Edit search layouts
Learn how to edit search layouts to add the New Quote button for quoting users.
Add the New Quote Button to Quote List View
In Q1 '14 release, we introduced the ability to create a new quote without an opportunity. Add the New Quote button to the Quote List Layout to provide the functionality to your quoting users.
- Navigate to Setup > Create > Objects > Quote.
- In the Search Layouts section, click Edit next to Quote List View.
- In the Custom Buttons section, move New Quote from the Available Buttons list to Selected Buttons list.
- Click Save.