Sales Cloud-Price and Offer Management

We will examine the proposal and contract management steps on Salesforce Sales Cloud. When the sales opportunity you follow with Salesforce Sales Cloud reaches the offer stage, you can quickly create a quote and contract by adding the products agreed to be sold to your opportunity.

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With Sales Cloud, you can choose the appropriate one from the pre-created up-to-date price lists, select the products to be sold and determine their quantities.

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Once the products are clear, you can start creating your price offer by entering information such as the name of the offer, the validity date of the offer, tax and shipping costs, and the person for whom you prepared the offer.

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By editing criteria such as discount rate for each product in the price offer detail, you can finalize the offer, create and save pre-prepared and customizable offer PDF formats containing all offer details with a single click, and share them with your customers.

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Once the price offer is approved by the customer, you can start the contract process and complete your contract process successfully by entering the customer name, contract start and end dates, company information and contract detail information.

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Stay tuned to see more of what you can do in the world of Salesforce.