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Joe Reyes 7Joe Reyes 7 

Create a custom button to auto-populate quote name

Need help with creating a custom button: I'd like to create a quote from the opportunity related list and auto populate the quote name with the opportunity name and also the current date.

Thanks in Advanced.

joe
Swayam AroraSwayam Arora
Create a custom button in Quote and it in the Quote related list in Opportunity

User-added image

Please close the thread marking this answer as Best Answer if it really helped. Closing the thread help others finding the correct answer.
Joe Reyes 7Joe Reyes 7

Joe Reyes 7
Thank you, Swayam.  I was able to add the button, however I am getting the error

'Insufficient Privileges
You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. For more information, see Insufficient Privileges Errors'


{!REQUIRESCRIPT("/SOAP/AJAX/30.0/CONNECTION.JS")}
{!REQUIRESCRIPT("/SOAP/AJAX/30.0/APEX.JS")}

window.top.location = '/0Q0/e?Name={!Opportunity.Name}'