Converting an Opportunity to a Quote

When you create a quote from an opportunity using the Auto Quote link, a quote record is automatically created for the opportunity using the data from the opportunity. Quote items are created from products associated with an opportunity. Any opportunity products that have the Auto Quote flag checked are also copied to the quote record.

To convert an opportunity to a quote

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Tap Quotes in the list in the side pane.

4. Tap Auto Quote to create a quote from the opportunity.

Field Mapping When Converting an Opportunity to a Quote (Offline Mode Only)

The following tables show the field mapping used when converting an Opportunity to a Quote in offline mode.

Opportunity BC Fields	Quote BC Fields
Account Id	Account Id

Opportunity Product BC Fields	Quote Item BC Fields
Product	Product
Product Quantity	Extended Quantity Requested
Product Quantity	Quantity Requested

Price related fields (for example Net Price, Start Price, and Total) are not available when a quote is created in disconnected mode. These fields are automatically populated when the records are synchronized with the server.