Create a quote

---
title: Create a quote
description: Create a quote in Quote Management to start the quote building process.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/create-new-quote.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Create a quote

Create a quote in Quote Management to start the quote building process.

## Before you begin

Role required: sales\_agent

## About this task

When you start a quote, a dialog box prompts you for quote information. You can choose to create a quote for a customer account or consumer. The dialog box changes depending on your choice.

-   Account – The quote is created for an existing customer account.
-   Consumer – The quote is created for an existing consumer.

## Procedure

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

2.  Navigate to **Quotes** > **All** and select **New**.

3.  On the **Create new quote** form, fill in the fields.

<table id="choicetable_wss_lcm_11c"><thead><tr><th align="left" id="d172967e114">

To

</th><th align="left" id="d172967e117">

Description

</th></tr></thead><tbody><tr><td id="d172967e123">

**Create quote for an account**

</td><td>

Select the **Account** and enter the following:-   Expiration date: Date and time that the quote expires.
-   Contact: Name of the primary customer contact.
-   Route to market: Identifies the exact sales channel used to execute the deal:
    -   Direct
    -   Reseller
    -   Distributor
-   Deal type: Indicates the type of deal associated with the quote:
    -   Direct: The seller engages directly with the customer, with no intermediary partner involved.
    -   Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor.
-   Channel partner: \(Optional\) The name of the organization selling a product or service.
-   Short description: Brief description of the quote for this account.


</td></tr><tr><td id="d172967e175">

**Create quote for a consumer**

</td><td>

Select the **Consumer** name and enter the following:-   Deal type: Indicates the type of deal associated with the quote:
    -   Direct: The seller engages directly with the customer, with no intermediary partner involved.
    -   Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor.
-   Channel partner: \(Optional\) The name of the organization selling a product or service.
-   Expiration date: Date and time that the quote expires.
-   Route to market: Identifies the exact sales channel used to execute the deal:
    -   Direct
    -   Reseller
    -   Distributor
-   Short description: Brief description of the quote for this consumer.


</td></tr><tr><td id="d172967e223">

**Create quote for a buyer organization**

</td><td>

Select the **Buyer Organization** and enter the following:-   Buyer organization member: Name of the buyer organization for which the quote is created.
-   Channel partner: \(Optional\) The name of the organization selling a product or service.
-   Short description: Brief description of the quote for this organization.
-   Start Date: Start date of the quote.
-   End Date: End date of the quote.


</td></tr></tbody>
</table>4.  Select **Save and close**.

    The quote is saved and you return to the **Quotes** list view.

5.  Select refresh \[Omitted image "icon-refresh.png"\] Alt text: to see the new quote in the list.

6.  Select **Add Line Items** to save the quote and begin adding quote line items.


## What to do next

[Add and view details of a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/quote-management-details-tab.md).

**Parent Topic:**[Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/quote-mgmt-using.md)