Where in SFDC do we 'send the RFP to our underwriting teams'?

• A. In the Lead record
• B. By exporting to Excel
• C. Using the Custom Approvals Page
• D. Using the Create Quote/Proposal button

Answer: (D)

In Salesforce, sending an RFP to underwriting is handled through the quote/proposal workflow. The Create Quote/Proposal button builds a formal document that captures pricing, terms, and product configuration derived from the opportunity. It creates a Quote linked to the opportunity and routes it through the underwriting workflow, ensuring all necessary data is in one trackable place and that the underwriting team can review and approve the package.

That process is preferred because it keeps everything centralized in SFDC with proper traceability and the built-in routing. Using a Lead record isn’t aligned with the deal workflow, exporting to Excel bypasses SFDC’s routing and audit trails, and a Custom Approvals Page, while potentially useful for internal gates, isn’t the standard mechanism to generate and forward an RFP to underwriting.