--- sourceDocument: Australia Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Quote Management # Using Quote Management {#ariaid-title1} Release version: Australia Updated August 4, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Using Quote Management The Quote Management application in ServiceNow enables sales agents to efficiently create, manage, and convert product quotes throughout the sales process. It provides a structured interface with multiple tabs to capture all relevant quote information, including customer details, product catalogs, pricing adjustments, tasks, and approvals. This solution supports advanced workflows such as quote revisions, approvals, and conversions to customer orders, enhancing sales productivity and accuracy. Show full answer Show less ## Key Features * **Tabbed Interface:** * **Details:** Add quote address and contact info. * **Catalog:** Select products from catalogs. * **Line Items:** Manage products and services in the quote. * **Tasks:** Track approval and fulfillment activities. * **Revisions:** Create and manage multiple quote versions. * **Customer Orders:** Convert quotes into sales orders. * **Involved Parties \& Contacts:** Add additional stakeholders and relevant contacts. * **Pricing Adjustment:** Apply manual pricing changes or discounts at line item or quote level. * **Quote Creation and Management:** Start quotes, add products from catalogs, and modify line items and pricing adjustments. * **Quote AI Agent:** Automate quote creation, modification, and review using agentic workflows triggered by defined conditions. * **Product Offering Recommendations:** Upsell or cross-sell related products based on current quote content. * **Quote Versions and Summarization:** Manage multiple versions and generate consolidated quote summaries to streamline internal reviews and customer communications. * **Approval Workflow:** Submit quotes for advanced approval, review requests, approve or reject quotes, and recall approval requests as needed. * **Pricing Flexibility:** Add subscription pricing, price ramps for recurring offerings, and header discounts that apply across quote line items. * **Quote to Order Conversion:** Convert entire quotes or selected line items into customer orders seamlessly. * **Contract and Sales Agreement Integration:** Initiate contract requests and enable sales agreements to formalize quotes. * **Data Synchronization:** Sync quote information with related opportunities to maintain data consistency. * **Location-Based Catalog Filtering:** Filter and copy product locations to manage multi-site quoting scenarios. * **PDF Generation and Viewing:** Create, view, and manage PDF quote documents for customer sharing and signatures. * **Hierarchical Line Item View:** Visualize parent-child relationships among quote line items for complex product structures. * **Quote Consolidation:** Merge multiple renewal quotes for the same account into a single unified quote to simplify management. ## Key Outcomes * Streamlined quote creation and management improves sales cycle efficiency and accuracy. * Automated AI-driven workflows reduce manual effort and increase consistency in quote handling. * Advanced approval workflows ensure compliance and governance before customer engagement. * Comprehensive pricing adjustments and subscription options enable flexible and competitive quoting. * Seamless conversion from quote to order accelerates the sales fulfillment process. * Enhanced collaboration through involved parties and contact management supports complex sales scenarios. * Effective communication with customers and internal teams via quote summaries and PDF documents. * Support for multi-location and hierarchical product quoting addresses enterprise-scale sales requirements. Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes. {#quote-mgmt-using__table_vjn_qzg_zzb__entry__2} | Quote Management tab | Description | |-|-| | Details tab | Add details of the quote, such as address and contact information. | | Catalog tab | Use product catalogs to add products to your quote. | | Line Items tab | Add quote line items to a quote. | | Tasks | Displays tasks associated with the quote (approval or fulfillment tasks) generated as part of the quoting workflow. | | Revisions tab | Create multiple versions of quotes. | | Customer Orders tab | Convert quotes to product order sales. | | Involved Parties | Add individuals or organizations associated with the quote beyond the primary contact, for example, approvers, stakeholders, or additional decision-makers. | | Contacts | Add contact records linked to the account/quote that are relevant to the deal. | | Pricing adjustment tab | Add manual pricing adjustments to products