MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Easy Sync

By coolhandcoders ltd

Sync Custom Fields in Quotes and their Line Items

Free  

Never requires payment

Try It
Business Need
Quotes & Orders
Requires
None

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

Highlights

Configure the Custom Fields to be synced between Opportunities and Quotes and Opportunity Line Items and Quote Line Items.

Configure syncing to be automatic or manually done from the click of a button.

Configure new Quotes to automatically have Custom Fields populated and be made the synced Quote.

Provider Details

coolhandcoders ltd
Hellingly, East Sussex, UK

Pricing Details

Free

You can fully use this solution without payment.

More From This Provider

PDFer | Save & Email Customised PDFs & Files to your clients
by coolhandcoders ltd
· Add the PDFer button to any Salesforce record or listview · Click the PDFer button to Save & Email one or more Customised PDFs tailored to the client · Also include other Files (e.g. T&Cs) · Automatically flag a record after saving & emailing

Easy Sort: Sorting Line Items/Products
by coolhandcoders ltd
Sort Quote Line Items, Opportunity Products and Order Products using a list, clicking on columns to sort and buttons to move lines up and down. Additionally use pre-defined sorts made up of one or more Fields.

Easy Gantt
by coolhandcoders ltd
Visualize your workflow! Display timelines for any Object grouping by User, Profile, Role or any Field. Mix Tasks, Events, Leads, Opportunities & more. Track progress using shading, customize legends, tooltips and filters for a unified view of all work.