Adding an Estimate to a Quote

To add an estimate to a Salesforce RLM quote:

1. On the Salesforce RLM quote record that you want to add the estimate to, click Start Sync.

   Note:

   Your estimate must be set as primary to add it to quote.

2. On the estimate record, click Add to Quote.
3. Click Add.

Note:

If you need to edit an estimate and add it to the quote again, you must first delete the existing quote lines before clicking Add to Quote on the estimate record. This will prevent duplication of quote lines.