Salesforce Standard Quote with Dynamic Values

Use case:

Sales representatives in Company C create different quotes with different terms and conditions, payment details, etc everyday.

In the quote templates, there is a section allocated for terms and conditions, payment details, other quote related information. Sales representatives do not want to manually fill up this section all the time. The best workaround to counter this is to have selection method where these sales representatives can just select what to display and certain information is populated into the sections based on their selection (This is where the dynamic values are displayed depending on the variation of quotes or products).

For an instance, user can select what sort of clause to be included subjecting to different quotes/ products.

Table 1

Solution:

In Salesforce Quote object:

1. Create check-boxes.
2. Create a formula field referring to the checkboxes created.
3. With the right formula written, different values will be displayed depending on the different checkboxes that you have checked (Table 2).
4. Display this formula field in Salesforce standard quote.

Table 2

For more information on the technical specs, check out our newly published case here.