Create quotes from request for quotes \(RFQs\)

---
title: Create quotes from request for quotes \(RFQs\)
description: Create quotes from RFQ requests submitted by your customers via the Business Portal so you can share the quote with them and expedite the quote-to-order process.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/convert-rfq-quote-workspace.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Managing RFQs, Business Portal, Use, Sales Customer Relationship Management]
---

# Create quotes from request for quotes \(RFQs\)

Create quotes from RFQ requests submitted by your customers via the Business Portal so you can share the quote with them and expedite the quote-to-order process.

## Before you begin

Role required: sn\_sales\_common.sales\_agent

## About this task

To create a quote from an RFQ, you must first assign an RFQ record to an agent and change its state to In review.

## Procedure

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

2.  Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3.  Navigate to **Request for Quotes** > **All**.

4.  Select the RFQ record.

5.  Assign the RFQ to an agent.

    1.  Select the Search for Record icon\[Omitted image "search.png"\] Alt text: of the **Assignment group** field and select an assignment group.

    2.  Select the Search for Record icon\[Omitted image "search.png"\] Alt text: of the **Assign to** field and select the agent's name.

6.  In the **Status** field, select **In review** from the drop-down menu.

7.  Select **Save**.

    The **Convert to quote** button becomes available.

8.  Review the RFQ details such as address, pricing information, notes, and RFQ line item details.

9.  After you've verified the information, select **Convert to quote** to generate a quote.

    A quote record is created in the Draft state starting with the prefix QT. A success message containing a link to the quote ID is displayed. Your customers can view the quote from the RFQ record via the Business Portal.

10. View the generated quote in one of the following ways:

    -   Select **View quote**.
    -   Select the quote ID hyperlink from the success message that's displayed.
    The latest revision of the quote is displayed.


## What to do next

View quotes, generate PDFs share to share quotes with customers for acceptance, create sales agreements, or convert quotes to orders to continue the sales process. For more information, see [Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/quote-mgmt-using.md).

**Parent Topic:**[Managing request for quotes \(RFQs\) using Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/rfq-business-portal.md)

**Related topics**  


[View requests for quotes \(RFQs\) on the Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/view-rfq-business-portal.md)