Quote Fields

Here is a description of the buttons that the Certinia Services CPQ – Salesforce CPQ Connector adds to the Salesforce Quote object.

Buttons

Button	Description
Create Estimate	Creates an estimate associated with the quote.
Create Scoping Session	Creates a scoping session associated with the quote and related opportunity.
Sync with Estimate	Syncs the services products on the estimate with the quote and vice versa.