Pushing an Estimate to an Opportunity

You can push the details of a primary estimate to the related opportunity as resource requests and an opportunity product. When you create a project from an estimate, the estimate is automatically pushed to the related opportunity if it hasn't already been.

Resource requests are created on the opportunity from the estimate's role requests.

  • IsServicesProductLine: Defaults to true.
  • Line Description: The description entered when pushing the estimate to the opportunity.
  • Opportunity: The opportunity to which the estimate relates.
  • Opportunity Product Date: The date of the new opportunity product.
  • Product: The product selected when pushing the estimate to the opportunity.
  • Quantity: Defaults to 1.
  • Sales Price: The value in the net amount field on the estimate.
Note: Your administrator can disable the creation of an opportunity product when an estimate is pushed to opportunity. For more information, see Managing Custom Settings from Setup.

To push estimate details to an opportunity:

  1. On a primary estimate record, click Actions | Services CPQ | Push to Opportunity.
  2. Search for and select the product you want to create an opportunity product for.
    Note: Only services products associated with the related opportunity's pricebook are displayed.
  3. Enter a date.
  4. [Optional] Enter a description.
  5. Click Next.
  6. [Optional] Click Grouping Criteria to review the fields resource requests will be consolidated by.
    If skills and certifications are enabled in Services CPQ in your org, you can move them from the Selected list to the Available list to exclude them from the criteria to consolidate role requests by, then click Update Preview.
  7. Click Push.
Note: If the Primary checkbox is deselected on the estimate after pushing to opportunity, the resource requests and opportunity products are deleted from the opportunity.