b256e86661
## Changes Adds a new "Generate a customer quote" section to the Go-To-Market operations handbook page. This documents the workflow for generating quote PDFs with custom terms in Salesforce: 1. Navigate to the approved quote record. 2. Populate the **Terms** field with the full general terms plus any custom language. 3. Generate the PDF using the "Promises or custom terms" template. 4. Review and submit to Zay Hanlon for approval before sending to the customer. This section follows the existing "Create a quote" section and provides the next step in the quoting workflow. --- Built for [Sam Pfluger](https://fleetdm.slack.com/archives/C08BTMFTUCR/p1784074821847739?thread_ts=1784057153.990589&cid=C08BTMFTUCR) by [Kilo for Slack](https://kilo.ai/slack) --------- Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com> Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
Welcome to Fleet
Introduction
The Fleet handbook is the living source of truth for how we run the company. This handbook is open to the world and feedback and contributions are welcome from everyone. Feel free to click "Edit this page" to suggest an improvement anywhere you see fit. (The right reviewer will be automatically notified, and will reply to you promptly. Your change will go live on the website ≈10 minutes after it is merged.)