Create a quote from an opportunity

---
title: Create a quote from an opportunity
description: Create a quote directly from an opportunity as a sales agent or with integrated roles.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-create-quote.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Create a quote from an opportunity

Create a quote directly from an opportunity as a sales agent or with integrated roles.

## Before you begin

Ensure that you have captured and provided all the information for your opportunity, such as opportunity details, line items, competitors information and other details.

Role required: sales\_agent

## Procedure

1.  Navigate to the **Workspaces** > **CRM Workspace**.

2.  From the **List** view \[Omitted image "list-outline-24.svg"\] Alt text:, select **Opportunity - All**.

3.  Select the desired opportunity.

4.  Select **Create Quote** to create a new quote from the selected opportunity.

    If users with integrated roles create quotes then the channel partners and the related channel partners are copied to the newly created quotes. All the created quotes can be viewed on the **Quotes** tab. For details about integrated roles, see [Integration with Sales Customer Relationship Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/integration-with-sales-and-order-management.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)