Add New Quote button to Opportunity or Account layouts
You must have the New Quote (New) button enabled in the Opportunity or Account layout to use the new quote flow. The steps in this article are documented based on the Salesforce Lightning Experience.
- In your Salesforce org, click the Opportunities or Accounts tab.
- Click
and select Edit Object. The object manager page for Opportunities or Account is then displayed.
- Click Page Layouts in the left navigation menu, and click the page layout you want to update. For example, click Opportunity (Sales) Layout , then the page layout details page is displayed.
- From the box at the top in the main region, click Mobile & Lightning Actions in the left pane.
- Drag and drop the New Quote (New) button to the Salesforce Mobile and Lightning Experience Actions section.
- Click Save .