---
schema_version: "1"
id: 588ec9d11ad4b27241a5adeb8125b3ce466377df75e7e47dcdfd87a817d76941
title: Sync Quotes and Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quotes_synch.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_synch.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 341bd3a5379d83696a28465f3dca4116b03d9f3e2a0229fc89ade57c92a03ec2
description: Link a quote to the opportunity that it was created from. That way, updates to one record are always reflected in the other.
products:
  - Sales Cloud
release: "264"
---
# 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.

### 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="d37777e81">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d37777e81 ">To sync quotes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d37777e81 ">Create on quotes</td>

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

1. Open the quote that you want to sync, and then click **Start Sync**.
2. Follow the prompts until the quote and opportunity are synced.
    
    The opportunity’s Synced Quote field and quotes related list identify the quote that’s synced.
3. To stop syncing between a quote and an opportunity, open the synced quote, and then click **Stop Sync**.
    
    Updates are no longer synced between the records.
4. To sync a different quote with an opportunity, follow the steps for syncing a quote.
    
    The previously synced quote stops syncing, and the new quote starts.

When you sync a Quote to an Opportunity, the system matches these fields.

 
| Opportunity | Quote |
| --- | --- |
| SyncedQuote | IsSyncing |
| Pricebook2 | Pricebook2 |
| Amount | TotalPrice |
|  | Subtotal |
| TotalOpportunityQuantity | LineItemCount |

![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

The Amount field on the Opportunity syncs with the TotalPrice field on the Quote, which is calculated as the subtotal of all line items.

When you sync a QuoteLineItem to an OpportunityLineItem, the system matches these fields.

 
| OpportunityLineitem | Quotelineitem |
| --- | --- |
| Quantity | Quantity |
| UnitPrice | UnitPrice |
| ServiceDate | ServiceDate |
| Discount | Discount |

When you sync a QuoteLineItem to an OpportunityLineItem in Revenue Cloud, the system matches these additional fields.

 
| OpportunityLineitem | Quotelineitem |
| --- | --- |
| HasRevenueSchedule | HasRevenueSchedule |
| HasQuantitySchedule | HasQuantitySchedule |

#### See Also

- [How Quote Syncing Works](https://help.salesforce.com/s/articleView?id=sales.quotes_synch_overview.htm&release=264.0.0&type=5 "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.")
- [Troubleshooting Quote Syncing](https://help.salesforce.com/s/articleView?id=sales.quotes_sync_troubleshooting.htm&release=264.0.0&type=5 "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.")