Quote Associations to Custom Objects

What is it?

Customers can associate quotes with custom objects. For example, if a customer creates a car custom object, each quote can be linked to a specific car model or trim, ensuring the quote reflects the correct configuration.

Why does it matter?

Linking quotes to a custom object keeps everything in one place, making it easy to reference quotes directly from the object and ensuring accurate reporting.

How does it work?

Start in Data model

• Create a new object or use an existing custom object
• Navigate to the quotes object
• Associate the object together by clicking the + sign and this will allow you to select your custom object

Navigate to your custom object:

• Within the record page, you'll be able to add a "Quotes" side card
• You can then click "add" and it'll display a list of quotes
• Once you select a quote, it'll be added to the side card

In Quote templates:

In quote templates the associated custom objects are available. Example displaying a "Partner" custom object with association to Quotes (where "_2_67836970" is the objectTypeId of the custom object type):

Who gets it?

All hubs and tiers