Quote Management release notes
The ServiceNow® Quote Management enables your sales agents to generate and manage sales quotes for your customers. Quote Management was enhanced and updated in the Australia release.
Quote Management highlights for the Australia release
- Quickly understand the financial outcome of quote changes, making it easier to review, approve, and act on updated quotes with visibility into exact amounts owed.
- Enable sales agents to set a target outcome for a quote and let automated adjustments handle header-level discounting, removing manual trial-and-error and speeding up quote approvals.
- Improve quote data consistency by validating contract start and end dates across quote headers, parent lines, and child lines, preventing date conflicts during updates.
- Capture all involved parties, roles, and addresses at both quote header and line levels for end-to-end visibility and accuracy.
See Quote Management for more information.
중요사항:
Quote Management is available in the ServiceNow Store. For details,
see the Activation information section of these release notes.
New in the Australia release
- Consolidate quotes
- Maintain traceability from orders to all originating contract lines when creating orders from consolidated quotes. Additional calculated fields on order lines provide visibility into uplift values derived from consolidation rules.
- Add price ramps on a quote line item
- Enable agents to create and manage custom ramp structures with flexible segment durations. Make ramp changes across the quote lifecycle, including amendments and renewals, while maintaining pricing and quantity consistency across ramp segments.
- Quote approvals
- Use the Advanced Approval Management to create approval workflows for end-to-end visibility and control of quote approvals.
- Track approval status, steps, sequencing, approvers, and comments in real time
- Manage quote states and edit permissions automatically as quotes move through Draft, In Review, Approved, and Rejected states
- Receive email notifications for approvers and requesters as approval actions are taken
- Configure approval conditions and sequencing across quotes, quote lines, and related entities using serial, parallel, or hybrid flows driven by business and compliance rules
- Preserve approval history across submissions and quote versions for a complete audit trail
- Customer entities on Quote
- Capture the deal type (Direct or Indirect deals) and align it with different routes to market for consistency, compliance, and operational efficiency across systems and teams.
Activation information
Install Quote Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.