Save & Quit

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.

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:

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

Save 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.
	Discard changes	No save operation is triggered, you navigate to the desired page
	Save	Before you navigate to the desired page, the quote is saved.