Sales and contracts starter

Quotation

Quote a customer: the lines, discounts, deposit and validity, ready to accept.

Join the waitlist

1 page, as Docable made it from sample records with the ForgeFlow sample brand. The company, people and figures are made up.

  1. Page 1 of the quotation starter, made with the ForgeFlow sample brand.
    Page 1

A two-page quotation on a Quote: quote number, dates and validity, the customer and opportunity, a table of quote lines with discounts, subtotal, tax, deposit and total, delivery terms, and an acceptance block.

Needs Quotes in the org.

Start from it.

New template › Start from a quick start › Quotation. The draft opens with the fields in place.

Your brand, every time.

Pick a Brand Kit and the starter takes its logo, colours and fonts.

PDFWord

PDF and Word.

One template makes both.

More for sales and contracts.

Every starter for sales and contracts

Be first in line.

Docable is on its way to the Salesforce AppExchange. Join the waitlist and we'll tell you the moment it's ready to install.

Join the waitlistTalk to us