Sync a quote with an opportunity

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quote > All-Quotes and select a quote that you want to sync with an opportunity.
    3. In the Details tab of the quote, go to the Source Opportunity option and choose the opportunity you want to sync with.
    4. Select Save.
      The Enable sync button is enabled.
    5. Select the Enable Sync option.
      Current Information and future changes to the quote are automatically synced. The following areas show the sync status.
      • The Sync check box shows that the quote is synced.
      • The Sync flag on the secondary header changes to Yes.
      • The Synced column in the Quotes related list on the Opportunity record shows Yes when sync is activated and No when the quote isn’t synced.
    6. Turn off automatic sync by selecting the Disable sync button.
      Note:
      When sync is enabled, the following conditions occur:
      • No changes can be made to that opportunity (for example, adding line items, changing quantities). ​
      • Additional changes should be made to the quote record.
      • The opportunity record is updated asynchronously with the latest product offerings and prices that are added to the quote.
      • The synced opportunity state changes to closed when the quote is marked as complete