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caterina ferrigno 8caterina ferrigno 8 

New Quote button is not visible

Hi,
I have a problem with Opportunity related list Quotes.
I can't see the button "New Quote", I  try to modify quote settings in the opportunity layout (like that https://success.salesforce.com/answers?id=90630000000D5QRAA0) but there's no button header, just the column one is visible. How can I do to solve my issue?
 
Best Answer chosen by caterina ferrigno 8
GauravGargGauravGarg
Hi Caterina,

This seems like an access issues, please follow below steps:
1. Go to Setup --> Profile
2. Open your profile, and scroll down to "Standard Object Permission".
3. Please check if you have "create" permission on Quote Object

If above steps seems fine to you, please check below steps:
1. Go to Setup --> Opportunity
2. Open the layout assigned to you profile. (Check page layout setting for profile wise page layout)
3. Click on Related List, and scroll down to Quote related list. 
4. Add standard button "new Quote" and hit save. 

Hope this will help you, let me knw if you still need any help or you can contact me on below details.

Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com

All Answers

GauravGargGauravGarg
Hi Caterina,

This seems like an access issues, please follow below steps:
1. Go to Setup --> Profile
2. Open your profile, and scroll down to "Standard Object Permission".
3. Please check if you have "create" permission on Quote Object

If above steps seems fine to you, please check below steps:
1. Go to Setup --> Opportunity
2. Open the layout assigned to you profile. (Check page layout setting for profile wise page layout)
3. Click on Related List, and scroll down to Quote related list. 
4. Add standard button "new Quote" and hit save. 

Hope this will help you, let me knw if you still need any help or you can contact me on below details.

Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
This was selected as the best answer
caterina ferrigno 8caterina ferrigno 8
Thank you very much GauravGarg,
but the problem is still there because I can't see the standard button "new Quote" in the settings. I can see only this:
User-added image
Any other suggestions?
Thanks a lot anyway!
caterina ferrigno 8caterina ferrigno 8
Finally, I've figured it out! thanks again!
Caterina
GauravGargGauravGarg

Hi Caterina,

can you please share, where did you find the resolution.

Thanks,

Gaurav

caterina ferrigno 8caterina ferrigno 8
At the end I solved the issue with your solution. 
Don't mind my previous post, I was wrong.
;) 
Bye! 
GauravGargGauravGarg
No issues Caterina. 
Kyle WarnerKyle Warner
I am not able to get this working, if someone wouldn't mind helping me i'd greatly appreciate it. 
GauravGargGauravGarg
Can you please share you scenario Kyle.

Thanks,
Gaurav
Skype: gaurav62990
Sarah Bryson 3Sarah Bryson 3
Hi all, I just wanted to share something I found on this as well. I had all of the above in place and still, my users couldn't see the New Quote button in Lightning. I found out that I needed to give those profiles Read access to Price Books. Problem solved! Hope this helps :)
Michael Fritz 3Michael Fritz 3
Thanks to Sarah for the wonderful Lightning - hint! That solved my problem! :-)
Kanika ManchandaKanika Manchanda

Hi 

I have linked Quotes to Cases (Quotes look up to Case). In related list of CasePage Layout, I don't see an option to add buttons related to Quotes. Can anyone help?NewQuote Button not displayed on Case Page Layout

GauravGargGauravGarg

@kanika: is this resolved? Please check your Object permissions. 

Hope this will help you, let me knw if you still need any help or you can contact me on below details.

Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
Skype: gaurav62990

Kanika ManchandaKanika Manchanda
Hi @Gaurav
I have already checked my profile permissions and it is already enabled. 
GauravGargGauravGarg
@kanika, can you share your skype id. 
Praveen CPQPraveen CPQ
@ GauravGarg, 

I am system admin and I have access to Quote Object and able to see the New button on lightning and on Opportunity related list.

But on community I am not able to see the Quote "New" button. Even on Opportunity related list 'Quote', New button is not visible.

User-added image

User-added image


Can you tell me know how to get the Quote 'New' Button on community?
Priya Verma 27Priya Verma 27
Hello Everyone,
Even I am facing the same problem which Praveen mentioned. System Admin is able to see the New button on the Quote(CPQ) in lightning but not in the community. Any help around this will be appreciated.
Thanks.