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.
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 |
While a quote and an opportunity are synced, any addition or change to the list of products in one record syncs with the list of products in the other one. Adding or removing a line item from a quote updates the synced opportunity’s Products related list. Adding or removing a product from the opportunity updates the synced quote’s Quote Line Items related list. Product sorting also syncs between the two records. The quote and opportunity continue to sync each way until you stop syncing or delete one of the records.
You can sync quotes and opportunities that don’t have any products. When you add a product to either record, it’s automatically added to the record that it’s synced to.
If an opportunity and a quote are synced, the opportunity identifies the synced quote in the following places.
- The Synced Quote field on the Opportunity detail page
- The Syncing checkbox in the Quotes related list
You can’t edit the opportunity’s Amount field, even if you stop syncing.
If you replace the synced quote with another synced quote, the existing opportunity line items are replaced by the newly synced quote records.
If you stop the sync between a quote and an opportunity, the link is broken and the records are no longer automatically updated with each other’s changes.