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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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CPQ for Salesforce

Synchronize Quotes with Opportunities

Syncing Quotes

You can sync a Primary Quote/Proposal with the associated Salesforce opportunity either on demand or automatically. Manual sync requires you to trigger the update from the Quote Details page. Automatic sync occurs each time the shopping cart is finalized, and again each time you accept a quote, provided the Auto Sync with Opportunity setting is enabled in Proposal System Properties.
  1. To manually sync the Quote/Proposal click the Synchronize with Opportunity button on the Quote Details page, which is visible on a Quote/Proposal that is marked as Primary.
  2. To automatically synchronize Primary Quotes, enable the Auto Sync with Opportunity setting in Proposal System Properties custom setting.
User Guide
Salesforce
CPQ

March 23, 2026