Using product offering recommendations in quotes

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As a sales agent, you can use recommended product offerings to upsell or cross-sell additional products in your quotes.

    Product offering recommendations

    Product recommendations appear as cards in the contextual side panel in the CSM Configurable Workspace when you're adding, updating, or viewing quote line items using the Catalog or Line items tab. Each card provides a recommendation to either upsell or cross-sell a product.

    Figure 1. Product offering recommendations for a quote
    Contextual side panel in the CSM Configurable Workspace that displays product offering recommendation cards, which are described in the next section
    Product recommendation cards display the following information:
    • Name and brief description of the recommended product offering.
    • Type of recommendation:
      • Upsell: Sales strategy for upgrading customers to a better or enhanced version of a product that they're buying.
      • Cross-sell: Sales strategy for selling additional products that are related to but different from the items that customers are buying.
    • Source product offering to which the recommendation applies.
    • Product pricing
    • Options to accept the recommendation and set the product quantity or dismiss the product offering recommendation.

    When multiple cards are displayed, they're arranged in the order value that was set when the recommendation was created by your product catalog admin.

    Recommendation process

    When you add a product recommendation, the recommended product offering is added as a line item to your quote. For more information, see Get additional product offering recommendations for quotes. After you add or dismiss recommendations, they’re moved to the recommendation history. Use the History icon in the Recommended products panel to view the recommendation history.