Creating a Scoping Session from a Quote

You can create a scoping session from the quote line editor, enabling you to scope an estimate based on the related opportunity and quote. For more information about guided scoping, see Guided Scoping Overview.

Note: A quote can only be associated with one scoping session.

To create a scoping session from a quote:

1. On a quote record, click Edit Lines.
2. Click Create Scoping Session.
3. Enter a name for the scoping session.
4. [Optional] Enter a description for the scoping session.
5. Click Save.

A scoping session is created that's associated with the quote and the related opportunity. When an estimate is create from a scoping session, the new estimate is also associated with the quote.

For more information about using your scoping session, see Completing a Scoping Session.