Page Comparison

Saving in the quote editor

While editing in the editor, you can save the quote temporarily using the button in the upper left corner without interrupting the quote editing.

Image Removed

Image Added

Of course, the quote will also be saved if you exit the editor by clicking the Quit button at the top right edge of the editor:

Image RemovedImage Added

By confirming the dialog that now opens, you will be redirected to the quote page in Salesforce:

Memory query when exiting the editor

Of course, you are free to exit the quote editor in a number of other ways, such as clicking on a tab in your Salesforce app, browsing the app launcher, or clicking on the opportunity name in the editor.

To prevent you from unintentionally losing your quote or, conversely, unnecessarily saving a discarded draft, your possible request is queried as soon as you navigate out of the editor:

Image Removed

Image Added

Display in editor	Function	Explanation
Image RemovedImage Added	Query of the storage request.	The query appears as soon as there are unsaved changes in your quote.
Image RemovedImage Added	Continue editing	The dialog closes, you remain in the quote editor, it is not saved.
Image RemovedImage Added	Reject Discard changes	No save operation is triggered, you navigate to the desired page
Image RemovedImage Added	Save	Before you navigate to the desired page, the quote is saved.