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