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CPQ Quote Package Settings
Quote package settings manage the creation and maintenance of quotes throughout Salesforce CPQ. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
| Field Name | Description |
|---|---|
| Disable Initial Quote Sync | By default, when a sales rep creates the first quote from an opportunity, Salesforce CPQ creates quote lines for each of its opportunity products. When you enable this setting, Salesforce CPQ doesn’t create quote lines for the opportunity products. When Salesforce CPQ creates a quote line from an opportunity product, the bundle products aren’t included in the quote line because the bundle structure data isn’t available in the opportunity product. When Salesforce CPQ creates a quote line from an opportunity product, MDQ products (multi-dimensional quoting products) aren’t segmented because the MDQ product data isn’t available in the opportunity product. |
| Disable Quote Contact Defaulting | When sales reps make a quote from an opportunity, the quote doesn’t inherit its primary contact from the opportunity. The sales rep or a Salesforce admin enters the quote’s primary contact instead. |
| Allow Option Deletion | Sales reps can delete product options from prior quotes. |
| Disable Quote Address Defaulting | When sales reps make a quote from an opportunity, the quote doesn’t inherit its address from the opportunity. The sales rep or an admin enters the quote’s address instead. |
| Primary Quote Keeps Opportunity Products | When a sales rep deselects the Primary field on a quote, the quote keeps the opportunity products it inherited when it was made primary. |
| Default Quote Validity (Days) | The quote’s expiration date equals the quote’s creation date plus the default quote validity value. For example, if a quote is created on June 1, 2021, and the default quote validity is 28, the quote’s expiration date is June 29, 2021. If the default quote validity is null, the quote’s expiration date is null. The quote’s expiration date has no default functionality, but it can be used in custom automation. |
