Custom Quote Sync

Custom Quote Sync by Candybox supercharges Salesforce’s native Quote-to-Opportunity sync. It automatically keeps your Quotes, Quote Line Items, Opportunities, and Opportunity Products aligned — even for custom fields Salesforce doesn’t natively support.

Designed for Salesforce admins, architects, and RevOps teams, it lets you:

Instantly enable sync between Quote and Opportunity with zero configuration (Dynamic Sync)

Define your own mappings for custom fields and control the direction of sync

Exclude or delay syncs to avoid overwriting key data or conflicting with automation

Troubleshoot easily with full sync logs and temporary deactivation options

Whether you’re managing complex quoting flows or just need a fast, reliable connection between Quote and Opportunity data, Custom Quote Sync gives you total control and peace of mind.