Enable creation of orders from quotes
Quotes have important data about the customers and the products they're interested in. When you enable the creation of orders from quotes, it allows sellers to quickly create an order from a quote so that most of the details in the order are prefilled from the quote.
Enable quote creation
Make sure you have a Sales Professional Manager or System Administrator role.
In the Sales Professional app site map, select Sales Settings.
Note
This feature is not supported for Sales Enterprise and Sales Premium licenses and hence it's not available in the Sales Hub app.
Under Advanced Settings, select Quote Settings.
To enable creation of orders from quotes, set Enable automatic quote to order generation to Enabled.
Select Save.
Open a quote, activate it, and verify if the Create Order option is available on the command bar. You can now select Create Order to create an order based on the quote.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.