Opportunities and Quotes
Automatic pipeline tracking, quote creation, quote PDFs, and quote-to-order behavior
Opportunities
Opportunities are the pipeline layer for quotes, sales orders, invoices, payments, and reporting. Users do not need to create an Opportunity manually for every quote. Quote and Sales Order automation creates or links the Opportunity when needed.
Use the custom Opportunity creation action when a customer opportunity needs to be created before quoting. Use the Opportunity stage timeline and related-records components to review quote, order, and payment context from one place.
Quote Creation
Create quotes from the Account or Opportunity using the Create Quote action. This opens the custom quote creator instead of the standard object new-record page.
The quote flow should capture:
| Area | What to confirm |
|---|---|
| Account and contact | Correct customer, billing contact, and shipping contact. |
| Address | Correct ship-to and bill-to addresses. |
| Items | Correct SKUs, quantities, price, discounts, and item-rule warnings. |
| Payment readiness | Gateway/token readiness messages before approval or order conversion. |
| Quote totals | Customer-facing subtotal, discount, taxes, shipping, credits, and total. |
For the lifecycle details, see How Quotes Work. For item entry, see Adding Items to Quotes and Sales Orders.
Item and Stock Context
Use Stock Lookup before committing availability-sensitive quotes. Stock Lookup appears in the Sales app and Item Operations app so reps can confirm inventory signals without switching to raw inventory records.
Item rules may warn or block lines based on product, item group, quantity, pricing, dates, location, or workflow type. Treat warnings as guidance for the quote reviewer; treat blocking messages as required fixes.
Quote PDFs
Use Print Quote PDF from the Quote record. The custom PDF path is part of the Salesforce app and should be used for customer-facing quote output so formatting, terms, item detail, and totals stay consistent.
Conversion to Sales Order
Approved quotes can flow into Sales Orders. The downstream Sales Order should stay linked to the Quote and Opportunity so reporting can roll up revenue, conversion, collection, and payment state.
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