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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a quote

# Create a quote {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](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 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}

## Procedure

1. In the CRM Workspace, select the List ![List view icon.]() view.
2. Navigate to QuotesAll and select New.
3. In the Create new quote window, 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. {#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. You can either:
   1. Select Add Line Items to save the quote and continue adding products to the quote; or
   2. Select Save and close to add products at a later time.  
      The quote is saved and you return to the Quotes list view.
   {#create-new-quote__substeps_vjd_xnz_bfc}
5. Select refresh ![]() to see the new quote in the list.

## What to do next

[Add and view details of a quote](https://servicenow-prod.fluidtopics.net/FZ724vJf0YEgGuE4A0gn_w "Use the Details tab to add and view basic information for a quote.").  
The follow scenarios are possible when a user starts a quote:

* The system defaults sales agreement on the quote to the latest active sales agreement available for the customer, if one exists.
* The sales agreement can be changed or cleared when appropriate.
{#create-new-quote__ul_xn5_mk5_bfc}

*[\>]: and then