---
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


---

# Get additional recommendations

# Get additional product offering recommendations for quotes {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Get product offering recommendations to upsell or cross-sell additional products in quotes.

## Before you begin

Your quote must have at least one or more line items and be in the draft state.

Role required: sales_agent

## About this task

When you're working on a draft quote and adding or updating products, product offering recommendations are displayed as recommendation cards in the contextual side panel of your workspace. These cards identify the products
that you can upsell or cross-sell, to complement or supplement existing products in your quote. When you accept a product offering recommendation, the product is added as a line item to your quote.

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to QuotesAll and select the quote that you want to work on.
3. Select the Catalog or Line Items tab.  
   If the quote doesn't have at least one line item, add a line item.

   The contextual side panel displays any relevant recommended products for the quote.
4. Review the recommended product offering cards and do one of the following:
   * To accept a recommendation, change the quantity if needed and select Add in the card.

     The product is added as a line item to the quote. When a configurable product is added from the
     recommendations panel, quote line items are created with default selections configured as set in the product offering definition. The product offering card is moved to the recommendation history.
   * To remove a recommendation from the side panel, select Dismiss.

     The product offering card is moved to the recommendation history.

   {#quote-get-product-offer__choices_xkx_nbn_ydc}  
   You can review the recommendation history by selecting the History ![]() icon in the Recommended products panel.
5. **Optional:** Continue reviewing the recommended offering cards and add or dismiss them as needed.
{#quote-get-product-offer__steps_sqm_4fp_xdc}
**Related concepts**   

* [Configuring product offering recommendations](https://www.servicenow.com/docs/vnNvd2nJ1jge5Fhw968RsQ "As a product catalog admin or manager, you can create product offering recommendations that agents can use to upsell or cross-sell additional products in quotes.")  
**Related tasks**   

* [Create a product offering recommendation](https://www.servicenow.com/docs/dn8jEejxwCtc9TiOmHUyew "Create product offering recommendations that can be used by your sales agents to upsell or cross-sell additional products in quotes.")

*[\>]: and then