---
schema_version: "1"
id: add0a4194b72f3dd545a36e2158ebd84648859acab2f1eb6e765e6b099d5bc7f
title: Create and Manage Quotes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quotes_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aee60e7f1f8a4b80198a67b9c5ab4999e2caa6ca78a63668b7cfa0907a51bf65
description: Create quotes to show your customers the prices of the products and services that you offer. Create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices. Then add and sort products as needed to keep your quotes up to date.
products:
  - Sales Cloud
release: "264"
---
# Create and Manage Quotes

Create quotes to show your customers the prices of the products and services that you offer. Create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices. Then add and sort products as needed to keep your quotes up to date.

### 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: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">In Sales, also available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</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="d49521e81">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49521e81 ">To view quotes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49521e81 ">Read on Quotes</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49521e81 ">To create quotes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49521e81 ">Create on Quotes</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49521e81 ">To add quote line items:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49521e81 ">
              <p>Edit on Quotes</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Read on Products and Price Books</p>
            </td>

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

#### See Also

- [Considerations for Creating and Managing Quotes and Quote Line Items](https://help.salesforce.com/s/articleView?id=sales.quotes_considerations_for_creating.htm&release=264.0.0&type=5 "Before you create a quote or work with quote line items, review a few key points.")
- [Create and Email Quote PDFs](https://help.salesforce.com/s/articleView?id=sales.quotes_create_pdf.htm&release=264.0.0&type=5 "Provide quotes to your customers the easy way: via PDF. Create quote PDFs from a standard template or from your company’s design. Email quotes to your customers. Then delete quotes that you no longer need.")

## Create a Quote

1. Click **New Quote** on the Quotes related list on an opportunity. The Subtotal, Discount, Total Price, and Grand Total fields show values from the opportunity. If your Salesforce admin has enabled Create Quotes Without a Related Opportunity in Quote Settings, you can click **+New Quote** on the Quotes page.
2. Complete the fields.
3. Save your changes.

- A unique quote number is added.
- Products on the opportunity are copied to the quote as line items.
- The grand total is recalculated based on the taxes and shipping information that you entered.

## Add a Line Item to a Quote

1. Click **Add Products** in Lightning Experience or **Add Line Item** in Salesforce Classic in the Quote Line Items related list.
2. If no price book was selected on the opportunity, select a price book for the quote. Otherwise, the quote uses the opportunity’s price book.
3. To locate a line item, enter search criteria in the lookup.
4. Select the products that you want to add, and then click **Next** in Lightning Experience or **Select** in Salesforce Classic.
5. Complete the fields. The sales price defaults to the product’s list price as recorded in the price book. Depending on your permissions, you can edit the sales price.
6. Save your changes.

The line items are added to the Quote Line Items related list. The grand total in the detail section is the sum of the related line items. The discount is the average discount for the line items.

## Sort Line Items in a Quote

1. Click **Sort** in the Quote Line Items related list.
2. In Salesforce Classic, use the arrows to sort line items. In Lightning Experience, drag line items into the order you want.
3. Save your changes.

The sort order updates after you sync related opportunities. The PDF quote also includes the sort order.