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Create a quote › Opportunity Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a quote from an opportunity line item

Create a quote from the selected line items in an opportunity record.

Before you begin

Role required: sales_agent

Procedure

  1. Navigate to the List view
Image omitted: list-outline-24.svg
and select **Opportunity - All**.

  1. From the Opportunity List window, select the opportunity you want to work with and select the Line Items tab.

  2. Select one or more line items and select Create new quote to create a quote from the selected line items.

    A dialogue box appears that indicates the creation of new quote. Select the new quote record to view it. Or you can also navigate to the Quotes tab to view the new quote record.

What to do next

To learn more about using the Quote Management workspace, see Using Quote Management.

Parent Topic:Create a quote from an opportunity

Related topics

Install and configure Opportunity Management

Opportunity Management