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Two steps are necessary to conveniently access appero quote in your quote process.
1. Customize the page layout of the opportunity
Please show the "Quotes" topic related list in the opportunity layout. To do this, select an opportunity record and click Edit LayoutPage. Place the topic related list below the opportunity layout.
2.
SetSet up buttons for appero quote
Under Setup → Object Setup → Object Manager → Opportunity → Page layouts, → Page Layouts you can manage the custom buttons you want within the "Quotes" topic list:Image Removedadd the desired "Mobile and Lightning Actions":
Image AddedThe following buttons are available:
Button Name | Function |
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New Quote | Starts the quote editor to create a new quote for the opportunity. |
New Order Confirmation | Generates an order confirmation of the selected quote (if this function is used). |