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CRMSalesforce

Quotes

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.

1

Open the record

Open the Account or Opportunity record.

2

Start the quote

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

3

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

StatusMeaning
DRAFTQuote is being configured
FINALQuote is ready to send
WAITING_APPROVALPending internal approval
APPROVEDApproved internally
DECLINEDRejected internally
SENDSent to the customer
SIGNATURE_REQUESTEDSent to the customer for signature
SIGNEDCustomer has signed the quote
ACCEPTEDCustomer has accepted the quote
REJECTEDCustomer has rejected the quote
CLOSEDQuote 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.