Transforming the Salesforce standard Quotes
Balink launches QuoteEditor for Appexchange, a must-have add-on to Salesforce standard Quotes.
Balink’s Quote Editor transforms the Salesforce standard Quotes into a highly effective tool by providing
enhanced and customizable product search and quote grid modules, along with an advanced Quote
Template, fully embedded into Salesforce Quotes.
- Enhanced and fully customizable quote items search module
- Richly featured, fully customizable quote grid
- Advanced Quote Template to create exactly the quote printout you need
- Fully embedded within Salesforce standard Quotes – no custom objects, no new workflows
Why Quote Editor?
In few words: configuration, value added functionality and standardization.
While quotation is often a central process within the sales flow in any CRM system, customers’ needs
may differ significantly at the finer details: for example, users need to customize the fields to be
displayed on the product selection page, configure the product search area to include pre-defined
picklist filters such as Product Family or Manufacturers, or create ready to use custom quote templates.
In other words, Salesforce Quote users are looking for flexibility. Quote Editor allows the power users
to easily configure the system in all key aspects of the quoting process, so that the sales reps may work
with a truly productive and adapted tool for preparing and generating quotes.
In addition, Sales reps should not compromise on key functionalities related to quoting: a powerful
product search module; a fully featured proposal grid calibration page with drag and drop, net margin
calculation, proposal sectioning and much more; and finally a state of the art quote template editor to
produce exactly the quote print they need.
Relying on several years’ expertise in quoting solutions for Salesforce clients, Balink product
development team has designed Quote Editor to meet all these advanced, yet essential, requirements.
Finally, standardization was the key motto in Quote Editor’s design: we wanted the tool to require
minimum or no deviation from the Salesforce quoting workflow, no extra data objects and full
preservation of all standard fields – all this so that the users can immediately enjoy the new benefits
inherent in the solution with almost no extra effort required to train on it.