Create a quote from an opportunity line item

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a quote from the selected line items in an opportunity record.

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    1. Navigate to the List view and select Opportunity - All.
    2. From the Opportunity List window, select the opportunity you want to work with and select the Line Items tab.
    3. Select one or more line items and select Create new quote to create a quote from the selected line items.
      A dialogue box appears that indicates the creation of new quote. Select the new quote record to view it. Or you can also navigate to the Quotes tab to view the new quote record.

    O que Fazer Depois

    To learn more about using the Quote Management workspace, see Using Quote Management.