How do Quotes work in Salesforce and what does syncing a quote to an opportunity do?
Suggested answer
Quotes are records that present proposed pricing to a customer. They are created from an Opportunity and pull the associated Price Book. Quote Line Items mirror Opportunity Products — each line has a product, quantity, unit price, discount, and total price. Key behaviours:
1. Quote PDF: A formatted quote document can be generated from a Quote Template and emailed to the customer directly from the record.
2. Syncing: Only one quote per opportunity can be synced at a time. When a quote is synced, changes to quote line items automatically update the opportunity products and amount, and vice versa. Syncing stops if the quote is unsynced or if another quote is synced. This ensures the opportunity's financials always reflect the latest proposed deal. Quote Approval Processes can be layered on top for discounting governance.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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