Quote Editor by Balink
By Balink, Inc.Quotes & Orders
- Rating
- 4.1
- Reviews
- 15
- Pricing
- Paid
- From $12 per user per month
- Listed since
- 2009
About Quote Editor by Balink
Transforming the way you work with Salesforce standard Quotes
Balink's Quote Editor helps transform the Salesforce standard Quote into a highly effective tool for making quotations out of Salesforce. It starts with an improved product search and selection module which allows to conduct as many product searches as needed without losing previous selections, all in a single iteration. It then continues with a smooth and styled items calibration grid, which features the ability to breakdown your proposal into quote Sections, drag and drop items, quote margins calculations all executed on the page in spreadsheet like manner. Then there is the Quote Template module, with state of the art editing capabilities, CSS and Html included, to achieve exactly the PDF quote print look and feel you wish your customers will get. Finally, the product search and selections as well as the grid calibration modules are fully customizable: add more pre-defined product filter, or modify the columns headers of the product search or quote grid pages with simple mouse clicks. Quote Editor is fully embedded within Salesforce Quotes so that all quote synching and quote standard fields are supported.
Highlights
- Smart product search and selection: run several searches in one iteration
- Rich quote calibration grid with spreadsheet like capabilities
- Advanced Quote Template module to fully customize your quote printout
Screenshots and videos
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Pricing
Paid, from $12 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $12 per user | Monthly |
$12/user/month. Volume discount program available. Contact us for details.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 23, 2025
- Languages
- English
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