in a quote. | [Table 1. Quote Management tabs] {#quote-mgmt-using__table_vjn_qzg_zzb} ## Building quotes {#quote-mgmt-using__section_ngt_tml_11c} Use these basic steps to create, build, and manage your quotes. {#quote-mgmt-using__table_wvd_pnl_11c__entry__2} | Step | Description | |-|-| | [Manage quotes using the Quote AI Agent](https://www.servicenow.com/docs/Jgx8jWaowFO3zDKeMcRkrA "Use the Quote AI Agent to create a quote, modify an existing quote, or review a quote that the agent generated automatically from a trigger condition.") | Create, modify, and review quotes using agentic workflow. | | [Create a quote](https://www.servicenow.com/docs/jvdvCA9DPRIrhnhuBknkOQ "Create a quote in Quote Management to start the quote building process.") | Start a quote, then [add and view quote details.](https://www.servicenow.com/docs/fx_9YQs3ItzHuLLyqkhABQ "Use the Details tab to add and view basic information for a quote.") | | [Add products to a quote](https://www.servicenow.com/docs/JahTKBs~SSo3bGfRDV1JWQ "Use the Catalog tab in Quote Management to add products to your quote.") | Build your quote by adding products from the product catalogs. | | [Create a quote PDF document](https://www.servicenow.com/docs/Sa~T6tK4LyOqUEUIME2Xeg "In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures.") | Sales agents can create a PDF document from a quote to send to customers. | | [View and update products in your quote](https://www.servicenow.com/docs/GnyshETJDmrAjGhQdf1w~g "Use the line items tab to review and update products in your quote and to add additional line items.")- | Use the Line items tab to see and update products in your quote. | | [View and update manual pricing adjustments in quotes](https://www.servicenow.com/docs/q~qjyRa3keHhJdf~FGCSsw "Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote.") | Add pricing adjustments to quotes. | | [Get additional product offering recommendations for quotes](https://www.servicenow.com/docs/fXyEqQisdIvjwqZ3zd7~RA "Get product offering recommendations to upsell or cross-sell additional products in quotes.") | Use product offering recommendations to find other products that you can upsell or cross-sell to your customers based on the line items in your quote. | | [Create quote versions](https://www.servicenow.com/docs/dm7e4k4JEOtnrlNzJeLSRw "Use the Revisions tab to create and view the versions of your quote.") | Use the Revisions tab to create and view versions of a quote. | | [Convert quotes into orders](https://www.servicenow.com/docs/Xdq7Tz2sdJmftSczYTJfXQ "Use the Customer Order tab to convert a quote into a customer order in Quote Management.") | Use the Customer Orders tab to convert quotes to orders. | [Table 2. Building and managing quotes] {#quote-mgmt-using__table_wvd_pnl_11c} Use ServiceNow Otto for CPQ to generate a summary of a quote to: * Summarize key quote components during early customer discussions or pre‑discovery. * Provide an updated view of the quote after revisions, without requiring the review of multiple records. * Provide a single, consolidated snapshot of all actions, tasks, and notes derived from a quote in one place. * Highlight custom pricing, discounts, and negotiated changes made during the quoting process. * Review the quote prior to sending it to the customer to confirm accuracy and completeness. * Support internal handoffs by summarizing the quoted offer for internal teams. {#quote-mgmt-using__ul_j45_kjc_dkc} * **[Manage quotes using the Quote AI Agent](https://www.servicenow.com/docs/Jgx8jWaowFO3zDKeMcRkrA)** Use the Quote AI Agent to create a quote, modify an existing quote, or review a quote that the agent generated automatically from a trigger condition. * **[Create a quote](https://www.servicenow.com/docs/jvdvCA9DPRIrhnhuBknkOQ)** Create a quote in Quote Management to start the quote building process. * **[Add and view details of a quote](https://www.servicenow.com/docs/fx_9YQs3ItzHuLLyqkhABQ)** Use the Details tab to add and view basic information for a quote. * **[Add products to a quote](https://www.servicenow.com/docs/JahTKBs~SSo3bGfRDV1JWQ)** Use the Catalog tab in Quote Management to add products to your quote. * **[Using product offering recommendations in quotes](https://www.servicenow.com/docs/KMSqWXKUGdNAlRTpEgIuzQ)** As a sales agent, you can use recommended product offerings to upsell or cross-sell additional products in your quotes. * **[Add tasks to a quote](https://www.servicenow.com/docs/eZS9_8Lg5k7RF1hKsxgDVg)** Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote. * **[Create quote versions](https://www.servicenow.com/docs/dm7e4k4JEOtnrlNzJeLSRw)** Use the Revisions tab to create and view the versions of your quote. * **[Convert quotes into