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Easy Sync

By coolhandcoders ltd

Sync Custom Fields in Quotes and their Line Items

Free  

Never requires payment

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Business Need
Quotes & Orders
Requires
None

Sync custom fields in Quotes and Quote Line Items to Opportunities and Opportunity Line Items.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Easy Sync/Summer 25 4.20.0
Listed On
01/14/2020
Latest Release
08/29/2025
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 2
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.
4.18.0
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.
04/07/2025

Additional Details

From a click of a button on the Quote screen, a Quote can be synced back to its Opportunity including all required Custom Field values. From a click of a button on the Opportunity screen, an Opportunity can be synced to its linked Quote including all required Custom Field values. Configure the App to automatically sync any further edits done, or configure to only sync on the manual click of a button. Configure the App to copy Custom Fields when the Salesforce [New Quote] button is clicked. Also configure the App to a make any new Quote, the synced Quote for an Opportunity.

Need help?

coolhandcoders ltd

Hellingly, East Sussex, UK

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