Wedid: Dynamic Quote Form Generation based on Record Type

Challenges

Our customer sends out different types of quote form to the clients based on the type of order (ex. Direct Sales, Booking Order, Rental, etc.). Now, they are moving their business process into Salesforce. In order to meet the requirements on the quote form generation, we have to design an automated process to do so. Based on the type of order record the sales rep created, when he/she generate the quote, the quote form will be uniquely generated based on the record type.

Solutions:

When the user click the button to generate a quote form, it will automatically generate a specified quote form based on the record type specified.

Related Objects Opportunity/Quote
Components Quote
Complexity Moderate