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Set Up Quotes
Make it easy for your sales reps to show your customers the prices of the products and services that your company offers.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales, also available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To enable or disable quotes: | Customize Application |
- From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
- Select the option for enabling quotes.
- Optionally, select the Create Quotes Without a Related Opportunity checkbox, and then click Save to enable that feature.
- To display the Quotes related list on the standard opportunity page layout, select Opportunity Layout.
- To add the Quotes related list to all opportunity page layouts that users have customized, select Append to users' personal related list customization.
- Save your changes.
Note You can’t disable the Quotes feature if:
- Your records have any references to quotes, quote line items, or quote PDFs from any application customizations, including formula fields, triggers, workflow rules, and approval processes. Remove these references before you try to disable the feature.
- Any quote is synced with an opportunity. On each synced quote’s detail page, choose to stop syncing before you try to disable the feature.
See Also
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