Quote sync with opportunity products
Key Takeaway
An opportunity syncs with only one quote at a time. If you start syncing a different quote, the opportunity's existing products are replaced by that quote's line items.
Quote syncing links a quote to the opportunity it was created from. While the two records are synced, updates flow both ways, so product changes in one record show up in the other. This keeps the opportunity's products and Amount in line with the synced quote's line items and total. An opportunity can have many quotes, but it syncs with only one quote at a time.
How to start syncing
To start syncing, you need the Create permission on quotes. You start the sync from the quote.
- Open the quote.
- Click "Start Sync".
- Follow the prompts.