Definition
A Salesforce object that represents a formal pricing proposal for products or services, generated from an opportunity with line items, pricing, terms, and the ability to produce PDF quote documents for customers.
Real-World Example
When a senior account executive at GreenField Solutions needs to streamline operations, they turn to Quote to improve sales team productivity and pipeline visibility. Quote gives reps a clear view of their deals and next steps, while managers use aggregated data to forecast revenue and plan territory assignments with greater precision.
Why Quote Matters
A Quote is a Salesforce object that represents a formal pricing proposal for products or services, generated from an opportunity with line items, pricing, terms, and the ability to produce PDF quote documents for customers. Quotes formalize the pricing discussion, providing customers with a concrete document they can review, sign, and use for procurement processes.
Quoting is where sales operations become visible to customers through tangible pricing documents. Standard Salesforce quotes support basic scenarios: products, pricing, PDF generation. For complex scenarios (configured products, bundles, discount approvals, complex pricing), Salesforce CPQ provides enhanced capabilities beyond standard quotes. Mature sales operations choose the right quoting approach for their complexity level, with standard quotes for simple needs and CPQ for sophisticated requirements.
How Organizations Use Quote
- •Cobalt Ventures — Uses standard Salesforce quotes for their simple pricing scenarios where CPQ would be overkill.
- •BrightEdge Solutions — Upgraded to Salesforce CPQ when their quoting needs grew beyond what standard quotes support.
- •NovaScale — Generates PDF quotes from Salesforce for customers, with branded templates matching their visual identity.