What is Quote sync?

Question

What is Quote sync and how does it work?

Answer

Quote sync gives you the ability to update an Opportunity based on an approved Quote.

Few things to consider:

  • While you can create multiple Quotes associated with an Opportunity, you can only have one Quote synced at a time.
  • Syncing a Quote with the Opportunity will replace the original Opportunity value and will no longer be editable manually.
  • Instead, the Opportunity value will be updated automatically based on the Quote it is synced with.
  • Only if you un-sync a Quote from an Opportunity will give you the option to edit the Opportunity value again. 

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