Steps
- Assign
Quote Generation Accessto users. - Confirm they can read Opportunities and view Files.
- For admins, ensure access to Template/Section/Terms Config objects.
Notes
- This permission set also includes Apex class access needed for generation.
Grant Access with the Permission Set
Give users the right to generate quotes and manage configurations
Access control
Older post
Add the Generate Quote Quick Action to Opportunity
Expose one-click quote generation on the Opportunity page
Newer post
Open the SilkQuote Configuration Manager
Manage templates, sections, logos, and terms in one place
