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Creating or Attaching to an Opportunity in Salesforce.com

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When you save a quote, the Create or Attach to Opportunity checkbox will appear on the Save window.

Note:The Create or Attach to Opportunity checkbox will NOT appear if you are saving a quote template. The Create Or Update Document Attachment checkbox will be checked and disabled if the Look for synchronized data in dtf files option is set.

Tip:Unchecking the Create or Attach to Opportunity box (or, if you're saving an order or invoice, the Update Closed Won Opportunity box) will uncheck the Create or Update document Attachment box, since document attachments are only attached to the sales opportunity in salesforce.com. Otherwise, salesforce.com would automatically create a new Opportunity to house the document attachment, which you don't want if Create or Attach to Opportunity is unchecked.

This option will create a salesforce.com opportunity or attach to an existing opportunity in salesforce.com under the Opportunities tab. Once you have pressed the [OK] button from the File -> Save window, the “Create a new salesforce.com Opportunity” window will appear.

Tip:Once you create the Opportunity, if you update it in QuoteWerks (make changes and click on the File -> Save menu again), the icon next to the Name: field above will turn yellow (). Clicking this yellow icon will open the Opportunity inside salesforce.com.

Here, you can adjust information about the opportunity such as the Close Date, Stage, Probability, and Price Book. The salesforce.com Price Book you select is where the line items from the QuoteWerks document will be create/updated; they'll also be listed in the Products section of the Opportunity if you selected Write Products into Opportunity on the salesforce.com setup.

The Name drop down list will contain a list of all existing salesforce.com opportunities associated with the salesforce.com contact record you have linked to.

Here, you can select an existing Opportunity to attach the quote to.  Once the opportunity has been saved in salesforce, a confirmation will appear in the bottom-right hand corner of the DocumentItems window.

Note:For salesforce.com users with multiple currencies activated for Price Books, you can control which currencies are displayed as choices Create/Update Opportunity window. Advanced users can use the Settings Manager to create or set SystemSettings\Contact Managers\SFPriceBookISOCurrencyCodeList=AUD,NZD,USD,CAD,EUR,GBP.  If you want to limit which price books appear in the QuoteWerks Opportunity window, advanced users can use the Settings Manager to create or set SystemSettings\Contact Managers\SFOppPriceBookInclusionList=Silver Price List,Gold Price List. If you want to default the currency selected for the Opportunity PriceBook to be the Alternate Currency selection in QuoteWerks, advanced users can use the Settings Manager to create or set SystemSettings\Contact Managers\SFOppPriceBookCurrencyCodeDefaultToAlternateCurrency=-1.

Write Products Into Opportunity
This checkbox on the opportunity window in QuoteWerks will only appear if the Write Products into Opportunity option on the setup window is selected.  This checkbox enables users to choose to write the products into the opportunity when the full list of items is on the document, rather than each time a change is made to help save time.

By creating Opportunities in salesforce.com you allow salesforce.com to help you estimate your sales pipeline. If you already have an opportunity for this quote, it will automatically update the existing one to reflect changes you have made to the quote. If you selected to have it do so, the line items from the QuoteWerks document will be written into the salesforce.com Opportunity.

Important:   When creating or updating the salesforce.com Opportunity, if you receive any errors, please see Salesforce.com Opportunity Setup for information on setting up the appropriate security rights in salesforce.com that are required to create Opportunities.
Note:Advanced users can use the Settings Manager to create or set the following defaults per each user:

UserSettings\UserConfig\ForecastProbability=90

UserSettings\UserConfig\ForecastCloseDate={+14}

The {+14} code schedules the date for today’s date +14 days.
Note:Advanced users can use the Settings Manager to create or set SystemSettings\Contact Managers\UpdateSalesforceOppName=-1. This will update the salesforce.com opportunity name when QuoteWerks updates the opportunity.

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