---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add and view details

# Add and view details of a quote {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Details tab to add and view basic information for a quote.

## Before you begin

Role required: sales_agent

## About this task

Use the Details tab to add more information about your quote, such as addresses and contacts. You can also indicate whether the quote is active and set the quote state.

## Procedure

1. In the CRM Workspace, select the List view.
2. Navigate to QuotesAll and select your quote.
3. Fill in the information on the Details tab.  
   For more information, see [Quote details forms](https://www.servicenow.com/docs/R9RYX6PWh5LYOUayaS2QQg "Use Quote details forms to capture, view, and manage all key information about a quote.").
4. Select Save.

## What to do next

[Add products to a quote](https://www.servicenow.com/docs/WxSQZijH6raOO5Indbo2Mw "Use the Catalog tab in Quote Management to add products to your quote.").

*[\>]: and then