Pushing an Estimate to a Quote

The Services to Salesforce CPQ integration enables you to push an estimate to a Salesforce quote. The details from the estimate are copied to the quote as a quote line. For more information about Salesforce quotes, search for Quotes in the Salesforce Help.

To push an estimate to an existing quote:

1. On an estimate record, click Estimate Actions | Push to Quote.
2. Select the quote you want to push the estimate to.
   Note: Only quotes linked to the same opportunity as the estimate will be displayed.
3. Click Push to Quote.

To push an estimate to a new quote:

1. On an estimate record, click Estimate Actions | Push to Quote.
2. In the Select Quote lookup field, click New Quote.
3. [Optional] Select the Primary checkbox if this is the primary quote for the opportunity.
4. Click Save. The new quote is automatically selected in the Select Quote field.
5. Click Push to Quote.