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Andrew S

I cannot create new standard Quotes - There are no list view buttons, so no New button is visible. In the object manager there is no List View Button Layout record, and no way to create one.    The org has one standard quote record in it, so at some point there must have been a New button, but no one can remember who changed what, or when, that caused the current situation.    My company is using CPQ, but we also want to use standard quotes for some business units that don't need the full CPQ functionality. Agentforce Help says that installing CPQ does NOT disable standard quoting functionality, but I though I'd just mention it here anyway.    I'd appreciate any ideas on what I can do to resurrect the list view buttons. Thanks.   

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Kapil Patel
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Hi, 

 

Standard Quotes should be generated from an Opportunity. 

GO to an opportuntiy and make sure youhave the quote related list. From there, you shoudl see a New button as long as you have Create on your profile or perm set an dthat the button is exposed either on the Opportunity page layout, or on the Opp Lightning record page, depending which one you use

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