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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# From an opportunity line item

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

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: sales_agent

## Procedure

1. Navigate to the List view and select Opportunity - All.
2. From the Opportunity List window, select the opportunity you want to work with and select the Line Items tab.
3. Select one or more line items and select Create new quote to create a quote from the selected line items.  
   A dialogue box appears that indicates the creation of new quote. Select the new quote record to view it. Or you can also navigate to the Quotes tab to view the new quote record.

## What to do next

To learn more about using the Quote Management workspace, see [Using Quote Management](https://www.servicenow.com/docs/ZmrKCxyNCOw7vyU_AlCr6g "Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes.").