Easily Create Service Quotes in Salesforce

A production-deployed, plug-and-play accelerator to generate quotes in Salesforce Service Cloud.

Customize to address complex pricing or requirements

Create quotes from anywhere on Salesforce mobile

Deploy to production environment within weeks

Designed to make quoting on Salesforce simple for service technicians

The Quoting Accelerator is a tool that enables the creation of job quotes within the Work Order screen on Salesforce Service Cloud. Designed for service teams and technicians, the quoting tool allows technicians and service teams to quickly create accurate and professional service job quotes from in the field or in the office.

Integrate Work Order Stages

Incorporate quotes into existing Work Order stages

Obtain Customer Signatures

Customers can review and sign quotes on technician's device

Email Quotes to Customers

Send a copy of the quote to customers via email

Require Internal Approvals

Customize approval requirements for quotes

Share Quote Data

Share quotes across Salesforce or with external systems

Generate Branded PDFs

Create a professional PDF for customers with one click