Quotes created from opportunities
Key Takeaway
One opportunity can have many quotes, but only one of them can be synced with the opportunity at a time.
A quote shows a customer the proposed prices for your company's products and services. Sales reps usually create quotes from opportunities. When a sales rep uses the New Quote button on an opportunity's Quotes related list, Salesforce copies the opportunity's products onto the quote as quote line items. One quote per opportunity can be synced with it, so changes to line items flow both ways between the quote and the opportunity.
How to set up quotes
An admin needs the Customize Application permission to turn on quotes.
- In Setup, enter
Quotein the Quick Find box, and then open Quote Settings. - Select the option for enabling quotes.
- Select "Opportunity Layout" to show the Quotes related list on the standard opportunity page layout.
- Select "Append to users' personal related list customization" to also add the Quotes related list to opportunity layouts that users have customized.
Quote Settings also includes the "Create Quotes Without a Related Opportunity" option. When you select it, sales reps can click +New Quote on the Quotes page, so sales teams that don't use opportunities can still create quotes.