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hi there Lawrence here from hip 10 so today Im going to show you how easy it is to create a quote in Salesforce using the free included technology and were going to quickly send that out to someone for approval so heres the final end product so weve got you know can be logo some information about what were selling discount shipping some terms and conditions and at the bottom somewhere to sign and of course this templates are totally customizable so how did we get here so if we go back to the opportunity we can see theres already one quote but were going to create a new one so were just going to come over here and go a new quote and well call this gen quote version two set to your expiry date so this is typically when you know when the quote actually expires now we can set it manually but we can also have an automation run after you save to set it to see 90 days in the future or or something like that especially if you leave it blank and dont specify a date over here weve go
