Salesforce - Create a Quote
- George Apostolov
Salesforce - Create a Quote: step-by-step guide
Navigate to the Opportunities tab and select My Opportunities.
Choose the opportunity where you want to create the quote.
Click on Products.
And select Add Products
Add the product you are creating a quote for and hit Next.
This is the product's original sale price.
Edit the Sales Price and Quantity as per the quote you are planning to pitch.
Hit Save
You can see the updated Price and Quantity on the screen now.
Go back to the opportunities page and click on Quotes in the right column.
Click on the New Quote button.
Fill in the fields in Quote Information section. (Name, Expiration date, and Status.)
And finally, hit Save.
You will now see your updated quote with the new price and quantity.
Quick answer: To create a quote in Salesforce, navigate to My Opportunities, select an opportunity, and add products with edited prices and quantities. Then, go to Quotes on the opportunities page, click New Quote, fill in the Quote Information fields, and save to view your updated quote.
About this Salesforce tutorial
Generate a new quote in Salesforce by adding products to an opportunity, editing pricing, and saving the quote details. This guide covers salesforce - Create a Quote in 14 steps, starting with "Navigate to the Opportunities tab and select My Opportunities" and finishing with "You will now see your updated quote with the new price and quantity". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Create a Quote take?
14 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Create a Related List in Salesforce, Salesforce - Create reports and Salesforce - how to create a salesforce app. Last reviewed 05 Oct 2026.
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