---
schema_version: "1"
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title: Considerations for Creating and Managing Quotes and Quote Line Items
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quotes_considerations_for_creating.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_considerations_for_creating.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7aa6285d88c920bdeb089b19368d4a9af939de6c03bacf60d18178b2452ef668
description: Before you create a quote or work with quote line items, review a few key points.
products:
  - Sales Cloud
release: "264"
---
# Considerations for Creating and Managing Quotes and Quote Line Items

Before you create a quote or work with quote line items, review a few key points.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">In Sales, also available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note Your user permissions determine which tasks you can perform. See your Salesforce admin for help with any tasks that you can’t perform on your own.

- Relevant price books, products, and [list prices](https://help.salesforce.com/s/articleView?id=sales.products_prices.htm&release=264.0.0&type=5 "Set and edit prices for each of your company’s products and services.") must be active in an opportunity before you can create a quote for the opportunity.
- Professional, Enterprise, Performance, Unlimited, and Developer Edition orgs can activate record types and ask you to choose a Record Type when creating a quote. Record types determine the picklist values and business processes that are available when you create or edit a record.
- If you use divisions (Salesforce Classic only), the division of a new quote is automatically set to the division of the related opportunity.
- Quotes don’t support division filters.
- You can sort up to 200 quote lines. If your quote has more than 200 line items, sorting is done via the API.
- When you sort quote line items, the sort order updates in PDF quotes and in synced opportunities.
- When a quote is synced with an opportunity then you add a line item to the quote, the new line item is copied to the opportunity as a product in the Products related list.
- If an opportunity is syncing with a quote, deleting the quote line item deletes the corresponding product from the opportunity’s Products related list.
- Opportunity Name isn’t a required field on the quote record page layout.
- Custom field syncing isn’t supported. When a quote is created from the API, the quote line items aren’t created based on the opportunity line items. New opportunity line items are created based on the quote line items.
- If a product has default schedules, the schedules aren’t created when you add a line item to a quote. If the line item is copied from the opportunity, you can view the schedule from the opportunity. To change the schedule, edit the product record directly.
- If you have a quote line item with a discount, and the product has a default schedule on the product record or an individual schedule on the opportunity product record, you can’t edit the Discount field of the line item.
- Creating a quote via New Quote on the Quote related list copies the opportunity products to the quote line items. Custom buttons or quick actions don't automatically create quote line items.
- Quote line items are not supported for dynamic related lists.