The Services CPQ – Salesforce CPQ Connector enables you to sync an estimate with its related Salesforce quote and vice versa. Regardless of whether the sync is actioned on the estimate or quote page, records on both the estimate and quote are added and updated.
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 grouped in a quote line group named Services by default, or you can select the quote line group to add them to in the Quote Line Group field on the estimate.
For more information about Salesforce quotes, search for Quotes in the Salesforce Help.
To sync an estimate with a quote:
- Do one of the following:
- On an estimate record, click Actions | Services CPQ – Salesforce CPQ Connector | Sync with Quote.
- In the quote line editor, click Sync with Estimate.
- Enter the details of the estimate products that will be created from the associated quote lines. Some fields are pre-populated and uneditable because the values are copied from the related product.
- Click Next.
- If both the estimate and quote are primary, the estimate is also added to opportunity. Click Next. If either the quote or estimate is not primary, go to step 6.
- 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. For more information, see Adding an Estimate to an Opportunity.
- Click Sync.
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