Quote Fields

The Services Estimator – Salesforce CPQ Connector adds the following buttons to the Salesforce Quote object.

Buttons

Buttons added to the Quote object
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.

Tasks

Reference