---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a quote

# Create a quote {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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

## Vorbereitungen

Role required: sales_agent

## Warum und wann dieser Vorgang ausgeführt wird

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.
{#create-new-quote__ul_s2q_q2h_zzb}

## Prozedur

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to QuotesAll and select New.
3. On the Create new quote form, fill in the fields.

   | To | Description |
   | Create quote for an account | Select the Account and enter the following: * Contact: Name of the primary customer contact. * Short description: Brief description of the quote for this account. * Expiration date: Date and time that the quote expires. * Channel partner: (Optional) The name of the organization selling a product or service. {#create-new-quote__ul_dky_zgb_x1c} |
   | Create quote for a consumer | Select the Consumer name and enter the following: * Short description: Brief description of the quote for this consumer. * Expiration date: Date and time that the quote expires. {#create-new-quote__ul_z2g_njz_x1c} |
   |-|-|

   {#create-new-quote__choicetable_wss_lcm_11c}
4. Select Save and close.  
   The quote is saved and you return to the Quotes list view.
5. Select refresh ![]() to see the new quote in the list.
6. Select Add Line Items to save the quote and begin adding quote line items.

## Nächste Maßnahme

[Add and view details of a quote](https://servicenow-prod.fluidtopics.net/Kz5cgEiwE8cLiAGTLLW8xQ "Use the Details tab to add and view basic information for a quote.").