---
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 from an opportunity {#ariaid-title1}

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

Create a quote directly from an opportunity as a sales agent or with integrated roles.

## Vorbereitungen

Ensure that you have captured and provided all the information for your opportunity, such as opportunity details, line items, competitors information and other details.

Role required: sales_agent

## Prozedur

1. Navigate to the WorkspacesCSM/FSM Configurable Workspace.
2. From the List view ![](), select Opportunity - All.
3. Select the desired opportunity.
4. Select Create Quote to create a new quote from the selected opportunity.  
   If users with integrated roles create quotes then the channel partners and the related channel partners are copied to the newly created quotes. All the created quotes can be viewed on the Quotes tab. For details about integrated roles, see [Integration with Sales Customer Relationship Management](https://www.servicenow.com/docs/access?context=integration-with-sales-and-order-management&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).
* **[Create a quote from an opportunity line item](https://servicenow-prod.fluidtopics.net/wPfU5fVTmhHCHLQggXKTqA)**   
  Create a quote from the selected line items in an opportunity record.