> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.solvimon.com/integrations/crm/salesforce/quotes/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# Quotes

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

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## 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.

![](/_fern-img/c24a92496dbbe99931dd189cdd69a9431a88b8c7189bcb89dd859b38f56505f8.webp)

## 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.

![](/_fern-img/a8c3d85566a09c512aca9e778499f9eee0fa298b302d545fbc86f93c8fb19e56.webp)

## 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A quote that has to be renegotiated is superseded by a new version rather than edited in place.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.