Create a quote from an opportunity

Create a quote directly from an opportunity as a sales agent or with integrated roles.

Before you begin

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

Role required: sales_agent

Procedure

1. Navigate to the Workspaces > CSM/FSM Configurable Workspace.
2. From the List view , select Opportunity - All.
3. Select the desired opportunity.
4. Select Create Quote to create a new quote from the selected opportunity.
   If users with integrated roles create quotes then the channel partners and the related channel partners are copied to the newly created quotes. All the created quotes can be viewed on the Quotes tab. For details about integrated roles, see Integration with Sales Customer Relationship Management.

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

Related concepts

• Install and configure Opportunity Management
• Opportunity Management