Permissions Required to Generate Quote File
Explore the Salesforce permissions necessary for generating a Quote file, including API Enabled permission and read access to Quote-related objects.
Your Salesforce user profile must have the following permissions and accesses to be able to generate a Quote file:
- The API Enabled system permission
- Read access to the Quote Charge Summary object
- Read access to the Quote Rate Plan object
- Read access to the Quote Rate Plan Charge object
If you customize your quote template and added more merge fields to the template, make sure your users have the Read access to those fields to be able to generate quote files.