Question

I have a client who needs some solutions for creating a quote/proposal for their clients AND contracts

They want to be able to generate a multi-year quote directly from the Oppty, and be able to apply different discounts to different years. This is proving a bit difficult for them and I am suggesting they implement a solution like Conga or DocuSign, where we can use merge fields. They ALSO need a contract solution, which could be a bit more straight forward. I have used Conga Sign and Conga Composer in the past, so I am thinking that might serve here. OR maybe just DocuSign? Does anyone have any insight? Thanks!

SalesForce

Leila Allen

9 answers, 0 articles

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