QuoteSettings

Represents an org’s quotes settings, such as enabling quotes or creating quotes without an associated opportunity. This type extends the Metadata metadata type and inherits its fullName field.

In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for details.

File Suffix and Directory Location

QuoteSettings values are stored in a single file named Quote.settings in the settings directory of the corresponding package directory. The .settings files are different from other named components because there’s only one settings file for each settings component.

Version

QuoteSettings is available in API version 28.0 and later.

Fields

Field Name Field Type Description
enableQuote boolean When set to true, users can access Quotes.
enableQuotesWithoutOppEnabled boolean When set to true, users can create quotes independently of an opportunity. For example, a user can create a quote for budgeting purposes, before creating the Opportunity. Default value is false.

When set to false, users can only create quotes from an Opportunity. Before setting to false, delete any quotes that do not have opportunities.

Available in API version 47.0 and later.

Declarative Metadata Sample Definition

The following is an example of the package file.

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Quote</members>
        <name>Settings</name>
    </types>
    <version>28.0</version>
</Package>

The package file references the following Quote.settings file.

<?xml version="1.0" encoding="UTF-8"?>
<QuoteSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableQuote>true</enableQuote>
    <enableQuotesWithoutOppEnabled>true</enableQuotesWithoutOppEnabled>
</QuoteSettings>

Wildcard Support in the Manifest File

The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.