orders](https://www.servicenow.com/docs/Xdq7Tz2sdJmftSczYTJfXQ)** Use the Customer Order tab to convert a quote into a customer order in Quote Management. * **[Add pricing adjustment to a quote line item](https://www.servicenow.com/docs/mOPKbA6mq9TWrpIaMLhppg)** Add pricing adjustments to quote line items after the line item is created. * **[Add price ramps on a quote line item](https://www.servicenow.com/docs/98YFLz3K7~ofasHSLlsXlQ)** Add price ramps to quote line items to define incremental price changes for recurring product offerings. * **[Add a header discount to a quote](https://www.servicenow.com/docs/genJcZpQDsdTfow3i9G9Sw)** Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level. * **[Approving or rejecting quotes](https://www.servicenow.com/docs/VGiH09FHTTUgYDsnW_GIMQ)** Sales agents request approval for quotes, and approvers decide whether quotes can proceed under an advanced approval workflow. * **[Create an order from a quote line item](https://www.servicenow.com/docs/tB3LCgJ9cuPgoB39mWFtXg)** You can create an order from all quote line items, or from a subset of top-level line items that you select. * **[Add subscription pricing to a quote](https://www.servicenow.com/docs/8tMHv11mS6AkzQP~uFofig)** Add subscription pricing to a quote or quote line items including start and end dates in Quote Management. * **[Submit a quote for advanced approval](https://www.servicenow.com/docs/dwshVhMca~7XbgHTt4NJWQ)** Submit a quote for advanced approval to route it to required approvers before sharing it with a customer. * **[Summarize a quote using quote summarization](https://www.servicenow.com/docs/nelKkHyl8S3BNEc5pm~vtA)** Summarize a quote to generate a consolidated report of a quote record to quickly understand the quote without manually reviewing multiple fields, line items, or related records. * **[Recall a quote approval request](https://www.servicenow.com/docs/Vwr4WLLC9GPg65L6yWgcPg)** Cancel a pending quote approval request to change a quote before resubmitting it for advanced approval. * **[Approve an approval request for a quote](https://www.servicenow.com/docs/V8YgmmL2yNAVoVNN2OR3uA)** Review and approve or reject a quote advanced approval request that is routed to you as part of an advanced approval workflow. * **[View and update products using the line items tab](https://www.servicenow.com/docs/GnyshETJDmrAjGhQdf1w~g)** Use the line items tab to review and update products in your quote and to add additional line items. * **[View and update manual pricing adjustments in quotes](https://www.servicenow.com/docs/q~qjyRa3keHhJdf~FGCSsw)** Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote. * **[Initiate a contract request](https://www.servicenow.com/docs/WKBH70fhmd0cje2gtksyIA)** Initiate a contract request from the Quote Management application. * **[View an existing quote](https://www.servicenow.com/docs/h~_5QDZjQZR6IyiSUkUaLQ)** View existing quotes to update the quote status or make other changes. * **[Export quotes](https://www.servicenow.com/docs/Dv~bVEA7Rp1hTUD3JPZAPQ)** Export a list of all quotes in Quote Management and provide it to a customer. * **[Enable a sales agreement in a quote](https://www.servicenow.com/docs/TdnN013IU2v65vZqHeVHbg)** Agents can enable a sales agreement for a quote. Once enabled in Quote Management, sales agreements are generated that show the product and service lines and other relevant details for the quote. * **[Sync a quote with an opportunity](https://www.servicenow.com/docs/wfWOBLsGGCWbXiRIhFdxpw)** Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management. * **[Add covered products to a quote](https://www.servicenow.com/docs/GGuVh0qvXY8FAf4jfht_Sw)** Add a covered product to line items in a quote in Quote Management. * **[Filter catalogs by location in a quote](https://www.servicenow.com/docs/_jnmnMSYB55UawB9kM17gg)** Use the location filter on the Catalog tab to filter products by location in Quote Management. * **[Copy locations for quote line items](https://www.servicenow.com/docs/kIyQdDYcvqqg1wZCKF9i0A)** Use the copy location function to change the location of multiple quote line items in Quote Management. * **[Create a quote PDF document](https://www.servicenow.com/docs/Sa~T6tK4LyOqUEUIME2Xeg)** In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures. * **[View a quote PDF document](https://www.servicenow.com/docs/hRsLOYOt7LELRNludc6wrQ)** Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF. * **[Use hierarchical list view for quote line items](https://www.servicenow.com/docs/CwqzeO~3oK1Qfg6OEmVdTQ)** Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items. * **[Consolidate quotes](https://www.servicenow.com/docs/IRO592jJTcnMNyD6YkXo1A)** Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote.