Quotes and Opportunities page

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  • Updated 4 years ago
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Anybody have a quote and opportunity page they would be willing to share.  We want to make or process of creating an opportunity and multpile quotes off of it more streamline but not sure what is the best way.  Thought it may be could idea to ask around before reinventing the wheel.  I love salesforce but the "clickness" of operations is what brought us to skuid.
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Chad Gill

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Posted 4 years ago

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JD Bell, Senior Product Engineer

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Hey Chad,

Skuid has a page repository to help you get started, including an Opportunity page:

http://help.skuidify.com/s/tutorials/m/getting-started/l/151288-copy-paste-a-set-of-sample-pages-you...

It's probably not exactly what you are looking for, but it may help you get started. Check out our tutorial on adding "Drawers" to a table - it may help you toward creating a streamlined experience for viewing/editing opportunities and quotes:

http://help.skuidify.com/m/components/l/269735-add-nested-rows-to-your-table-with-drawers