Pushing an Estimate to a Quote

The Services to Salesforce CPQ Connector enables you to push an estimate to its related Salesforce quote. Estimate product instances are copied as quote lines, and any details not related to estimate products are copied as a quote line associated with the selected opportunity product. All the quote lines are then grouped in a quote line group named Services. For more information about Salesforce quotes, search for Quotes in the Salesforce Help.

Notes:
  • You cannot push an estimate to a quote if it isn't already associated with one. This is done when creating the estimate by selecting a quote, or when an estimate is created from a quote.
  • If you ungroup the pushed records in the quote line editor, the records remain ungrouped if you push to quote again.
  • If both the estimate and quote and quote are primary, the estimate is also pushed to opportunity. For more information, see Pushing an Estimate to an Opportunity.

To push an estimate to a quote:

  1. On an estimate record, click Actions | Services to Salesforce CPQ Connector | Push to Quote.
  2. If there are role requests on the estimate that are not associated with an estimate product, a window to create a quote line for the independent role requests is displayed. Search for and select a services product in the Product field to use to create a quote line. The resource requests that will be created from these role requests will be associated with the new quote line. If this window is not displayed, go to step 6.
  3. [Optional] Enter a description.
  4. [Optional] Click Grouping Criteria to review the fields that resource requests will be consolidated by.
    If estimate role skills 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.
  5. Click Next.
  6. Review the quote lines that will be created from the estimate products. If you created a quote line at step 2, this is also displayed.
  7. [Optional] Click Grouping Criteria to review the fields that resource requests will be consolidated by. If you configured the grouping criteria at step 4, this will be overridden.
    If estimate role skills 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.
  8. Click Push.
  9. To create an opportunity product including the details of the estimate products, open the quote associated with the estimate in the Quote Line Editor and click Save. This is due to a Salesforce limitation. For more information about the details added to the new opportunity product, see Pushing an Estimate to an Opportunity.