Products

OPPORTUNITY TO QUOTE

Opportunity to Quote copies and syncs all or selected custom fields from Opportunity and Opportunity Line Item to Quote and Quote Line Item.

  • Copies custom fields from Opportunity to Quote

  • Copies custom fields from Opportunity line item to Quote line item

  • Syncs custom fields from Quote line item to Opportunity line item

  • No code required

  • Easy setup

  • Seamless integration between Opportunity and Quote