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 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.

integration (1)

Integrate with work order stages

Incorporate quotes into existing Work Order stages 


Require Internal Approval

Customize approval requirements for quotes


Obtain Customer Signatures

Customers can review and sign quotes on technician's device

united (2)

Share Quote Data across teams

Share quotes across Salesforce or with external systems


Email Quotes to Customers

Send a copy of the quote to customers via email


Generate Branded PDF Quotes

Create a professional PDF for customers with one click


How the Quoting Accelerator Streamlined Complex Service Quoting

Faced with the challenge of enabling international service team quoting within Salesforce after migrating from ServiceMax, Mark Andy needed a solution that could handle complex service contracts and variable pricing. Learn how Bolt Data's Quoting Accelerator for Salesforce enabled Mark Andy to efficiently generate quotes for international customers and streamline the entire quoting process, enhancing decision-making and customer service in the process.

See the Quoting Accelerator