Currently looking to use Salesforce to create quotes. The proposed quoting subsystem will enable the following business processes:
• Generate a quote, either from an existing or a newly created opportunity, linked to existing and/or new partner and customer accounts.
• Add products as line items to the quote, either automatically from the opportunity or additionally during the quote generation
• Email a generated quote as a PDF file attachment and record the email transaction.
Part 2 of the project is automatically send an email with lead info when a new lead comes in via the web2lead form.