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link a sales quote to an opportunity or create sales quote templeate

Hi Experts.

Is there any way to link a Sales quote to an opportunity that has been already created?

I can not create the sales quote from the opportunity cause the sales quote is created from another quote like a templeate, or in this case, is there anyway to create a qoute template and use it when creating a sales quoute from an opp?

Hope for you to help me.

Best regards

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1 Answer

  • Best Answer
    May 08, 2018 at 06:22 AM

    You can link an opportunity to an already created sales quote if you simple select the Opportunity in the sales quote header (likely a hidden field in your case).

    Concerning quote template: You can copy a quote and change the account accordingly. With the change of the account you trigger a new party determination for parties that have been automatically derived. In case the "quote template" has party roles adjustment that have been done manually by the user, the parties should not be redetermined in case the account is changed in the new copied quote.

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