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Salesforce CPQ Quote Template

Salesforce CPQ Quote Template

Use data from Salesforce to generate custom quotes in minutes with this easy-to-use Salesforce CPQ quote document.
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Simplify your workflows

A key part of landing a big deal is ensuring that the price is right for your clients. With this easy-to-use quote template, you can automate your Salesforce CPQ document generation. Easily pull Salesforce CPQ data into a custom quote that can be sent directly to clients for review and eSignature.

Create personalized quotes

Formstack’s Salesforce CPQ quote template is 100% customizable. Quickly add your branding and customize fields on the template depending on your needs. A simple drag-and-drop builder makes editing your documents fast and seamless.

Pull data from Salesforce

To ensure quotes are as accurate as possible, you can set up automated workflows that pull information from Salesforce records directly into your documents. Easily spin up custom quotes for clients in just a few clicks.

Deliver quotes anywhere

Connect to Formstack Sign so quotes can be delivered to clients for eSignature via email or text message. After documents are signed, they can be sent back to Salesforce and attached to the appropriate record for each client.

Keep client data safe

Maintain your peace of mind by adding a layer of security to your Salesforce CPQ quote template. Available features include data encryption, password protection for individual documents, SSL, and options for HIPAA compliance.

Salesforce in combination with Formstack makes our processes so much more efficient and traceable. Formstack is an intuitive, comprehensive but still lean tool, making us more professional and faster in our daily life.
Eberhard Keihl
Global Product Manager at Bentley InnoMed GmbH

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