New Quote

Quote a brand-new subscription from a Salesforce Opportunity.

The New Quote flow produces a quote for a subscription the customer does not have yet. It starts from an Opportunity and creates a Limio_Quote__c record with Subscription_Id__c left empty.

To quote a change to an existing subscription instead, see Update Quote.

Create the quote

1. Open the Opportunity.
2. Click Generate Limio Quote.
3. Select the offer, add-ons and quantities.
4. Click Next, then follow the link to the new Limio Quote record.

Work with the quote record

When you open a Limio Quote record:

Main area (left) — displays the Cart Items in the quote. Below them are radio buttons where you choose to generate either:

• A Preview link — share with the customer so they can review the quote before purchase.
• A Checkout link — share when they are ready to complete the purchase. The customer enters their own payment details; the rep never handles them.

Details panel (right) — shows the key details of the Limio Quote.

The Limio API behind these links is documented in Checkout and Baskets. To generate links programmatically instead of from the UI, see Generate checkout and preview links from Apex.

Next

• Override a price manually before sending the quote
• Edit the quote if the customer asks for changes
• Route it for approval
• Track its status through to Closed Won