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Automated Quote Templates
                                                    in Salesforce
    Company: Worldwide Power Products
    Opportunity: Automated Quote
    Templates in Salesforce
    Vertical: Power Engine Manufacturing

?    Challenge                           Solution                         Benefits
                                                .
    WPP wanted to better               Completed object level         Automation process Increased
    manage their manual upload          development & designing as      the productivity of WPP
    process                             per the client requirements
                                        using workflows ,validation     Client can save time &
    Item Number & PDF should           rules and triggers              manpower invested on manual
    visible at the opportunity level                                    process.
                                        Linked the rental & purchase
    Purchase and rental quote          quote PDF with the related      Information can be visible at
    layout should look like the         opportunity                     the opportunity level
    product page layout
                                        Used CSS level designing for WPP now offers better
                                        both rental and purchase      managed services to its clients
                                        quote PDF                     using purchase and rental quote
                                                                      PDF

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  • 1. Automated Quote Templates in Salesforce Company: Worldwide Power Products Opportunity: Automated Quote Templates in Salesforce Vertical: Power Engine Manufacturing ? Challenge Solution Benefits . WPP wanted to better Completed object level Automation process Increased manage their manual upload development & designing as the productivity of WPP process per the client requirements using workflows ,validation Client can save time & Item Number & PDF should rules and triggers manpower invested on manual visible at the opportunity level process. Linked the rental & purchase Purchase and rental quote quote PDF with the related Information can be visible at layout should look like the opportunity the opportunity level product page layout Used CSS level designing for WPP now offers better both rental and purchase managed services to its clients quote PDF using purchase and rental quote PDF