Level: Beginner

12. Pricing Tool: How to Create a Quote and Contract?

Customer Service, Sales, Sales&CS

Discover how to use our Pricing Tool to create quotes and contracts for your international customers!

Course content

Lesson Welcome to Pricing Tool: How to Create a Quote and Contract?
- Welcome message (1 min)
- * Learning objectives (1 min)
Lesson Starting a Quote
- * Logging in to the Pricing Tool (5 min)
- * Starting a Quote (5 min)
- * Selecting an account (5 min)
- * Summary Info Section (10 min)
- * Contract and WW Info Section (10 min)
Lesson Navigating and Selecting the Products
- * Navigating and Selecting the Products (10 min)
- * Configuring a Local Product (20 min)
- * Configuring an International Product (15 min)
- * Configuring an Ad Hoc Product (15 min)
- * New Unit Price (7 min)
- Posting Method (5 min)
Lesson Moving the Quote Through the Different Stages
- * Different stages of a quote (20 min)
- Approval Triggers (15 min)
- * Approving/Rejecting Quotes (10 min)
- * Won / Lost stage or How to create a contract in Salesforce (10 min)
Lesson Managing Existing Quotes
- * Managing Existing Quotes (5 min)
Lesson Benefits of the Quoting Tool
- Benefits of the Quoting Tool (5 min)
Lesson Recap
- * Recap (2 min)
- * Final quiz (5 min)