Create template in Salesforce

$250-750 AUD

Закрито

Опублікований

about 10 years ago

$250-750 AUD

Оплачується при отриманні

Hi There, Currently we use a Conga template in Salesforce, however 95% of the quotes we do are product related and the current template is based around us quoting products etc. (Qty, description, price etc. etc.). We now are doing more project based work with very long descriptions etc. and the current template isn't that suitable for that type of proposal. Therefore we want to create a new quote template for larger project work so we can add more description and images etc. to the quote, I think the current one (Conga) is more limited but I believe there are a lot of generic salesforce templates that can be modified. The attached PDF is the current quote template and it works really well but as mentioned it's not that effective for larger style proposals. The attached word doc is a rough outline of what might work better for use. Also with the current quoting system, it automatically generates a unique quote number / id etc. which we want to continue with the new template, please see attached. Let me know if anything is unclear, thanks.

Salesforce.com

ID проекту: 5572627

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10 пропозицій(-ї)

Дистанційний проект

Активність 10 yrs ago

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@NishantBamb

Hello, if this Frank, we have already worked together & I have just emailed that Kalpesh will be looking into this tomorrow. Please accept me here & we can continue here too. Thanks.

$315 AUD за 5 дні(-в)

4,5

(25 відгуки(-ів))

5,8

@yurybondarau

I am certified salesforce developer / administrator with about 3 years of experience. I have an experience in creating Conga Composer templates.

$777 AUD за 60 дні(-в)

5,0

(15 відгуки(-ів))

5,4

@sirangi1989

Hi This is Sunil n i am salesforce certified developer and i can help you with this requirement like we can use "Sdocs" application for salesforce which will help you to resolve the problem you are facing with conga composer.

$277 AUD за 5 дні(-в)

5,0

(6 відгуки(-ів))

3,9

@softappspro

We have created the Generate Quote PDF functionality for multiple clients and can provide samples if you'd like. SoftAppsPro is a pool of certified administrators and developers providing the below services: * Salesforce Consulting * Customization/Development * Apex/VF * Admin Support * Integration/Data Migration * Developer Support * User Training/Admin Training * Data Entry/Data Cleanup Please let me know a suitable time for a call. Hoping to talk soon. Thanks & Regards Mukesh Bhardwaj SoftAppsPro Tech.

$555 AUD за 5 дні(-в)