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McCain PetersonMcCain Peterson 

Auto populate new record in quote from opportunity using process builder

Hi everyone, 

I want to auto populate new record in Quote when a new record is entered in the opportunity so that I am not entering information twice. But, all the fields in the opportuntiy are not there in Quotes. 
So, to achieve this I am trying to use Process Builder but cannot succeed. Do I need to use trigger for this?

Can someone please let me know how to do this?
Thanks for help.
Best Answer chosen by McCain Peterson
Raj VakatiRaj Vakati
I belive process builder is enough for your .. Please refer this image 


User-added image

All Answers

Raj VakatiRaj Vakati
I belive process builder is enough for your .. Please refer this image 


User-added image
This was selected as the best answer
McCain PetersonMcCain Peterson
Hi Raj Vakati, 

Thank you so much. Your suggestion helped.