Autofill quote fields from opportunity data when your sales reps start from an opportunity or the quote list view. If the opportunity has a price book, Quote Autofill from Opportunity copies the price book to the quote in the background. Your sales reps spend less time entering deal details.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced license.
Who: To autofill quotes from opportunities, sales reps need the Autofill Quotes from Opportunities permission set.
How: In Salesforce Go, click Quote Creation. Install Quote Autofill from Opportunity in a sandbox.