---
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 sales agreement

# Create a sales agreement {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a sales agreement from a quote between a buyer and a seller for future transactions.

## Before you begin

Role required: sn_csm_pricing.pricelist_manager and sn_sales_common.sales_manager

## Procedure

1. In the CRM Workspace, select the List ![]() view.
2. Navigate to QuoteAll-Quotes and select the quote to enable a new sales agreement.
3. Select Enable sales agreement quote.  
   After the sales agreement is created, a message displays the sales agreement number. The request tracker enables agents to monitor the progress of sales agreements creation. All the information on the sales agreement
   is captured from the selected quote.

   For more information, see [Using quotes to generate sales agreements](https://servicenow-prod.fluidtopics.net/LOy50kuLGj68LH8mZo2BdA "Agents can use quotes to generate sales agreements that show the product and service lines and other relevant details for the quote.").
4. Select the sales agreement number.  
   The new sales agreement is displayed. The price list created for this new sales agreement is referred in the Default price list field.

## What to do next

An order can be placed in the Order Management application based on a sales agreement. For more info, see [Add a sales agreement to an order in Order Management](https://servicenow-prod.fluidtopics.net/uJdu6aWMeZQI_dskqJOliQ "Add a sales agreement to your order. A sales agreement is a contract to order a pre-identified set of products and services for a set price.").

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