How to manage the quoting experience in Revenue Cloud
Let’s face it—clunky quoting slows everything down. If you’re leading a sales team, you’ve probably seen it: reps wasting time hunting for product details, chasing price approvals, or navigating a messy quoting screen.
But what if your team could create accurate quotes faster—with all the right info at their fingertips?
That’s exactly what Revenue Cloud was built to do.
“Do you wanna give your sales team the tools they need to create accurate quotes faster? Of course you do.” —Parker Gunnell, Consultant at SOLVD
At SOLVD.cloud, we help SaaS leaders automate the most frustrating parts of their sales process. And quoting is a big one. With a few simple changes inside Salesforce Revenue Cloud, you can turn quoting from a bottleneck into a fast, smooth part of your sales journey.
The Secret Is in the Setup
The key area Parker walked through in the video is the quote line items view—this is where your reps interact with products, pricing, and summaries during the quoting process. Most businesses don’t realize how customizable this screen is.
Here’s what you can change to make a big difference:
1. Side Panel Customization
Instead of overwhelming reps with too much data—or not enough—you can give them exactly what they need:
- Product images
- Descriptions
- Pricing details
- Key attributes
All of this shows up in a clean side panel that only appears when needed.
“We want to keep this area as clutter-free as possible.” —Parker Gunnell, Consultant at SOLVD
You can manage this by editing the page layout—just go to the gear icon and select Edit Page, then customize what columns and fields show up in the quote line items.
2. Quote Summary Enhancements
The quote summary section gives reps a high-level view of the deal, including total price and product groupings. This section can also be customized with fields you choose, so it reflects what’s most important to your business.
Want your reps to see transaction summaries by selling model or highlight discount breakdowns? Easy to do. Just click the quote summary section and select the fields for the body and footer views.
Why It Matters
These changes might seem small, but they have a big impact.
When sales reps can easily find the info they need, they move faster. They make fewer mistakes. And they close deals quicker.
“Having the appropriate fields and information accessible to users within Revenue Cloud is key.” —Parker Gunnell, Consultant at SOLVD
The quoting process shouldn’t feel like a chore. With the right setup, it can become one of the most efficient parts of your sales funnel.
Ready to Optimize Your Quoting Process?
If your quoting experience feels slow or frustrating, we can help. At SOLVD, we specialize in customizing Revenue Cloud to fit your team—so quoting becomes a strength, not a weakness.
🚀 Schedule a free consultation to see how we can streamline your quoting setup and help your team quote faster, with fewer errors.