Review considerations for working with quotes.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales, also available in: Professional, Enterprise, and Unlimited Editions |
- Considerations for Deleting Quotes
Before you delete a quote, it’s a good idea to understand how deleting a quote affects quote-related PDFs and syncing with opportunities. - 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. - Considerations for Creating Quote PDFs
Before you create quote PDFs, consider a few key points. - Quotes Fields
If you’re troubleshooting quotes or working with custom fields, review the details about quote fields. - Troubleshooting Quote Syncing
Errors can occur when you try to sync quotes under certain conditions. Review common error messages, and learn how to resolve them. If you don’t have the appropriate permissions, contact your Salesforce admin. - Quotes: What’s Different or Not Available in the Salesforce Mobile App
Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different.