---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a quote

# Create a quote {#ariaid-title1}

Release version: Australia  
Updated July 14, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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.
{#create-new-quote__ul_s2q_q2h_zzb}

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to QuotesAll and select New.
3. On the Create new quote form, fill in the fields.

   | To | Description |
   | 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 {#create-new-quote__quote-detail-form-fields_ul_zcw_d1v_j3c} * 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. {#create-new-quote__quote-detail-form-fields_ul_pwb_zz5_j3c} * Channel partner: (Optional) The name of the organization selling a product or service. * Short description: Brief description of the quote for this account. {#create-new-quote__ul_dky_zgb_x1c} |
   | 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. {#create-new-quote__ul_gdv_1mj_cjc} * 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 {#create-new-quote__ul_r1q_dmj_cjc} * Short description: Brief description of the quote for this consumer. {#create-new-quote__ul_z2g_njz_x1c} |
   |-|-|

   {#create-new-quote__choicetable_wss_lcm_11c}
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](https://www.servicenow.com/docs/fx_9YQs3ItzHuLLyqkhABQ "Use the Details tab to add and view basic information for a quote.").

*[\>]: and then