Enabling Quotes is a five-minute Setup task, but doing it well requires planning around page layouts, Quote Templates, and the integration between Quote and Opportunity. Run the configuration in a sandbox first so the sales team can preview the quoting experience before the change reaches production. Plan a brief training session for reps alongside the rollout so they understand the synced-quote behavior and the PDF generation flow before they touch live customer deals. The Setup page itself is one screen with two toggles, but the work around it (templates, layouts, training, reports) is where most teams spend their effort.
- Enable Quotes from Setup
From Setup, search for Quote Settings (or Quotes Settings depending on UI release). Toggle on Enable Quotes. The page reloads and a Quotes related list appears on the standard Opportunity page layout for new layouts; existing layouts may need the related list added manually. Confirm in a sandbox that the Quote object now appears in Object Manager.
- Enable Quote Templates and build the first template
On the same settings page, toggle on Enable Quote Templates. Navigate to Setup, Quote Templates, and create a new template. Drag in the company logo, a header table with Account and Contact merge fields, a line-item table bound to Quote Line Items, terms and conditions text, and a signature block. Save and activate. Test the template by generating a PDF from a sample Quote in the sandbox.
- Configure page layouts and Quick Actions
Open the Quote object's page layout in Object Manager. Add fields the sales team needs (Expiration Date, Description, Status), arrange related lists (Quote Line Items, Notes, Files, Activity), and pin the New Quote Quick Action to the Opportunity page layout for easy quote creation. Add the Sync Quote button to the Quote layout if Opportunity sync is part of the workflow. Save and assign the layout to relevant profiles.
- Train the team and roll out to production
Run a thirty-minute training session showing reps how to create a Quote from an Opportunity, edit line items, mark a Quote as Synced, generate a PDF, and email the PDF to a customer. After sandbox sign-off, repeat the configuration steps in production during a low-traffic window. Communicate the new Quotes capability via the team's normal release channel and follow up on adoption two weeks later through the standard Quote-creation report.
- Disabling Quotes after use hides records from the standard UI but does not delete them. Process and Flow references to Quote records will error if the feature is turned off later.
- Only one Synced Quote per Opportunity. Switching sync overwrites the Opportunity Products with the newly synced Quote line items, which can lose pricing work if reps are not careful.
- Multi-currency Quotes inherit the parent Opportunity currency and cannot be changed independently. Cross-currency deals need a separate Opportunity per currency.
- Quote Templates support around 75 pages of content and have a 50 MB image limit. Very long quotes or image-heavy templates fail to render with confusing error messages.
- Standard Quotes and Salesforce CPQ should not be used together for the same Opportunities. Pick one quoting model per business unit to avoid pricing drift between the two systems.