Activity › Forums › Salesforce® Discussions › How to add Quote function to a Salesforce Opportunity object?
Tagged: Configure Price Quote, Opportunity Object, Opportunity Record, Page Layout, Quote, Quote Related List, QuoteLineItem, Related List, Salesforce Opportunity
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How to add Quote function to a Salesforce Opportunity object?
Posted by Saagar on March 27, 2018 at 7:58 PMHello Everyone,
I am having trouble displaying the Quotes related list on the standard Opportunity Object Page Layout. I have checked that the quote function is enabled. Can someone please help me.
Thanks,
Saagarshariq replied 7 years, 7 months ago 5 Members · 4 Replies -
4 Replies
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Hi Saagar,
You need to first check whether quotes setting is enabled in your Salesforce Org.
To check Quotes setting, please follow following steps:
- From Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).
- If Quotes are not enabled then, select the option for enabling quotes.
- To display the Quotes related list on the standard opportunity page layout, select all the Opportunity Layout displayed.
- 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.
If Quotes is enabled already then, please following steps:
- Goto Setup | Customize | Opportunities | Page layout |and then Click Edit on Opportunity Page layout
- Then click on Related List (in leftmost corner)
- Click on Quote and then drag it on page layout and then save your Page layout
Also, make sure you have you have “Read” and “Create” access to Quote object
Verify this by doing following steps.
Setup | Personal Setup | My Personal Settings | Click on Personal Information and then Click on your Profile.If this comment is helpful for you, please like this comment.
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Hello Saagar,
First you enable quote by following below steps
Login to Org
Go to Setup
Write “Quote Setting” in quick find box
click on “Quote Settings”
Check “Enable Quotes”
Click SaveThen you can make the quote (related list) available on page layout of opportunity object.
Thanks!
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Hi
Please follow the steps
]Go to Setup—>Write “Quote Setting” in quick find box—>click on “Quote Settings”—->Check “Enable Quotes”—>Click Save
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Hi,
Steps to achieve this –
Click on Setup
Write “Quote Setting” in quick find/search box
click on “Quote Settings” link
Check “Enable Quotes” checkbox
Click SaveThen make it available on the page layout of opportunity
Hope this helps
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This reply was modified 7 years, 7 months ago by
shariq.
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This reply was modified 7 years, 7 months ago by
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