Create a quote from an opportunity line item

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 and select Opportunity - All.
    2. From the Opportunity List window, select the opportunity you want to work with and select the Line Items tab.
    3. 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.