded PDFs, and send them via email with just a few clicks.
Approval & Tracking
Set up approval workflows to ensure quotes meet company standards. Track quote status in real-time, from creation to acceptance, all within Salesforce.
Analytics & Reporting
Gain insights into your quoting process with built-in analytics. Monitor quote performance, conversion rates, and sales trends to continuously improve your strategy
Choose Plan That's Right For You:
Step-by-Step Guide to Achieving Your Business Goals
What Past Attendees Say
Step-by-Step Guide to Achieving Your Business Goals
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