---
schema_version: "1"
id: 1d6ec09af31b2053ad63cd79ed539f73680a6df7435f564bd542d95b714ddb1f
title: Create an Auto Quote
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/ene_create_quick_multisite_quote.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.ene_create_quick_multisite_quote.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 973144f267bd090d0a1ebf521a616227807a60070189d9fbf4c4dfe966c4c183
description: Create an auto quote or multi-site quick quote to assign products to a group of sites listed on an opportunity efficiently.
products:
  - Energy and Utilities
release: "264"
---
# Create an Auto Quote

Create an auto quote or multi-site quick quote to assign products to a group of sites listed on an opportunity efficiently.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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</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="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50553e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50553e70 ">To create user profiles and users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50553e70 ">Energy &amp; Utilities Cloud Features</td>

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

1. From the Opportunity record page, click **Auto Quote**.
2. Enter the essential details, such as the quote name and description.
3. Click **Create Quote**.
    
    This triggers the automated process that creates the quote and the group.
4. Select a catalog, select a category, and then select a product.
5. Click **Save Quote**.
6. Configure the product.
    1. Click the **Configure** option available at the quote line item.
    2. Select a value for the product attribute.
    3. Click **Save and Exit**.
7. Price each site individually by clicking the **Split** option available at the quote line item level to generate individual quote line items for each site.
8. Review the final quote structure to ensure all details are appropriate.
9. Once the quote is approved, click **Create Order** to initiate the order creation process and generate related records.
10. Activate the order using the **Activate** option.