Products and pricebooks

Question 1

Explain how products and price books work together

Answer 1

Price books keep track of prices for several products, you can have a standard price book, discounted one, etc.

Question 2

How do you setup a price book?

Answer 2

apps>price books>name it>add products

Question 3

Explain how quote templates help sales reps efficiently prepare quotes for customers.

Answer 3

They can chose what template is required for each quote pdf, maybe one is for sales tax, the other no sales tax

Question 4

How do you set up a quote template

Answer 4

setup>quote template

Question 5

How do you create contracts

Answer 5

setup>contracts>new