Convert quotes into orders

task australia Updated Sep 10, 2026 1 min read quote-management-customer-orders-tab.md
Raw file servicenow.com

Use the Customer Order tab to convert a quote into a customer order in Quote Management.

Before you begin

Role required: sales_agent

About this task

The quote must be in an Active state and the quote state must be set to Completed. Then the Customer Orders tab becomes active.

Note: Verify your entitlements to see if you have access to this feature.

Procedure

  1. In the CRM Workspace, select the List view [Omitted image "list-outline-24.svg"] Alt text:.

  2. Navigate to Quotes > All.

  3. Select the quote that you want to convert to a customer order from the Quote List view.

  4. In the Details tab, change the quote State to Completed and select Save.

  5. Select Create Order.

    When the order is created, a message appears with the order number.

  6. Select the Order number in the message to open the order.

    The Order Line Item view displays the order line items, pricing adjustments, and order tasks.

Parent Topic:Using Quote Management

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