Considerations for Syncing Quotes and Opportunities

Starting the sync process makes sure that any changes you make to quote line items automatically update the associated opportunity.

Product and Attribute Mapping

• Opportunities don’t support bundle structures, so the system adds all products within a bundle as separate, individual products in the opportunity.
• Products appear as separate quote line items rather than a bundle when you create a subsequent quote from an opportunity.
• The system doesn’t copy the selected quote line item’s attributes to the opportunity because opportunities don’t support product attributes.
• Manually select attribute values when creating another quote from that opportunity.

Field Visibility and Term-Defined Products

• Users syncing Quote Line Items with Opportunity Line Items see the HasRevenueSchedule and HasQuantitySchedule fields.
• Opportunity Line Items don’t include term-definition fields, such as period boundaries.
• The system transfers only one-time products and excludes term-defined products when you create a quote from an opportunity.

Manage the Sync Process

• Use the Start Sync quick action on the quote page to begin the process.
• Use the Stop Sync quick action on the quote page to terminate the automatic update process.