--- sourceDocument: Australia Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/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 # Configuring Quote Management {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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. {#configure-quote-management__table_b23_thc_zzb__entry__3} | 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. {#configure-quote-management__ul_fkf_f3l_11c} | Admin | | [Configuring product offerings and catalogs](https://www.servicenow.com/docs/Ronhh5woxk4yOIIcn~aQ8g "Create product offerings and the associated product catalogs that can be used by Sales Customer Relationship Management agents for pre-sales activities, order capture, and post-sales engagement.") | Create the product offerings and catalogs, unless they've been previously defined. | Product catalog admin | | [Configuring product pricing](https://www.servicenow.com/docs/2LeuaYaH7DZ163YsKF8fUw "Create a price list line and associate it to a product offering.") | 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](https://www.servicenow.com/docs/vTkOlbnAcxIstWJOnUk0Jg "Create a price list that defines the pricing for products and services in Sales Customer Relationship Management.") and pricing strategies that control how pricing is applied to quotes. * If you're using cost books, create the [cost books](https://www.servicenow.com/docs/6i_l5UYDNe0CGVHTmgxSxw "Create a cost book that defines the unit costs for products and services in Sales Customer Relationship Management.") that define the unit costs for product offerings. {#configure-quote-management__ul_rdt_qgj_1bc} | 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](https://www.servicenow.com/docs/oSasU9w4ltJ6YGCTVWm2pQ "Turn on location-based transactions for opportunities, quotes, and orders by using the sn_sales_common.enable_location_based_transactions system property.") | Use the sn_sales_common.enable_location_based_transactions system property to activate location-based transactions in Quote Management. | Admin | | [Configure quote PDF documents](https://www.servicenow.com/docs/VQVzZQBZIcOOXNkU_aEQ5Q "As a sales operation specialist, you can generate professional-looking PDF templates that present quotes in a standardized format that reflects company branding and logos. You can also set up Docusign to enable signers to sign quotes electronically and send them through email.") | Set up PDF template, signers, and Docusign. * [Create PDF templates](https://www.servicenow.com/docs/N~6j4hZJeWcND1RIsjYZUg "Sales operation specialists can set up templates for PDF documents in Quote Management.") * [Configure DocuSign](https://www.servicenow.com/docs/4KaG9AsyDyKU9QsKIFMZbg "Quote operations specialists can configure PDF documents to work with Docusign to enable customers to sign PDF documents electronically.") * [Set up PDF document signers](https://www.servicenow.com/docs/EB2gbyeptOochTblMSZhsQ "Sales operations specialists can set up signers in Quote Management so that PDF quotes can be sent to either internal and external signers for review and signatures.") {#configure-quote-management__ul_dmx_33r_c2c} | sales_operations_specialists | [Table 1. Configuration tasks for Quote Management] {#configure-quote-management__table_b23_thc_zzb} ## What to do next {#configure-quote-management__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](https://www.servicenow.com/docs/E9xUcAlbuYWKoOoLofWwQQ "Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes."). Optionally, configure [Configuring Advanced Approval Management](https://www.servicenow.com/docs/3rAH6V4ncAQIBmlZCYjnng "Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.") to build automated approval workflows for customer quotes and other Sales Customer Relationship Management entities. * **../task/installing-quote-management.html** **Related concepts** * [Quote Experience in CPQ](https://www.servicenow.com/docs/h_BafyEFjtMFvv8QugVExg "CPQ provides a unified Quote Experience for creating, pricing, approving, and completing quotes. The experience works wherever your sales teams operate, maintaining consistent workflows, pricing logic, and governance.") * [Using Quote Management](https://www.servicenow.com/docs/E9xUcAlbuYWKoOoLofWwQQ "Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes.") * [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.") * [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.") * [Sync quote and opportunity](https://www.servicenow.com/docs/wksF969QZhAeZjmAAUGNWA "Sync quote information from the quote record to an opportunity record. This keeps the quote data consistent and accurate across both the records and enables sales agents to track revenue from opportunities accurately.")