Show your customers the prices of the products and services that you offer. Sync quotes
and opportunities so your information stays up to date.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales Cloud, also available in: Professional, Enterprise, and
Unlimited Editions
|
- Create and Manage Quotes
Create quotes to show your customers the prices of the products and services that you offer. Create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices. Then add and sort products as needed to keep your quotes up to date.
- How Quote Syncing Works
Quote syncing lets you link a quote to the opportunity that it was created from and synchronize all updates between the two records. An opportunity can have multiple quotes, but it can sync with only one quote at a time.
- Sync Quotes and Opportunities
Link a quote to the opportunity that it was created from. That way, updates to one record are always reflected in the other.
