Sync quote and opportunity
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Summary of Sync quote and opportunity
This feature enables ServiceNow sales agents to synchronize quote information with opportunity records, ensuring consistent and accurate data across both records. By syncing quotes and opportunities, agents can accurately track revenue and maintain alignment between related sales data.
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Establishing Sync Between Quote and Opportunity
When a quote is created from an opportunity, the Source Opportunity field on the quote is automatically populated. Revenue metrics and pricing on quotes with child line items are calculated automatically and kept consistent when synchronized with the opportunity record. A Synced banner on the opportunity's Details tab indicates sync status.
To automatically sync the first quote created from an opportunity, the system property autoEnableSyncFirstQuote can be set to true. New versions of quotes can also be created and synced with the original opportunity, provided the previous version was in sync. Quote revisions are accessible from the Revisions tab on the quote record.
When a quote is marked as Accepted or Completed, the synced opportunity status updates to Closed-won.
Field Mapping and Editing Restrictions
Only fields on the opportunity record that are not synced with a quote can be edited by sales agents. Default mappings exist between opportunity headers and quote headers, as well as opportunity line items and quote line items. Key synchronized fields include term duration, pricing metrics (one-time price, monthly recurring revenue, annual recurring revenue), currency, price list, and product offerings.
- Opportunity Header to Quote Header: Term, total one-time price, total MRR, total ARR, amount, primary quote reference, currency, and price list.
- Opportunity Line Items to Quote Line Items: Term, cumulative one-time price, cumulative MRR, cumulative ARR, cumulative TCV, product offering, price list, unit of measure, unit list price, quantity, periodicity, and unit net price.
When opportunity and quote headers and line items are synced, additions and deletions of line items on the opportunity record are disabled, and synced fields become read-only to maintain data integrity.
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.
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.
| 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 |
| 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 |