QuoteCloudOverview
What's supported in Salesforce
The package works on Opportunities. The QuoteCloud Documents Panel can only be placed on an Opportunity record page in Lightning App Builder.
On an Opportunity
| Action | What it does |
|---|---|
| Create draft | Create a QuoteCloud document from the Opportunity. |
| View | See the linked documents on the record page. |
| Link Existing | Link a QuoteCloud document you already have. |
| Refresh Draft Data | Update a draft that can still be edited. |
| Unlink | Remove the link. This doesn't delete the QuoteCloud document or the Salesforce File. |
| Reload List | Reload the documents on the record page. |
Other objects
Account, Contact, Lead, Quote and custom objects are not supported.