Add the Generate Quote Quick Action to Opportunity
Lightning actions

Steps

  1. Setup → Object Manager → Opportunity.
  2. Buttons, Links, and Actions: verify “Generate Quote Document”.
  3. Page Layouts: add it to the Lightning Actions section.
  4. Save and test.

Notes

  • If using Lightning App Builder, ensure the page uses that layout section.
Add the Generate Quote Quick Action to Opportunity
Older post

Attach Terms & Conditions

Append standard or conditional Terms to your quote

Newer post

Grant Access with the Permission Set

Give users the right to generate quotes and manage configurations

Add the Generate Quote Quick Action to Opportunity