Sync quote and opportunity

Sync quote information from the quote record to an opportunity record. This keeps the quote data consistent and accurate across both the records and enables sales agents to track revenue from opportunities accurately.

Establish a sync between quote and opportunity

As a sales agent, you can establish the sync between quote and opportunity records and ensure that a defined set of fields between opportunity-quote and opportunity line items-quote line items remain synchronized.

When a quote is created through an opportunity, the Source Opportunity field on the quote record is automatically populated with the details of the opportunity through which the quote is created. To create a quote through an opportunity, see Create a quote.

When a quote is created with child line items, the revenue metrics and prices for the quote are automatically calculated. To learn more about the revenue metrics and how they’re calculated, see Subscription revenue metrics.

When the quote record is synchronized with the opportunity record, the prices and revenue metrics are also synced and are consistent across both forms.

The Synced banner on the Details tab on the opportunity record displays whether the quote is in sync with its opportunity. To automatically sync the first quote with its source opportunity, set the autoEnableSyncFirstQuote system property to true.

To learn more about establishing a sync between quote and opportunity and automatically enable sync, see Sync a quote with an opportunity.

You can create a new version of a quote from a quote record to establish a sync between the new revised quote with the initial opportunity.

Note:

The new version of the quote is in sync with the opportunity only if the previous version was also in sync.

View the new quote revisions from the Revisions tab on the quote record.

On the quote record, mark the State as Accepted or Completed to move the synced opportunity to Closed-won.

Map quote and opportunity header fields and line items

As a sales agent, you can only edit and make changes on the fields on an opportunity record that aren’t in sync with a quote.

The following is a list of default field mappings between opportunity line items with quote line items and opportunity header with quote header fields. To learn more about the fields and their descriptions, see Subscription revenue metrics.

Table 1. Default synced fields between opportunity header and quote header

Opportunity header	Quote header
Term (months)	Term (months)
Total one-time price	Total one-time price
Total MRR	Total Monthly Recurring price
Total ARR	Total Annual Recurring price
Amount	Total Amount
Primary Quote	Quote id ref
Currency	Currency
Price list	Price list

Table 2. Default synced fields between opportunity line-item and quote line-item fields

Opportunity Line items	Quote Line items
Term (months)	Term (months)
Cumulative one-time price	Cumulative one-time price
Cumulative MRR	Cumulative Monthly Recurring price
Cumulative ARR	Cumulative Annual Recurring price
Cumulative TCV	Cumulative Net price
Product offering	Product Offering
Price list	Price list
Unit of measure	Unit of measure
Unit list price	Unit list price
Quantity	Quantity
Periodicity	Periodicity
Unit net price	Unit net price

Note:

When an opportunity and quote header, and an opportunity line item and quote line item are in sync with each other, the addition and deletion of line items on the opportunity record is disabled. All the synced fields on the opportunity and opportunity line item record becomes read only.

Related concepts

• Install and configure Opportunity Management
• Opportunity Management