Sync a quote with an opportunity

task australia Updated Sep 10, 2026 1 min read som-sync-quote-with-opportunity.md

Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management.

Before you begin

Role required: sales_agent

Procedure

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
Navigate to Quote > All-Quotes and select a quote that you want to sync with an opportunity.
In the Details tab of the quote, go to the Source Opportunity option and choose the opportunity you want to sync with.
Select Save.

The Enable sync button is enabled.
Select the Enable Sync option.

Current Information and future changes to the quote are automatically synced. The following areas show the sync status.
- The Sync check box shows that the quote is synced.
- The Sync flag on the secondary header changes to Yes.
- The Synced column in the Quotes related list on the Opportunity record shows Yes when sync is activated and No when the quote isn’t synced.
Turn off automatic sync by selecting the Disable sync button.

Note: When sync is enabled, the following conditions occur:
- No changes can be made to that opportunity (for example, adding line items, changing quantities).
- Additional changes should be made to the quote record.
- The opportunity record is updated asynchronously with the latest product offerings and prices that are added to the quote.
- The synced opportunity state changes to closed when the quote is marked as complete

Parent Topic:Using Quote Management

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---
title: Sync a quote with an opportunity
description: Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/som-sync-quote-with-opportunity.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Sync a quote with an opportunity

Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management.

## Before you begin

Role required: sales\_agent

## Procedure

1. In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2. Navigate to **Quote** &gt; **All-Quotes** and select a quote that you want to sync with an opportunity.

3. In the **Details** tab of the quote, go to the **Source Opportunity** option and choose the opportunity you want to sync with.

4. Select **Save**.

The **Enable sync** button is enabled.

5. Select the **Enable Sync** option.

Current Information and future changes to the quote are automatically synced. The following areas show the sync status.

- The **Sync** check box shows that the quote is synced.
- The **Sync** flag on the secondary header changes to **Yes**.
- The **Synced** column in the Quotes related list on the Opportunity record shows **Yes** when sync is activated and **No** when the quote isn’t synced.
6. Turn off automatic sync by selecting the **Disable sync** button.

**Note:** When sync is enabled, the following conditions occur:

- No changes can be made to that opportunity \(for example, adding line items, changing quantities\).
- Additional changes should be made to the quote record.
- The opportunity record is updated asynchronously with the latest product offerings and prices that are added to the quote.
- The synced opportunity state changes to closed when the quote is marked as complete

**Parent Topic:**[Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgmt-using.md)