Sync quote and opportunity

  • Release version: Australia
  • Updated June 16, 2026
  • 2 minutes to read
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    Summary of Sync quote and opportunity

    This feature enables ServiceNow sales agents to keep quote and opportunity records synchronized, ensuring consistent and accurate quote data across both records. It facilitates precise revenue tracking from opportunities by syncing key financial and product details between quotes and their related opportunities.

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    Key Features

    • Automatic Source Opportunity Linking: When a quote is created through an opportunity, the quote’s Source Opportunity field is automatically populated, establishing a direct connection.
    • Field Synchronization: A defined set of header and line item fields between quotes and opportunities are synced to maintain data consistency. This includes terms, prices, revenue metrics, currency, product offerings, quantities, and more.
    • Revenue Metrics Calculation: Revenue metrics and prices are automatically calculated when quotes include child line items, and these values are kept consistent across both records.
    • Sync Status Indicator: The opportunity record’s Details tab displays a Synced banner indicating whether the quote and opportunity are currently synchronized.
    • Automatic Sync Enablement: Admins can enable automatic synchronization of the first quote with its source opportunity by setting the autoEnableSyncFirstQuote system property to true.
    • Quote Versioning and Sync: New versions of quotes can be created and synced with the initial opportunity, maintaining sync only if previous versions were synced.
    • Opportunity State Management: Marking a quote’s State as Accepted or Completed updates the linked opportunity to Closed-won status.
    • Field Editing Restrictions: Once synced, fields on the opportunity and line items that are mapped to quote fields become read-only, and adding or deleting synced line items on the opportunity is disabled.

    Practical Application for ServiceNow Customers

    This synchronization capability streamlines sales processes by eliminating manual data entry and discrepancies between quotes and opportunities. Sales agents can rely on accurate, real-time financial and product data reflected in both records. Administrators can configure automatic syncing to improve efficiency and ensure data integrity throughout the sales lifecycle. By using this feature, customers can better track revenue, manage quote revisions, and close opportunities with confidence that all quote information is accurately reflected.

    Sync quote information from the quote record to an opportunity record. This keeps the quote data consistent and accurate across both the records and enables sales agents to track revenue from opportunities accurately.

    Establish a sync between quote and opportunity

    As a sales agent, you can establish the sync between quote and opportunity records and ensure that a defined set of fields between opportunity-quote and opportunity line items-quote line items remain synchronized.

    When a quote is created through an opportunity, the Source Opportunity field on the quote record is automatically populated with the details of the opportunity through which the quote is created. To create a quote through an opportunity, see Create a quote.

    When a quote is created with child line items, the revenue metrics and prices for the quote are automatically calculated. To learn more about the revenue metrics and how they’re calculated, see Subscription revenue metrics.

    When the quote record is synchronized with the opportunity record, the prices and revenue metrics are also synced and are consistent across both forms.

    The Synced banner on the Details tab on the opportunity record displays whether the quote is in sync with its opportunity. To automatically sync the first quote with its source opportunity, set the autoEnableSyncFirstQuote system property to true.

    To learn more about establishing a sync between quote and opportunity and automatically enable sync, see Sync a quote with an opportunity.

    You can create a new version of a quote from a quote record to establish a sync between the new revised quote with the initial opportunity.
    Note:
    The new version of the quote is in sync with the opportunity only if the previous version was also in sync.
    View the new quote revisions from the Revisions tab on the quote record.

    On the quote record, mark the State as Accepted or Completed to move the synced opportunity to Closed-won.

    Map quote and opportunity header fields and line items

    As a sales agent, you can only edit and make changes on the fields on an opportunity record that aren’t in sync with a quote.

    The following is a list of default field mappings between opportunity line items with quote line items and opportunity header with quote header fields. To learn more about the fields and their descriptions, see Subscription revenue metrics.
    Table 1. Default synced fields between opportunity header and quote header
    Opportunity header Quote header
    Term (months) Term (months)
    Total one-time price Total one-time price
    Total MRR Total Monthly Recurring price
    Total ARR Total Annual Recurring price
    Amount Total Amount
    Primary Quote Quote id ref
    Currency Currency
    Price list Price list
    Table 2. Default synced fields between opportunity line-item and quote line-item fields
    Opportunity Line items Quote Line items
    Term (months) Term (months)
    Cumulative one-time price Cumulative one-time price
    Cumulative MRR Cumulative Monthly Recurring price
    Cumulative ARR Cumulative Annual Recurring price
    Cumulative TCV Cumulative Net price
    Product offering Product Offering
    Price list Price list
    Unit of measure Unit of measure
    Unit list price Unit list price
    Quantity Quantity
    Periodicity Periodicity
    Unit net price Unit net price
    Note:
    When an opportunity and quote header, and an opportunity line item and quote line item are in sync with each other, the addition and deletion of line items on the opportunity record is disabled. All the synced fields on the opportunity and opportunity line item record becomes read only.