0

I am trying to create a custom button for New quote in 'Quote' record page. I dont wan't Opportunity field.But that field is required in 'Quote'. Any solution?

Improve this question
2
  • 1
    By default, Quote has master-detail relationship with Opportunity. So, a quote cannot exist without a parent opportunity. Can you elaborate on your question?
    – arut
    Commented Oct 24, 2020 at 16:36
  • also, quote's currency comes from opportunity's currency
    – cropredy
    Commented Oct 25, 2020 at 0:45

2 Answers 2

Reset to default
2

Try installing the unmanaged package by Salesforce Labs called Simple Quote/Invoice/Order. You can utilize it to create custom quotes (doesn't use the Quote object) by creating a PDF you can send to your customer. It's available on the App Exchange or from their repository on GitHub if you want to customize it.

Improve this answer
0

Since the Summer '23 release of Salesforce one can enable "Create Quotes Without a Related Opportunity" in Setup / Quote Settings.

See Salesforce release notes for more information: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_quotes_without_opportunities.htm&release=244&type=5

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .