Problem: Salesforce is great for sales data models, but all native functionality (Quotes) and add-on apps render PDFs. PDFs are not mobile-responsive, visible on the web, or able to be accepted.
Solution: DocumentLink for Quotes allows you to share web quotes from any Salesforce data model for web viewing, download, and acceptance.
- Merge fields
- Pay by card (credit/debit)
- Download as PDF
Mobile-responsive web quotes for customer acceptance.