Create a quote from an opportunity line item
task australia Updated Sep 10, 2026 1 min read opportunity-management-create-quote-line-items.md
Create a quote from the selected line items in an opportunity record.
Before you begin
Role required: sales_agent
Procedure
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Navigate to the List view [Omitted image "list-outline-24.svg"] Alt text: and select Opportunity - All.
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From the Opportunity List window, select the opportunity you want to work with and select the Line Items tab.
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Select one or more line items and select Create new quote to create a quote from the selected line items.
A dialogue box appears that indicates the creation of new quote. Select the new quote record to view it. Or you can also navigate to the Quotes tab to view the new quote record.
What to do next
To learn more about using the Quote Management workspace, see Using Quote Management.
Related topics
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---
title: Create a quote from an opportunity line item
description: Create a quote from the selected line items in an opportunity record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-create-quote-line-items.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a quote, Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---
# Create a quote from an opportunity line item
Create a quote from the selected line items in an opportunity record.
## Before you begin
Role required: sales\_agent
## Procedure
1. Navigate to the **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Opportunity - All**.
2. From the **Opportunity List** window, select the opportunity you want to work with and select the **Line Items** tab.
3. Select one or more line items and select **Create new quote** to create a quote from the selected line items.
A dialogue box appears that indicates the creation of new quote. Select the new quote record to view it. Or you can also navigate to the Quotes tab to view the new quote record.
## What to do next
To learn more about using the Quote Management workspace, see [Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgmt-using.md).
**Related topics**
[Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-opportunity-mgmt.md)
[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management.md)
| title | Create a quote from an opportunity line item |
| description | Create a quote from the selected line items in an opportunity record. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-create-quote-line-items.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Create a quoteOpportunity ManagementSales automation appsUseSales Customer Relationship Management |