How to override the New Quote button from an Opportunity record in Salesforce?

Imagine a scenario in which your sales rep has the option to manually create a new quote from an opportunity record. When creating a new quote, the sales rep must fill in information fields manually, but there is a trick to configure this in Salesforce so that default values are present when the sales rep clicks on ‘new quote’.

1. Create a new list button and define here your default values;)!:

2. Add this button to the related list properties from the quote object on the opportunity page layout:

3. Create the new quote:

As you can see, the quote name and the expiration date are prefilled! Good work!

Important note:

Once you decide to use the custom button new quote, be aware that you have to build a flow to make sure the quote line items are automatically created along with the new quote (when there are products added to the opportunity. Also, the sync out of the box functionality on the Quote object doesn’t work so you should also build a flow to sync QLI information back to Opportunity Products when a quote is accepted by the prospect.

In the next blog, I will describe you how to do this with flow automation!