---
schema_version: "1"
id: beb2b9c38656896d60cbfba880e2fbe5087d64c88da689d7bb9c3ffc8cdc60a0
title: Quotes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quotes_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bec26723717d63aad9fecbcf0d96607437702518fc7953ce67182a08310e3577
description: Quotes in Salesforce represent the proposed prices of your company’s products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa. Get an overview of all your quotes on the Quotes tab. And if you’re using Lightning Experience, track sales activity in Path and stages in Kanban.
products:
  - Sales Cloud
release: "264"
---
# Quotes

Quotes in Salesforce represent the proposed prices of your company’s products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa. Get an overview of all your quotes on the Quotes tab. And if you’re using Lightning Experience, track sales activity in Path and stages in Kanban.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d54798e80">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54798e80 ">To view quotes:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54798e80 ">Read on Quotes</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54798e80 ">To create quotes:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54798e80 ">Create on Quotes</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54798e80 ">To add quote line items:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54798e80 ">
            <p>Edit on Quotes</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Read on Products and Price Books</p>
          </td>

        </tr>
      </tbody>
    </table>

- **[Set Up Quotes](https://help.salesforce.com/s/articleView?id=sales.quotes_enable.htm&release=264.0.0&type=5)**  
    Make it easy for your sales reps to show your customers the prices of the products and services that your company offers.
- **[Enable Quote Creation Without a Related Opportunity](https://help.salesforce.com/s/articleView?id=sales.cpq_quotes_without_opportunities.htm&release=264.0.0&type=5)**  
    Sales reps can now fast-track deals by creating quotes without first creating an opportunity, speeding up delivering quotes to their customers for review. This feature allows sales departments who don’t use opportunities to use quoting.
- **[Set Up Quote Templates](https://help.salesforce.com/s/articleView?id=sales.quotes_template_landing_page.htm&release=264.0.0&type=5)**  
    Quote templates let you customize the way your sales reps quote your company’s products and services. Sales reps can select standard or customized quote templates from their quote records, generate quote PDFs, and email them to customers.
- **[Manage Your Quotes](https://help.salesforce.com/s/articleView?id=sales.quotes_manage_your_quotes.htm&release=264.0.0&type=5)**  
    Show your customers the prices of the products and services that you offer. Sync quotes and opportunities so your information stays up to date.
- **[Create and Email Quote PDFs](https://help.salesforce.com/s/articleView?id=sales.quotes_create_pdf.htm&release=264.0.0&type=5)**  
    Provide quotes to your customers the easy way: via PDF. Create quote PDFs from a standard template or from your company’s design. Email quotes to your customers. Then delete quotes that you no longer need.
- **[Things to Know About Quote Templates](https://help.salesforce.com/s/articleView?id=sales.quotes_templates_supplemental.htm&release=264.0.0&type=5)**  
    Review considerations and guidelines for working with quote templates.
- **[Things to Know About Quotes](https://help.salesforce.com/s/articleView?id=sales.quotes_supplemental.htm&release=264.0.0&type=5)**  
    Review considerations for working with quotes.