Convert quotes into orders
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
-
In the CRM Workspace, select the List view [Omitted image "list-outline-24.svg"] Alt text:.
-
Navigate to Quotes > All.
-
Select the quote that you want to convert to a customer order from the Quote List view.
-
In the Details tab, change the quote State to Completed and select Save.
-
Select Create Order.
When the order is created, a message appears with the order number.
-
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
---
title: Convert quotes into orders
description: Use the Customer Order tab to convert a quote into a customer order in Quote Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/quote-management-customer-orders-tab.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---
# Convert quotes into orders
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/quote-mgmt-using.md)
| title | Convert quotes into orders |
| description | Use the Customer Order tab to convert a quote into a customer order in Quote Management. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/quote-management-customer-orders-tab.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Quote ManagementConfigurepricequote appsUseSales Customer Relationship Management |