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How to enable Quote object and sync with Pricebook object to create a Quotation?
Hello Everyone,
Can you please tell me how to enable Quote object and sync with Pricebook object to create a Quotation.
Thank you,
Saagar
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4 Replies
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Hi Saagar,
With the help of following steps you can enable Quotes in Salesforce:
- From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
- If Quotes are not enabled then, select the option for enabling quotes.
- To display the Quotes related list on the standard opportunity page layout, select all the Opportunity Layout displayed.
- To add the Quotes related list to all opportunity page layouts that users have customized, select Append to users’ personal related list customization.
- Save your changes.
Quotes can be created from and synced with opportunities and emailed as PDFs to customers.
The ability to sync the Pricebook on an Opportunity is standard Salesforce functionality. You will find the "Choose Price Book" button on the Products related list on the Opportunity Detail page.
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Hello Saagar,
Please follow below steps to do so.
Login to Org
Go to Setup
Write “Quote Setting” in quick find box
click on “Quote Settings”
Check “Enable Quotes”
Click SaveRest you can also explore more by Read Here.
Thanks!
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Hi,
Please follow the steps
Please follow below steps to do so.
Go to Setup -----> Write “Quote Setting” in quick find box------->click on “Quote Settings”----->Check “Enable Quotes”---->Click Save
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Hi,
Steps to achieve this -
Click on Setup
Write “Quote Setting” in quick find/search box
click on “Quote Settings” link
Check “Enable Quotes” checkbox
Click SaveHope this helps
Log In to reply.
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