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Custom Quote Sync — Effortless Quote to Opportunity Field Sync for Salesforce

By Candybox

Effortlessly sync custom fields between the syncing quote and opportunity

Free  

Never requires payment

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Business Need
Sales
Commerce
Quotes & Orders
Requires
Sales Cloud

Instantly sync Quotes and Opportunities — including custom fields and line items — without flows, code, or complex setup. Dynamic sync can sync fields with no configuration required.

  • Custom Field Syncing Made Easy

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Custom Quote Sync/Bug Fixes + Admin Mode 8.1.3
Listed On
10/23/2025
Latest Release
07/23/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
7.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/12/2025

Additional Details

Custom Quote Sync by Candybox supercharges Salesforce’s native Quote-to-Opportunity sync. It automatically keeps your Quotes, Quote Line Items, Opportunities, and Opportunity Products aligned — even for custom fields Salesforce doesn’t natively support. Designed for Salesforce admins, architects, and RevOps teams, it lets you: Instantly enable sync between Quote and Opportunity with zero configuration (Dynamic Sync) Define your own mappings for custom fields and control the direction of sync Exclude or delay syncs to avoid overwriting key data or conflicting with automation Troubleshoot easily with full sync logs and temporary deactivation options Whether you’re managing complex quoting flows or just need a fast, reliable connection between Quote and Opportunity data, Custom Quote Sync gives you total control and peace of mind.

Need help?

Candybox

Lewes, Delaware, United States

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