WeDid: Quote – Dynamic Content

Challenges

The customer is using Salesforce out-of-box quote.
In their quote, there are sections that display dynamic values. These dynamic values are based on different quotes or products.
For an instance, for different quotes or products user will get to include different “Payment Clause” into the quote.

 

Quote Clause 1 Clause 2 Clause 3
Quote 001 Yes  –  –
Quote 002  – Yes  –
Quote 003  – Yes  –
Quote 004  –  – Yes

Solution:

  • Generate Quote template that includes relevant information based on products and quote
  • User can determine what values to be or not to be included into the quote.

Related Objects Quote
Components Formula
Complexity Simple