--- title: "Generate a quotation" slug: "opportunités-générer-une-offre" updated: 2025-10-07T09:16:16Z published: 2026-01-07T10:04:01Z canonical: "help.frisbii.com/opportunités-générer-une-offre" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Generate a quotation Candace has done her homework on the Trailhead modules and Salesforce articles. She recommends that new Cloud Kicks recruits take these modules before learning more about Frisbii. - [Salesforce User Tour](https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_tour) - [Discover Sales Cloud](https://trailhead.salesforce.com/en/content/learn/trails/discover-sales-cloud) - [Opportunity Management](https://trailhead.salesforce.com/en/content/learn/modules/opportunity-management) To understand the setup of opportunities and opportunity products, she recommends reading these Salesforce modules: - [Set Up Opportunities and Opportunity Products](https://help.salesforce.com/articleView?id=opp_setup.htm&type=5) - [Manage Your Opportunities](https://help.salesforce.com/articleView?id=opp_manage.htm&type=5) ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-Q1DOI40F.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A56%3A11Z&se=2026-10-28T01%3A56%3A11Z&sr=c&sp=r&sig=nNFE%2BJPm2KeavycGaKUkj4vFhC4omKPrcSPQi5eHYOI%3D) But now Candace herself wants to better understand Frisbii's functionality before giving more lessons to the new recruits at Cloud Kicks. ## Opportunities and Quotations First, Candace wants to know what is the point of using both objects at the same time. Linda tells her what she learned in a Frisbii webinar: You can use the quotations and opportunities simultaneously, in order to : - Use the opportunities as a portfolio of several quotations. - Respond to tenders and/or large projects. - Issue delivery notes. - Make a consolidated report at the opportunity level, synchronized with several offers. - Generate a PDF from the quotation. ## Which fields are overtaken from the quotation Candace is concerned about whether all the fields are then filled in correctly on the quotation. Her two colleagues run a test, here's the result:
Opportunity <> Quotation Opportunity Product <> Quotation Line Item
  • Account Name / Lookup (Account)
  • Accounting Data / Lookup (Accounting data)
  • Description / Long Text Area (32000)
  • Corporate Name / Lookup (Corporate Name)
  • Price Book / Lookup (Price Book)
  • Billing Contact / Lookup (Contact)
  • Start Date / Date
  • End Date / Date
  • Payment Term / Picklist
  • Payment Method / Picklist
  • Frequency / Picklist
  • Your Ref. /Texte (255)
  • Language / Picklist
  • Product Code / Text (255)
  • Start Date / Date
  • End Date / Date
  • Total Amount incl. VAT / Formula (Currency)
  • First Invoice Only / Checkbox
  • List Price / Currency(16, 2)
  • Sales Price / Currency(16, 2)
  • Total Price / Currency(16, 2)
  • Product / Lookup(Product)
  • Quantity / Number (10, 2)
  • Line Item Discount (%) / Formula (Percent)
  • VAT Rate / Percent (4, 4)
## Generate a quotation from an opportunity Candace is already familiar with the Salesforce object. Now she and Linda are slowly discovering the Frisbii features. Linda recommends her to check if all Frisbii features are well implemented: [First steps in Frisbii - Adding Frisbii to your org](/frisbii-app/docs/en/premiers-pas-avec-frisbii-ajouter-frisbii-à-votre-org). She then checks with Candace to see if all the buttons are available. Finally, she explains to her how to generate a quotation from an opportunity. ### Steps 1. Go to the **Opportunity** tab. 2. Open the concerned opportunity. 3. Click on the button **Create quotation**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-HTK2U84F.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A56%3A11Z&se=2026-10-28T01%3A56%3A11Z&sr=c&sp=r&sig=nNFE%2BJPm2KeavycGaKUkj4vFhC4omKPrcSPQi5eHYOI%3D) 4. In the window **Create a quotation from the current opportunity?** click on **Confirm**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-P419JZ7W.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A56%3A11Z&se=2026-10-28T01%3A56%3A11Z&sr=c&sp=r&sig=nNFE%2BJPm2KeavycGaKUkj4vFhC4omKPrcSPQi5eHYOI%3D) 5. Then you will find yourself in the **Quotation** tab in the quotation you just created: ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-NP5X7CIL.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A56%3A11Z&se=2026-10-28T01%3A56%3A11Z&sr=c&sp=r&sig=nNFE%2BJPm2KeavycGaKUkj4vFhC4omKPrcSPQi5eHYOI%3D) ## Synchronisation of the two objects Candace wants to know what happens if she changes one of the two records. Does she have to make the change on both objects every time? Linda tells her how to synchronize the two objects. Here is the article about it: [Quotations - Synchronisation with opportunities](/frisbii-app/docs/en/offres-synchronisation-avec-les-opportunités).