In Salesforce, you can create quotes directly from Opportunities — no external tools needed. For many teams, that’s perfectly sufficient until more specific requirements come into play: discounts, multiple languages, or brand-compliant layouts. With apps like Finblick, you can automate these steps, save time, and generate quotes right inside Salesforce — faster, simpler, and more modern.
Many companies don’t want complex CPQ setups – they need a fast, intuitive solution for most of their use cases. That’s exactly where Finblick comes in.
Many organizations use Salesforce to manage their entire sales process – from lead capture to closing deals.
But when it comes to creating quotes, it quickly becomes clear: Salesforce’s standard features cover the basics but reach their limits when it comes to automation and customization of the quoting process. Many teams want more flexibility – for example, with layouts, automatic discounts, or multilingual quotes. They also want to easily include terms and conditions or product sheets directly within Salesforce.
The alternative to Salesforce’s built-in quoting tools is often specialized CPQ systems – powerful, but also complex to configure and costly to license.
For many companies, that’s simply too much. They don’t need an oversized solution – they want a simple, modern, and affordable tool that covers the essentials right out of the box.
That’s where Finblick comes in: a modern app that helps automate the quote creation process in Salesforce – with automated discounts, multilingual text blocks, and customizable layouts. This way, teams can keep their existing workflows while saving time, reducing costs, and minimizing coordination effort.
Through our work with customers, the following common requirements have emerged:
This is where Finblick comes in. With Finblick, you can create quotes that meet these common requirements.
This allows you to automate your quoting process with a modern, cost-effective solution.
With the following features and capabilities, Finblick helps you automate your quoting process in Salesforce.
Use contracts, accounts, or price books as the basis for your automated discounts and prices.
Use language-dependent text blocks, translated product names and descriptions, and dynamic placeholders. This makes it easy to create quotes in your customers’ preferred language.
A major advantage of Finblick for many companies when it comes to automating the quoting process in Salesforce is its flexible and scalable licensing model.
This model prevents you from paying for a large set of features you don’t actually need.
According to our customers, that’s a common issue with many other solutions.
In the list above, we’ve linked the exact sections in our Finblick quoting process video.
Finblick is ideal for teams already using Salesforce who want to automate their quoting process, create brand-compliant quotes, and manage them directly within Salesforce.
Highly complex CPQ scenarios with extensive product configuration logic.
Since 2010, we’ve been helping companies implement and use Salesforce Cloud technologies across their sales, marketing, support, finance, and HR processes.
Our team specializes in high-quality Salesforce app development that makes complex processes simple and intuitive. We focus on process optimization, app development, and seamless system integration.
With Finblick, you can create quotes in Salesforce faster, more reliably, and with greater flexibility.
Automating the quoting process in Salesforce doesn’t have to be complicated. Our app Finblick reduces manual effort, minimizes errors, and adapts to your individual workflows.
This way, you can fully automate your quoting process in Salesforce – leaving more time for what really matters: sales, not admin work.
E-invoice, XRechnung (XInvoice)*, XML invoice, PDF invoices, and … ZUGFeRD? E-invoicing is currently a hot topic in Germany. ...
Since the decision of the Federal Labor Court (Bundesarbeitsgericht) in Germany in late 2022, it has been clear: employers ...
In this blog post, we will discuss what CI/CD (Continuous Integration and Continuous Deployment) is and how it helps us in ...
We look forward to hearing from you and will usually reply within one business day!
