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            Enable Quote Creation Without a Related Opportunity

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            Enable Quote Creation Without a Related Opportunity

            Sales reps can now fast-track deals by creating quotes without first creating an opportunity, speeding up delivering quotes to their customers for review. This feature allows sales departments who don’t use opportunities to use quoting.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions with a Sales Cloud license.
            Applies to: Aura, LWR, and Visualforce sites accessed through Lightning Experience in the same editions.
            User Permissions Needed
            To create quotes with or without opportunities: Sales Cloud license and access to quotes
            1. From Setup, enter quote in the Quick Find box, and then select Quote Settings.
            2. Select Create Quotes Without a Related Opportunity, and then click Save.
            3. Select a page layout if you’re enabling quotes for the first time, and then save your changes.
              The quote page layout can’t contain formulas or lookups to formulas that refer to the fields on the Opportunities object.
            4. In Setup, search for sharing to find the Sharing Settings page.
              1. Find the Quote object, select Edit, and then set the Default Internal Access from Controlled by Parent to Private. Click Save.
              2. Find the Quote Sharing Rules section by scrolling down the page, and then click New. Create a quote sharing rule for quote objects. You must set up a rule because no parent record exists for the quote to inherit sharing settings.
            5. To create a quote, select the Quotes tab on the page header, and then click +New Quote.
            • Creating or selecting an opportunity for your new quote is optional.
            • Choose a different opportunity at a later time.
            • You can change the quote owner during quote creation.
            • Associate your new quote to an account. This association is optional, but recommended because an account is required to convert the quote to an order.
            • A new QuoteAccount field has been added to the page layout for you to specify an account on the quote. The Account field from the opportunity lookup isn’t filled in. Instead, the QuoteAccount field is used to see an account in the view.
             
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