Create a quote

  • Release version: Australia
  • Updated March 12, 2026
  • 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.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All and select New.
    3. On the Create new quote form, fill in the fields.
      ToDescription
      Create quote for an account Select the Account and enter the following:
      • Expiration date: Date and time that the quote expires.
      • Contact: Name of the primary customer contact.
      • Route to market: Identifies the exact sales channel used to execute the deal:
        • Direct
        • Reseller
        • Distributor
      • Deal type: Indicates the type of deal associated with the quote:
        • Direct: The seller engages directly with the customer, with no intermediary partner involved.
        • Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor.
      • Short description: Brief description of the quote for this account.
      • Channel partner: (Optional) The name of the organization selling a product or service.
      Create quote for a consumer Select the Consumer name and enter the following:
      • Deal type: Indicates the type of deal associated with the quote:
        • Direct: The seller engages directly with the customer, with no intermediary partner involved.
        • Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor.
      • Channel partner: (Optional) The name of the organization selling a product or service.
      • Expiration date: Date and time that the quote expires.
      • Route to market: Identifies the exact sales channel used to execute the deal:
        • Direct
        • Reseller
        • Distributor
      • Short description: Brief description of the quote for this consumer.
    4. Select Save and close.
      The quote is saved and you return to the Quotes list view.
    5. Select refresh to see the new quote in the list.
    6. Select Add Line Items to save the quote and begin adding quote line items.

    What to do next

    Add and view details of a quote.