# QuoteSettings Metadata Type in SFDX

> QuoteSettings activates the standard Quote and QuoteLineItem objects in Sales Cloud, enabling real-time synchronization with Opportunities and PDF quotes.

- Source: https://sfdxtalk.com/docs/metadata/quote-settings-metadata-type/
- Category: Metadata
- Applies to: Salesforce Winter '27 (API version 68.0)
- Level: intermediate
- Published: 2026-11-12
- Last updated: 2026-11-12
- Publisher: SFDX Talk Editorial (unofficial; not affiliated with or endorsed by Salesforce)
- License: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/)

## Architectural Overview

In Sales Cloud implementations, transitioning from basic pipeline tracking to structured commercial negotiation requires standard Quoting capabilities. Sales representatives generate formal customer proposals, track quote revisions, generate PDF contracts, and synchronize line items with Opportunities.

The `QuoteSettings` metadata type represents the administrative settings governing Sales Cloud Quotes. Setting `enableQuote` to true provisions the standard `Quote`, `QuoteLineItem`, and `QuoteDocument` objects, while unlocking native bidirectional synchronization (`QuoteSync`) between the active quote and the parent `Opportunity`.

```mermaid
flowchart TD
    A["QuoteSettings: Quote.settings-meta.xml"] --> B["enableQuote = true"]
    B --> C["Provisions Quote & QuoteLineItem Objects"]
    C --> D["Enables QuoteSync Engine"]
    D --> E["Bidirectional Sync with OpportunityLineItem"]
    C --> F["Enables Standard PDF Quote Generation"]
```

In CI/CD automation and scratch org provisioning, deploying `QuoteSettings` prior to code or layouts that reference `Quote` is critical for build stability.

## Directory and File Conventions

In SFDX source format, `QuoteSettings` is managed in the `settings/` directory as `Settings:Quote`:

| Property | Value |
| :--- | :--- |
| **Metadata Type Name** | `Settings` (member: `Quote`) / `QuoteSettings` |
| **SFDX Directory** | `force-app/main/default/settings/` |
| **File Suffix** | `.settings-meta.xml` |
| **Full File Path** | `force-app/main/default/settings/Quote.settings-meta.xml` |
| **Scratch Org Setting Key** | `quoteSettings` |

## Key Metadata Fields

The XML schema of `QuoteSettings` contains the primary enablement switch:

| Field Name | Field Type | Required | Architectural Description |
| :--- | :--- | :--- | :--- |
| `enableQuote` | `boolean` | Yes | Provisions the standard `Quote` object hierarchy and synchronization engine. |

> [!NOTE]
> Once enabled, page layouts for Opportunity and Quote must be configured to expose the Quotes related list and Sync button.

## Declarative XML and Package Manifest Examples

Below is a production `Quote.settings-meta.xml` configuration:

```xml title="force-app/main/default/settings/Quote.settings-meta.xml"
<?xml version="1.0" encoding="UTF-8"?>
<QuoteSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableQuote>true</enableQuote>
</QuoteSettings>
```

### Scratch Org Definition Configuration

```json title="config/project-scratch-def.json"
{
  "orgName": "Sales Cloud Quoting Scratch Org",
  "edition": "Enterprise",
  "settings": {
    "quoteSettings": {
      "enableQuote": true
    }
  }
}
```

### Package Manifest (`package.xml`)

```xml title="manifest/package.xml"
<?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>68.0</version>
</Package>
```

## CLI Retrieval and Deployment Commands

Manage `QuoteSettings` using the Salesforce CLI:

```bash
# Retrieve QuoteSettings from the org
sf project retrieve start --metadata Settings:Quote

# Deploy QuoteSettings to the target org
sf project deploy start --metadata Settings:Quote

# Validate settings deployment without committing changes
sf project deploy validate --metadata Settings:Quote
```

## Architect Best Practices and Gotchas

- **CI/CD Build Dependencies:** If any [ApexClass](/docs/metadata/apex-class-metadata-type/), trigger, or [Flow](/docs/metadata/flow-metadata-type/) references `Quote` or `QuoteLineItem`, `QuoteSettings` must be deployed first; otherwise, deployments fail with `sObject type does not exist`.
- **Quote Synchronization Automation:** When Quote Sync is active, modifications to `QuoteLineItem` automatically trigger updates on `OpportunityLineItem` (and vice-versa). Ensure Apex triggers and record-triggered flows on both objects include recursion protection.
- **Product and Pricebook Dependencies:** Quoting requires products to have active price book entries in the opportunity's selected price book.

> [!WARNING]
> Disabling Quotes in an org where active quote synchronizations exist is blocked by Salesforce until all synchronizations are severed.

## Frequently Asked Questions

### What core functionality is unlocked by enabling QuoteSettings?

It enables standard Sales Cloud Quotes, provisions Quote and QuoteLineItem objects, and activates native Quote-to-Opportunity synchronization.

### Where is QuoteSettings located in an SFDX source project?

It resides at force-app/main/default/settings/Quote.settings-meta.xml and is retrieved using the Settings:Quote identifier.

### Why does deploying an Apex class referencing QuoteLineItem fail in scratch orgs?

The QuoteLineItem object does not exist until enableQuote is set to true in QuoteSettings or scratch org definition files.

### Can QuoteSettings be disabled after quotes have been created?

Disabling Quotes is blocked if active synchronizations exist between Quotes and Opportunities, requiring sync termination first.

## Official References

- https://developer.salesforce.com/docs/platform/api-metadata/references/meta-types/metadata-quotesettings.md