Configuring Quote Management

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

    • Learn how to set up Quote Management so that your sales agents can create and manage customer quotes.

    Admins and Quote Management administrators complete the following configuration tasks to set up Quote Management.

    Table 1. Configuration tasks for Quote Management
    Task Description Role
    ../task/installing-quote-management.html Install Quote Management from the ServiceNow® Store Store. It provides these key features for your agents:
    • Build quotes with products and pricing, then present them to customers.
    • Use the product configurator to select simple and configurable product offerings.
    • Add pricing adjustments to products.
    • Convert quotes to product orders once customers have approved.
    		 Admin
    Set the roles for Quote Management users and your product catalog and pricing administrators. Admin
    Configuring product offerings and catalogs Create the product offerings and catalogs, unless they've been previously defined. Product catalog admin
    Configuring product pricing Define the price lists, pricing strategies, and other pricing features that you want to use, unless they've been previously defined.
    • Set the price lists and pricing strategies that control how pricing is applied to quotes.
    • If you're using cost books, create the cost books that define the unit costs for product offerings.
    		 Pricing admin
    Activate cost books and cost margins Use the sn_quote_mgmt_core.enable_cost_margin_calculation system property to activate the cost book and cost margin features in Quote Management. These features enable sales agents to view product unit costs and cost margins when creating sales quotes. Quote Management admin
    Activate location-based transactions Use the sn_sales_common.enable_location_based_transactions system property to activate location-based transactions in Quote Management. Admin
    Configure quote PDF documents Set up PDF template, signers, and Docusign. sales_operations_specialists

    What to do next

    After completing the configuration tasks, you can start using Quote Management to build and manage customer quotes. See Using Quote Management.

    Optionally, configure Configuring Advanced Approval Management to build automated approval workflows for customer quotes and other Sales Customer Relationship Management entities.