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            Quotes Fields

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            Quotes Fields

            If you’re troubleshooting quotes or working with custom fields, review the details about quote fields.

            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

            These tables list the fields that make up a quote. Your page layout, field-level security settings, and Salesforce edition determine what fields are visible and editable. (Field-level security is available in Professional, Enterprise, Unlimited, Performance, and Developer Editions.)

            Note
            Note If the currency of a product on an opportunity differs from the user’s currency in a multicurrency org, currency fields for quotes and quote line items appear in both currencies. The product’s currency is converted to the user’s currency, and the converted amount appears in parentheses. Fields in quote custom reports appear in the report’s currency. Currency fields include Subtotal, Tax, and Grand Total.
            Field Description
            Account Name The name of the account that the quote’s opportunity is linked to. (Read only.)
            Additional To Another address field. By default not displayed on the page layout.
            Additional To Name The name of the person or company that’s associated with the additional address.
            Bill To The billing address for the account that’s associated with the quote.
            Bill To Name The name of the person or company that the quote is billed to.
            Contact Name The name of the contact that’s associated with the quote. By default, this contact is the primary contact on the opportunity.
            Contract The contract that’s associated with the quote.
            Created By The user who created the quote, including the creation date and time. (Read only.)
            Description The description of the quote, or notes to help you differentiate between quote versions.
            Discount The weighted average of all line item discounts on the quote. Can be any positive number up to 100. (Read only.)
            Email The email address of the contact who’s associated with the quote. If available, automatically completed when you add a contact.
            Expiration Date The date when this quote is no longer valid.
            Fax The fax number for the contact who’s associated with the quote. If available, automatically completed when you add a contact.
            Grand Total The total price of the quote plus shipping and taxes. (Read only.)
            Last Modified By The user who most recently changed the quote, including the modify date and time.(Read only.)
            Line Items The number of line items on the quote.
            Opportunity Name The name of the opportunity that’s associated with the quote. (Read only.)
            Owner The owner of this quote. Quotes can have a different owner than their parent opportunity. (Read only.)
            Phone The phone number of the contact who’s associated with the quote. If available, automatically completed when you add a contact.
            Quote Currency

            The currency of the quote that is taken from the currency of the associated opportunity. Available only for organizations with the multicurrency feature enabled.

            Currency fields for quotes and quote line items default to the user's currency. If the opportunity currency differs from the user’s currency, the quote currency must match the currency of its parent opportunity. Users can’t change the quote currency to be different than the opportunity currency.
            Quote Name The quote’s name.
            Quote Number A system-generated number that identifies the quote. (Read only.)
            Quote To The address to send the quote to for approval, such as the address of a third-party agency that represents a buyer. By default not displayed on the page layout.
            Quote To Name The name of the entity (such as a person or business) that the quote is sent to for approval.
            Record Type The name of the field that determines what picklist values are available for the record. The record type can be associated with a sales process. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions.
            Shipping and Handling The total shipping and handling costs for the quote.
            Ship To The shipping address for the account that’s associated with the quote.
            Ship To Name The name of the entity (such as a person or company) that the quote line items are shipped to.
            Status

            The status of the quote. The standard options are:

            • —None—
            • Draft
            • Needs Review
            • In Review
            • Approved
            • Rejected
            • Presented
            • Accepted
            • Denied

            Your admin determines which status is the default for new quotes and which statuses allow you to email a quote PDF.
            Subtotal The total of the quote line items before discounts, taxes, and shipping are applied. (Read only.)
            Syncing Whether the quote syncs with its associated opportunity. (Read only.)
            Tax The total taxes for the quote.
            Total Price The total of the quote line items after discounts and before taxes and shipping. (Read only.)

            Quote Line Item Fields

            Field Description
            Created By The user who created the line item, including creation date and time. (Read only.)
            Date The service date, effective date, or other date for the product.
            Discount The discount that you apply to the line item. You can enter a number with or without the percent symbol. You can use up to two decimal places.
            Last Modified By The user who most recently changed the line item, including the modify date and time. (Read only.)
            Line Description The description of the product in the line item.
            Line Item Number A system-generated number that identifies the line item. (Read only.)
            List Price The price of the product within the price book, including currency. (Read only.)
            Product The name of the line item product as listed in the price book. (Read only.)
            Product Code The internal code or product number used to identify the product.
            Quantity The number of units of this line item’s product included in the quote. The value must be one or greater. If a quote is synced with an opportunity, this field is updated from the quote line item to the opportunity product.
            Quote Name The name of the quote that the line item is for.
            Sales Price The price that you want to use for the product. Initially, the sales price for a product on an opportunity or quote is the product’s list price from the price book, but you can change it here. If a quote is synced with an opportunity, this field is updated from the quote line item to the opportunity product.
            Schedule Whether the line item uses schedules in the opportunity. Default schedules aren’t carried over from the opportunity when opportunity products are copied to a quote.
            Subtotal The line item’s sales price multiplied by the quantity.
            Total Price The line item’s sales price multiplied by the quantity and minus the discount.
             
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