Salesforce CPQ quote form creation HTML coding required
Budget: $25 – $50 USD
We have just implemented CPQ in our organization. we need 2 or 3 standardized quote templates built.
1. unit cost quote. no dollar total
2. Limited lump sum quote with total dollar sale.
we will require a standardized header and footer on each page with standard term section along with an additional notes section that can be edited as needed
we will need the ability to select shipping terms with a click option on the quote object. we have 3 sets of shipping data.
we have a layout started but it requires HTML code that is beyond our capability.
adjust correct columns on the quote forms.
We are new to CPQ and its function. so we are open to suggestions.
possible additional work after completion.
1. unit cost quote. no dollar total
2. Limited lump sum quote with total dollar sale.
we will require a standardized header and footer on each page with standard term section along with an additional notes section that can be edited as needed
we will need the ability to select shipping terms with a click option on the quote object. we have 3 sets of shipping data.
we have a layout started but it requires HTML code that is beyond our capability.
adjust correct columns on the quote forms.
We are new to CPQ and its function. so we are open to suggestions.
possible additional work after completion.