Activity › Forums › Salesforce® Discussions › How to enable Quote object and sync with Pricebook object to create a Quotation?

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  • Neha

    Member
    March 28, 2018 at 6:50 am

    Hi Saagar,

    With the help of following steps you can enable Quotes in Salesforce:

    1. From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
    2. If Quotes are not enabled then, select the option for enabling quotes.
    3. To display the Quotes related list on the standard opportunity page layout, select all the Opportunity Layout displayed.
    4. To add the Quotes related list to all opportunity page layouts that users have customized, select Append to users’ personal related list customization.
    5. Save your changes.

    Quotes can be created from and synced with opportunities and emailed as PDFs to customers.

    The ability to sync the Pricebook on an Opportunity is standard Salesforce functionality. You will find the "Choose Price Book" button on the Products related list on the Opportunity Detail page.

     

     

  • Archit

    Member
    March 28, 2018 at 7:06 am

    Hello Saagar,

    Please follow below steps to do so.

    Login to Org
    Go to Setup
    Write “Quote Setting” in quick find box
    click on “Quote Settings”
    Check “Enable Quotes”
    Click Save

    Rest you can also explore more by Read Here.

    Thanks!

  • Parul

    Member
    September 20, 2018 at 7:12 pm

    Hi,

    Please follow the steps

    Please follow below steps to do so.

    Go to Setup -----> Write “Quote Setting” in quick find box------->click on “Quote Settings”----->Check “Enable Quotes”---->Click Save

  • shariq

    Member
    September 20, 2018 at 9:40 pm

    Hi,

    Steps to achieve this -

    Click on Setup
    Write “Quote Setting” in quick find/search box
    click on “Quote Settings” link
    Check “Enable Quotes” checkbox
    Click Save

    Hope this helps

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