Quotes | Solvimon | Documentation

Create and manage quotes directly from Salesforce. Quotes are built inside an embedded Solvimon interface and synced back to Salesforce automatically.

Creating a quote

You can start a quote from an Account or an Opportunity using the quick action buttons on those records.

Open the record

Open the Account or Opportunity record.

Start the quote

Click Start Quote (Opportunity). The Solvimon quoting interface opens inside Salesforce, no separate login required.

Configure and save

Configure the quote, set pricing, and save.

The quote appears under the Quotes tab and as a related record on the Account or Opportunity.

Quote statuses

Status	Meaning
Draft	Quote is being configured
Final	Quote is ready to send
Waiting approval	Pending internal approval
Approved	Approved internally
Denied	Rejected internally
Sent	Delivered to the customer
Accepted	Customer has accepted the quote
Rejected	Customer has rejected the quote
Closed	Quote cycle complete

Viewing a quote

Open any Quote__c record in Salesforce and click View Quote to open the full quote detail in the embedded Solvimon interface.

Creating a new quote version

A quote that has to be renegotiated is superseded by a new version rather than edited in place. The create new quote version action is reachable as a link, which is what this integration uses to offer versioning from the opportunity: the user is sent straight into a new version of the quote instead of having to locate that quote in Desk first.

The custom field this integration uses to link a quote back to its Salesforce opportunity carries over automatically to the new version, so the link survives a quote being rejected or returned to draft and continued from a new version.