To make quote from Opportunity, I first add products to "Product" section,
and then make quote in "Quote" section just right below "Product".
I kind having a feeling that to make quote directly is much easier and simple.
But doing so, just making quote does not show the products in quote in "Product" section.
What are their relationship, and meaning of this "Product" section.
In what purpose, this "Product" section be used?
4 answers
It ultimately gives you the flexibility to quote multiple different options, prices, discounts, etc. and not have to make destructive changes to the opportunity every time you want to try a new option. You can have a bunch of quotes, and whichever one is the final one gets synced, and then those products are the ones that push back to the opportunity. This way you aren't adding/deleting products, reconfiguring pricing, etc. every time you want to go back and forth and review different variations, for exaple. I see.
In our business, we have multiple quotes and orders under one Opportunity.
Then we better not Sync the quote but keep those apprived by customers in record,
so we will at least know how much in total this Opportunity will be.
Hope I understand and work out the system correctly.Steve,
Thank you.
In this case, what is the main reason or benefit to pushu over the products in quote to the product in opportunity section?You should be able to add your products in the quote products section, and then sync your quote with the opportunity to push those products over to the opportunity.
It may be worth spending some time in this section (and related sub-sections) of the documentation to ensure your org is configured correctly: https://help.salesforce.com/articleView?id=quotes_synch_overview.htm&type=5
