Create a New Commercial Quote

To estimate how much a commercial policy would cost, you use a quote.

1. Go to the Opportunities object list view.
2. Select the Opportunity you want to create a quote for or create a new Opportunity.
3. On the Quotes panel, click the carat or button for New Quote.
4. Select Quote in the New Quote dialog box that appears, then click Next.
   

   Note

   The quote record types and their associated pages and LWCs are customizable and configurable.

5. On the New Quote window, enter a Quote Name.
6. (Optional) Enter information in the other fields on the New Quote window.
   

   Important

   Don't enter a value into the Primary Root Item.

   Entering a value into this field causes a conflict that doesn't let you modify the quote on the Quote object.

7. Click Save.