Quicker Quotes

This package provides an easy to configure solution for creating a standard Salesforce quote in as few clicks as possible. Launchable from an account, contact, or opportunity, or as a global action.

Central to the package is a Salesforce Flow that automatically creates or links all the required objects - Account, Contact, Opportunity, Quote, Line Items, and Quote Document (PDF). The flow also includes a custom datatable to streamline product/quantity/discount entry.

Set up is quick, just add the installed Lightning Actions to your layouts and run the flow once to capture some defaults. This flow works in Lightning Experience and the Salesforce App on iPad - but not on phones... yet.

Admins can save their own copy of the core flow, allowing it to be easily extended. eg. to set record types, add additional fields, create custom objects, or trigger approval processes.