Follow these 3 easy steps to install SilkQuote and start quoting in minutes.
1. Install the SilkQuote Salesforce Package
- Open the installation link provided for SilkQuote.
- On the installation page select:
- Install for Admins Only
- Wait for the installation to complete.
- Click Done.
2. Navigate to the SilkQuote App in the Salesforce menu
The first time you use the app, a guided wailkthrough will help you generate your first quote in seconds.
3. Assign SilkQuote Permissions & Licenses to Users
Click Assign Permissions within the SilkQuote configuration.
Assign Admin Permissions
- Configure templates
- Change system settings
- Generate and send quotes
Assign SilkQuote User Permissions
- Generate quotes
- Send quotes
Assign Licesnes to all users
- Setup
- Installed Packages
- SilkQuote –> Manage Licenses
- Add Users
SilkQuote Setup Complete: You’re Ready to Go
At this point SilkQuote is fully operational on Salesforce. You may customize your Salesforce lightning page to use any of the SilkQuote components you like.