Adding Details from Opportunity to Project Quote

Hi @nawanjanahansamali50 

As @manikantad18  stated, this is used for Sales Quotes and the Details attached to that such as Inventory Items. 

Hi All,

I need to add details from Opportunity to “Project Quote” by using following highlighted checkbox. But it cannot be selected.

 

 @nawanjanahansamali50 If there is a combination of project quotes and sales quotes in the quotes tab of the opportunity when we create the sales quote / Project quote "add details from the opportunity" option will not be available 

This option can be used only if there are sales quotes under the quotes tab of the opportunity.

You will need a custom method to change the out of box behavior 

Thank you all..!!

hI @nawanjanahansamali50 

Check above artilce.

Hello, based on this thread it seems like we cannot convert an opportunity to a project quote and keep the details tab from the opportunity? Is there a particular reason for that? It seems to be very useful to bring the details and help with data entry on the quote side. Is there a workaround someone can share? 

agreed...not sure why the detail lines would not carry over, unless there is too much PROJECT-RELATED information needed on the Opportunity Screen for the system to handle?

also, would be nice to be able to PRINT something to send to the customer/prospect on the Opportunity Screen, as without some type of details to send it’s tough to express some type of price of the deal before transferring over to a Sales/Project Quote.

It’s almost like the OPPORTUNITY is completely verbal….in all cases...but at least in situations with a sales quote the details will come over.