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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Convert RFQ to quote

# Create quotes from request for quotes (RFQs) {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create quotes from RFQ requests submitted by your customers via the Business Portal so you can share the quote with them and expedite the quote-to-order process.

## Before you begin

Role required: sn_sales_common.sales_agent

## About this task

To create a quote from an RFQ, you must first assign an RFQ record to an agent and change its state to In review.

## Procedure

1. Navigate to WorkspacesCRM Workspace.
2. Select the List icon .
3. Navigate to Request for QuotesAll.
4. Select the RFQ record.
5. Assign the RFQ to an agent.
   1. Select the Search for Record icon![]() of the Assignment group field and select an assignment group.
   2. Select the Search for Record icon![]() of the Assign to field and select the agent's name.
   {#convert-rfq-quote-workspace__substeps_qmh_22h_fhc}
6. In the Status field, select In review from the drop-down menu.
7. Select Save.  
   The Convert to quote button becomes available.
8. Review the RFQ details such as address, pricing information, notes, and RFQ line item details.
9. After you've verified the information, select Convert to quote to generate a quote.  
   A quote record is created in the Draft state starting with the prefix QT. A success message containing a link to the quote ID is displayed. Your customers can view the quote from the RFQ record via the Business Portal.
10. **Optional:** View the generated quote in one of the following ways:
    * Select View quote.
    * Select the quote ID hyperlink from the success message that's displayed.

    {#convert-rfq-quote-workspace__choices_u2w_cd4_hhc}  
    The latest revision of the quote is displayed.

## What to do next

View quotes, generate PDFs share to share quotes with customers for acceptance, create sales agreements, or convert quotes to orders to continue the sales process. For more information, see [Using Quote Management](https://www.servicenow.com/docs/c3xe81cHe3ZrDwPK~JiygA "Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes.").
**Related tasks**   

* [View requests for quotes (RFQs) on the Business Portal](https://www.servicenow.com/docs/qUW8JGUetXZM4djWxQ_gcA "Access, review, and track all your submitted quote requests directly from the Business Portal without having to contact a sales agent.")

*[\>]: and then