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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.

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Note
Vor dem Erstellen einer PDF-Vorschau und nach Änderungen im Stammdaten-Dialog wird das Angebot automatisch gespeichert.

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

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

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The quote is automatically saved before a PDF preview is created, before it is sent by email and after changes are made in the Base Data dialog.

Saving prompt when exiting the editor

Via the Exit button on the right-hand edge of the editor

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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, converselyin reverse, unnecessarily saving a discarded draft unnecessarily, your possible request is queried the quote is always checked for unsaved changes as soon as you navigate out of the editor. You can now decide whether you want to save or discard them: