Webinar Invite: 5 ways to manage Quoting and Products more effectively
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We all know managing Quoting and Products in Salesforce can be a time consuming and clicky process. We would like you to join us on Tuesday, April 23rd to learn 5 methods that we use internally to help us manage Quoting and Products more effectively.
Space is limited. Reserve your spot now!
Registration Closed
Click Here to watch a replay of the webinar
Topics Covered:
- Families/Codes: Associated fields on Products, filtering, and reporting.
- Native Quoting: How native quoting works.
- Rapid Products: Add products to Opportunities & Quotes faster and with fewer clicks.
- Electronic Signatures: Capture electronic signatures using Docusign templates.
- Invoice Schedules: Invoice scheduling on the opportunity level.
Speakers:
Chris Federspiel Jon Logerfo
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