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Custom Quote Sync — Effortless Quote to Opportunity Field Sync for Salesforce
Effortlessly sync custom fields between the syncing quote and opportunity
- Business Need
- SalesCommerceQuotes & 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.
Highlights
Dynamic Sync - Instantly sync fields with matching API names — no configuration needed.
Custom Field Mapping - Create syncs between non-matching fields, defining direction and behavior.
Field Exclusions – Exclude specific fields from syncing to maintain control.
Sync Direction – Choose to sync from Quote/Quote Line to Opportunity/Opportunity Product, the reverse, both, or not at all. Configure separately at parent and line level for full control.
Delayed Parent Sync – Delay syncs between Quote and Opportunity to let other automations finish.
Async Mode – Run syncs asynchronously to improve performance for large data volumes.
Deactivate Custom Field Mappings – Temporarily disable mappings for testing without deleting them.
Quote Sync Log – Captures and stores sync errors for easy review and troubleshooting.
Provider Details
Candybox
Lewes, Delaware, United States
Pricing Details
Free
You can fully use this solution without payment.