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Opportunity, Account, and Quote page layouts configuration

You must configure page layouts to add Quote buttons to Opportunity, Account, and Quote pages, ensuring user access in Salesforce Lightning Experience.

You must add the New Quote (New) button to Opportunity or Account layouts, and the Edit Quote (New) button to Quote layouts. You must also ensure that specific users who will use Quote Studio can access these buttons.

Although Opportunity and Account tabs are usually the most common place from which quotes are created, the New Quote (New) button can be added to other objects or pages depending on your business needs.