Pushing an Estimate to a Quote

The Services to Salesforce CPQ integration enables you to push an estimate to its related Salesforce quote. Estimate product instances are copied as quote lines, and any details not related to estimate products are copied as a quote line associated with the selected opportunity product. All the quote lines are then grouped in a quote line group named Services. For more information about Salesforce quotes, search for Quotes in the Salesforce Help.

Notes:

• You cannot push an estimate to a quote if it isn't already associated with one. This is done when creating the estimate by selecting a quote, or when an estimate is created from a quote.
• If you ungroup the pushed records in the quote line editor, the records remain ungrouped if you push to quote again.

To push an estimate to a quote:

1. On an estimate record, click Actions | Salesforce CPQ Integration | Push to Quote.
2. If there are role requests on the estimate that are not associated with an estimate product, search for and select a services product in the Product field to use to create an opportunity product.
3. Click Push.