Universal Containers implemented new quoting functionality for sales representatives and needs to enable the same functionality for its partners

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Universal Containers implemented new quoting functionality for sales representatives and needs to enable the same functionality for its partners.

How can this be accomplished?

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts. Update the partner sales process to include stages for managing and submitting partner quotes. Enable quotes and content in the partner portal to allow partners to store their PDF quotes.

View other questions here: Salesforce Sales Cloud Consultant (SU20)

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