---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Quote management for business organization

# Quote management for business organization {#ariaid-title1}

* Release version: Australia
* 
* Updated August 13, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Integrate Service Model Foundation with Quote Management for business organizations to streamline operations and optimize the end-to-end life cycle for quote management.

## Overview of quote management for business organization {#quote-management-for-business-location__section_oty_z5h_y2c}

Quote Management for business organizations enables sales agents and business organization staff to efficiently create and manage the end-to-end life cycle of quotes on behalf of customers.  
Use the Quote Management Business Organization plugin (com.snc.business_organization_qm) to perform the following actions.

* Create quotes for customers through channel partners
* Modify and manage quotes for the business organization
* Track seller and buyer details of the quote
{#quote-management-for-business-location__ul_sgc_2f5_vfc}

## Data model {#quote-management-for-business-location__section_cff_xkc_wfc}

The Quote Management application is integrated with the product offering catalog to help sales agents build quotes easily and conveniently.

The Quote Management Customer Order Related Party table contains the following fields.
{#quote-management-for-business-location__table_dkv_4h5_vfc__entry__3}

| Field | Description | Type |
|-|-|-|
| Customer quote | Customer quote that the related party can access. | Reference |
| Type | Type of related party. | Reference |
| Responsibility | Responsibility associated with the related party. Note: The default responsibility is set to default_responsibility. | Reference |
| Channel partner | Channel partner whose members can access the quote when added as a related party. | Reference |
| Class | Class of the record. | sys_class_name |
| Domain | Domain of the related party record. | Domain ID |
| Active | State of the record, whether active or inactive. | Boolean |
[Table 1. Fields on the Customer Quote Form]

{#quote-management-for-business-location__table_dkv_4h5_vfc}
**Related concepts**   

* [Roles and responsibilities](https://www.servicenow.com/docs/qomMSMMGh7R2DsZD5gC3rw "After successful integration of Order Management with Service Model Foundation, various roles are added to the list view menu.")  
**Related tasks**   

* [Activate Quote Management for Business Locations](https://www.servicenow.com/docs/m4JWkWLd0gHqh~_ZsvgRkQ "Activate the Quote Management for Business Location plugin to create and track quotes by channel partners.")