[SalesForce] Salesforce CPQ quote without opportunity

We are currently using CPQ in our sales cloud and we've NOT enabled standard quote object.

We want to implementing service and field service cloud with an ability to generate quote for a case/work order.

SBQQ__Quote__c object has a required related lookup filter for opportunity.

From CPQ, We need to have the ability to add quote lines and generate quote document that can be mailed to the customer without opportunity.

Appreciate any help.

Best Answer

SBQQ__Quote__c.Opportunity__c is not a required field in the schema and any required setting on the page layout can be removed.

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Just because this is a managed package doesn't mean you can't edit the page layout

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