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.

   Notes:

   • Your estimate must be set as primary to add it to quote.
   • When you add an estimate to a quote, it will also add the estimate to its associated opportunity.
2. On the estimate record, click Add to Quote.
3. Click Add.

Note:

When adding records independent of estimate products to a quote, you must first populate the Product field in the Details tab of the estimate. The selected product is used to create opportunity products when adding records independent of estimate products to opportunity.