Quick summary
Enabling Quotes in Salesforce lets sales teams generate and manage price quotes directly within their CRM. The process takes just a few clicks through Advanced Setup and the Quote Settings panel.
Steps
- Click the gear icon at the top right menu of the Salesforce dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Quote Settings.
- Click Enable Quotes to turn on the Quotes feature.
- Tap Save to apply and confirm your changes.
