Quote Sync Tool
for Salesforce
Instantly sync Quotes and Opportunities — including custom fields and line items — without flows, code, or complex setup.
Powering real-world salesforce environments at
What You Can Do with Quote Sync
Our tool supercharges Salesforce’s native Quote-to-Opportunity sync. It automatically keeps your Quotes, Quote Line Items, Opportunities, and Opportunity Products aligned, including custom fields.
Dynamic Sync
Fields with matching API names automatically sync, no setup required. Works similarly to CPQ Twin fields, but now available for standard Quotes too.
Custom Mappings
Map fields with different API names at both the parent and line-item level. Works at both the parent level (Quote ↔ Opportunity) and line-item level (Quote Line Items ↔ Opportunity Products).
Flexible Sync Controls
Decide how data flows, field by field: one-way, bi-directional, or excluded entirely. Apply these rules at both parent and line level so you’re always in control of what gets synced and when.
Advanced Safeguards
Delay syncs to let rollups calculate, run async updates to reduce flow conflicts, and apply recursion protection to avoid in infinite update loops.