---
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 from an opportunity

# Create a quote from an opportunity {#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 directly from an opportunity using the Quotes tab.

## Before you begin

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

Role required: sales_agent

## Procedure

1. Navigate to the List view ![]() and select Opportunity - All.
2. Select the opportunity that you want to work with and select the Quotes tab.
3. Select Create Quote to create a quote from the selected opportunity.