---
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


---

# Create a quote

# Create a quote from an opportunity {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 WorkspacesCRM 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](https://www.servicenow.com/docs/access?context=integration-with-sales-and-order-management&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US).
**Related concepts**   

* [Configuring Opportunity Management](https://www.servicenow.com/docs/39eqnwSl_DYOo6jAyOKiDQ "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management](https://www.servicenow.com/docs/9NwHb2tYEkeKum9NvSNlpg "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")

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