How Quote Syncing Works

Available in: Salesforce Classic and Lightning Experience

Available in: Performance and Developer Editions

In Sales, also available in: Professional, Enterprise, and Unlimited Editions

While a quote and an opportunity are synced, any addition or change to the list of products in one record syncs with the list of products in the other one. Adding or removing a line item from a quote updates the synced opportunity’s Products related list. Adding or removing a product from the opportunity updates the synced quote’s Quote Line Items related list. Product sorting also syncs between the two records. The quote and opportunity continue to sync each way until you stop syncing or delete one of the records.

You can sync quotes and opportunities that don’t have any products. When you add a product to either record, it’s automatically added to the record that it’s synced to.

If an opportunity and a quote are synced, the opportunity identifies the synced quote in the following places.

• The Synced Quote field on the Opportunity detail page
• The Syncing checkbox in the Quotes related list

You can’t edit the opportunity’s Amount field, even if you stop syncing.

If you replace the synced quote with another synced quote, the existing opportunity line items are replaced by the newly synced quote records.

If you stop the sync between a quote and an opportunity, the link is broken and the records are no longer automatically updated with each other’s changes.