Customer Quotations
A customer quotation is the basis for a service contract or a sales order. A customer quotation enables you to calculate the price to quote a customer for products or services you propose to supply to them. If Advanced Quoting is installed on your Salesforce org, you can create a customer quotation from a Salesforce opportunity that has not yet been set to the stage Closed Lost or Closed Won.
In a service contract customer quotation you can quote recurring and non recurring fees for tangible and intangible items. You can create these types of customer quotations for a service contract:
Quotation Type | Description |
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Service Contract![]() |
A service contract where the contract line items have the same billing interval and start and end date. |
Flexible Term Service Contract![]() |
A service contract where you can create contract line items with different billing intervals and start and end dates. |
Change Request ![]() |
A quotation resulting from a change to a service contract. Start and end dates for each contract line are the same. |
Change Request Flex Term | A quotation where the term type and number of terms is specified at line level and overrides the header values. |
You can create these types of customer quotation for a sales order:
Field | Description |
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Drop Ship![]() |
A quotation for items to be drop shipped. |
Inventory ![]() |
A quotation for items sold from inventory. |