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hello and welcome to the limo quotes and invoices tutorial Series in todays tutorial well demonstrate the process of creating an online quote and taking a payment on that quote using limos quotes and invoices add-on for Salesforce quotes and invoices is a managed package available on the Salesforce app exchange and requires Salesforce Enterprise addition or hire the limo content items add-on which is free and limo payment connect in this scenario weve been working with our customer AC Sports and have a standard Salesforce opportunity that is in the proposal price quotes stage we need to convert the opportunity to a quote that we can then send to the customer have them review and approve it and if they approve it make a payment online before we go to the opportunity though lets set up a reusable HTML snippet containing our terms and conditions this is done using a custom object thats included with the add-on called a Content item well navigate to the content items tab click new a
