---
template: "marketing.peb"
title: "Guided Quote Support for Salesforce Documents"
displayName: "Guided Quote Support"
description: "Collect quote inputs and prepare quote explainers from Salesforce context without replacing CPQ."
category: "solutions"
contentType: "overview"
audience: "end-user"
tags: "solutions,quote-explainers,salesforce,sales-documents"
section: "solutions"
seoTitle: "Guided Quote Support for Salesforce Documents"
seoDescription: "Help reps collect quote inputs and generate customer-ready quote explainers from Salesforce context without replacing CPQ."
---

## Guided Quote Support

Guided Quote Support helps reps collect missing quote inputs and prepare customer-ready quote explainers from
Salesforce context.

This workflow is deliberately scoped. iDialogue can help explain and package quote-related information in a
document workflow, but it is not positioned as a pricing engine or quote approval owner.

## What this workflow supports

- Missing-input prompts for quote-ready document drafts.
- Product and offer summaries grounded in Salesforce context.
- Customer-facing quote explainers for review.
- Proposal handoff once quote inputs are ready.
- Review checkpoints for pricing, discount, and terms language.

## Boundaries

Pricing rules, discount approvals, quote calculation, order management, billing, tax, invoicing, and revenue
recognition remain in the systems and review processes that own them.

## Related pages

- [Proposals and Sales Documents](/solutions/proposals-sales-documents/index.html)
- [Quick Quote](/agents/quick-quote.html)
- [Deal Desk Copilot](/agents/deal-desk-copilot.html)
- [Pricing](/pricing.html)