Adding the Product Manager Button when using Quote Page Layout(s)

If you use the standard Salesforce Quotes Object, you can also use the Product Manager on Quotes. To do this, you need to install the GSP Core Suite for Quotes package from the AppExchange. This is a free add-on when you purchase the Product Manager.

Follow these steps to add the Product Manager Button to your Quote page layout(s).

1. Click on Object Manager, then select Quote.
2. Click on Page Layouts, then select the appropriate page layout.
3. Click Mobile & Lightning Actions in the top pane. Drag “Product Manager” into the Salesforce Mobile and Lightning Experience Actions Section.
4. Save the Quote Page layout. Repeat the steps above if you have multiple relevant Quote Page layouts.