---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a quote

# Create a quote {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 pop-up prompts you for quote information. You can choose to create a quote for a customer account or consumer. The pop-up 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}

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to QuoteAll-Quotes and select New.
3. In the Create new quote dialog box, fill in the fields.
   * To create a quote for an account, select the Account.
   * To create a quote for a consumer, select the Consumer name.

   {#create-new-quote__choices_q5h_5b2_x1c}

   | To | Description |
   | Create quote for an account | 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. {#create-new-quote__ul_dky_zgb_x1c} |
   | Create quote for a consumer | 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 one of the following to continue.

   | To |   |
   | Close and save the quote | Select Save and close. The quote is saved and a message appears showing the quote number. Continue working on the quote by selecting the number. |
   | Add line items | Select Add line items. The quote opens in the Details form. |
   |-|-|

   {#create-new-quote__choicetable_wnd_mqd_tcc}
5. Fill in the information in the quote form.

*[\>]: and then