---
schema_version: "1"
id: f1c6e66d32bf68316d6a5f4c9f595400ec32c3940140240e56dc2624ea6e4306
title: Revenue | Create Initial Quote
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_rev_cloud_create_initial_quote.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_rev_cloud_create_initial_quote.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8f9e4516f68402be1144c26c7761e728cf08af51aa8f82a197a3fed95597dbe0
description: Creates a Revenue Cloud quote for a new business from an opportunity. This quote differs from an amendment quote or a renewal quote that modifies or extends an existing business. Sales reps can create multiple quotes for an opportunity.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Revenue | Create Initial Quote

Creates a Revenue Cloud quote for a new business from an opportunity. This quote differs from an amendment quote or a renewal quote that modifies or extends an existing business. Sales reps can create multiple quotes for an opportunity.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions of Revenue Cloud Advanced and Foundations.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d114322e67">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d114322e70">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d114322e67 d114322e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateInitialQuote</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Create Initial Quote</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.rev_agent_setup.htm&amp;language=en_US" target="_blank">Set Up Agentforce for Revenue</a></td></tr></tbody></table>

## Guidelines and Considerations

- Create new business quotes from opportunities. The agent can’t create quotes without opportunities.
- Opportunities don’t automatically sync to quotes.