CPQ – Opportunity – Custom Action – New Quote

Most times, customers want a simple “New Record” screen for the Quote object. They also want fields to prepopulate with some things. Here is a simple custom action on Opportunity that you can put at the top of the page layout. Make sure to hide the “New” button in the Quotes related list.

Here is an install link for the above Custom Action in production. Here is a link to install it in sandbox. Feel free to edit after install!

D P

2 thoughts on “CPQ – Opportunity – Custom Action – New Quote

  1. Hope you remember me from Ness Digital Engineering. Good works -really appreciate the extra effort to document and circulate on the web. Component looks good… tried to install in my trailhead account But unable to complete the installation.

    Moorthi VM

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