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