--- 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 --- # Quote Management # Using Quote Management {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes. {#quote-mgmt-using__table_vjn_qzg_zzb__entry__2} | Quote Management tab | Description | |-|-| | Details tab | Add details of the quote, such as address and contact information. | | Catalog tab | Use product catalogs to add products to your quote. | | Line Items tab | Add quote line items to a quote. | | Tasks | Displays tasks associated with the quote (approval or fulfillment tasks) generated as part of the quoting workflow. | | Revisions tab | Create multiple versions of quotes. | | Customer Orders tab | Convert quotes to product order sales. | | Involved Parties | Add individuals or organizations associated with the quote beyond the primary contact, for example, approvers, stakeholders, or additional decision-makers. | | Contacts | Add contact records linked to the account/quote that are relevant to the deal. | | Pricing adjustment tab | Add manual pricing adjustments to products in a quote. | [Table 1. Quote Management tabs] {#quote-mgmt-using__table_vjn_qzg_zzb} ## Building quotes {#quote-mgmt-using__section_ngt_tml_11c} Use these basic steps to create, build, and manage your quotes. {#quote-mgmt-using__table_wvd_pnl_11c__entry__2} | Step | Description | |-|-| | [Manage quotes using the Quote AI Agent](https://www.servicenow.com/docs/X1JszRB4OVGsDL~1imTZSA "Use the Quote AI Agent to create a quote, modify an existing quote, or review a quote that the agent generated automatically from a trigger condition.") | Create, modify, and review quotes using agentic workflow. | | [Create a quote](https://www.servicenow.com/docs/SG9bQ5Kj~kZdC4RWNANyvA "Create a quote in Quote Management to start the quote building process.") | Start a quote, then [add and view quote details.](https://www.servicenow.com/docs/0rHrGo0uSmeShGN8rCArfw "Use the Details tab to add and view basic information for a quote.") | | [Add products to a quote](https://www.servicenow.com/docs/WxSQZijH6raOO5Indbo2Mw "Use the Catalog tab in Quote Management to add products to your quote.") | Build your quote by adding products from the product catalogs. | | [Create a quote PDF document](https://www.servicenow.com/docs/GwoM1y6UYZc2_jFPBQTiQQ "In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures.") | Sales agents can create a PDF document from a quote to send to customers. | | [View and update products in your quote](https://www.servicenow.com/docs/xfIbCCozXRtSg1bzrwaztw "Use the line items tab to review and update products in your quote and to add additional line items.")- | Use the Line items tab to see and update products in your quote. | | [View and update manual pricing adjustments in quotes](https://www.servicenow.com/docs/R6Vz_EO3AHgOP6s4642igA "Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote.") | Add pricing adjustments to quotes. | | [Get additional product offering recommendations for quotes](https://www.servicenow.com/docs/TJ6ZVJR~Xfxp4DmLVwCWCg "Get product offering recommendations to upsell or cross-sell additional products in quotes.") | Use product offering recommendations to find other products that you can upsell or cross-sell to your customers based on the line items in your quote. | | [Create quote versions](https://www.servicenow.com/docs/9phoo2IkH5rxbwH0WF4_sg "Use the Revisions tab to create and view the versions of your quote.") | Use the Revisions tab to create and view versions of a quote. | | [Convert quotes into orders](https://www.servicenow.com/docs/4SRK1NFjK5BthaKv1Xe0IQ "Use the Customer Order tab to convert a quote into a customer order in Quote Management.") | Use the Customer Orders tab to convert quotes to orders. | [Table 2. Building and managing quotes] {#quote-mgmt-using__table_wvd_pnl_11c} Use ServiceNow Otto for CPQ to generate a summary of a quote to: * Summarize key quote components during early customer discussions or pre‑discovery. * Provide an updated view of the quote after revisions, without requiring the review of multiple records. * Provide a single, consolidated snapshot of all actions, tasks, and notes derived from a quote in one place. * Highlight custom pricing, discounts, and negotiated changes made during the quoting process. * Review the quote prior to sending it to the customer to confirm accuracy and completeness. * Support internal handoffs by summarizing the quoted offer for internal teams. {#quote-mgmt-using__ul_j45_kjc_dkc} * **[Manage quotes using the Quote AI Agent](https://www.servicenow.com/docs/X1JszRB4OVGsDL~1imTZSA)** Use the Quote AI Agent to create a quote, modify an existing quote, or review a quote that the agent generated automatically from a trigger condition. * **[Create a quote](https://www.servicenow.com/docs/SG9bQ5Kj~kZdC4RWNANyvA)** Create a quote in Quote Management to start the quote building process. * **[Add and view details of a quote](https://www.servicenow.com/docs/0rHrGo0uSmeShGN8rCArfw)** Use the Details tab to add and view basic information for a quote. * **[Add products to a quote](https://www.servicenow.com/docs/WxSQZijH6raOO5Indbo2Mw)** Use the Catalog tab in Quote Management to add products to your quote. * **[Using product offering recommendations in quotes](https://www.servicenow.com/docs/C2Kt0ZntKBxEz1vk0lSN1A)** As a sales agent, you can use recommended product offerings to upsell or cross-sell additional products in your quotes. * **[Add tasks to a quote](https://www.servicenow.com/docs/2CA2TYlfTSmzzF9PY~HRnQ)** Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote. * **[Create quote versions](https://www.servicenow.com/docs/9phoo2IkH5rxbwH0WF4_sg)** Use the Revisions tab to create and view the versions of your quote. * **[Convert quotes into orders](https://www.servicenow.com/docs/4SRK1NFjK5BthaKv1Xe0IQ)** Use the Customer Order tab to convert a quote into a customer order in Quote Management. * **[Add pricing adjustment to a quote line item](https://www.servicenow.com/docs/1p2RWBupxyYS4lPunsk3VA)** Add pricing adjustments to quote line items after the line item is created. * **[Add price ramps on a quote line item](https://www.servicenow.com/docs/hpl4RxhPIqX4PvSTwF8mlg)** Add price ramps to quote line items to define incremental price changes for recurring product offerings. * **[Add a header discount to a quote](https://www.servicenow.com/docs/UgiHrFrTjAWaEkg24j5h5w)** Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level. * **[Approving or rejecting quotes](https://www.servicenow.com/docs/yLvZxruB8l1c5HTaquTx7w)** Sales agents request approval for quotes, and approvers decide whether quotes can proceed under an advanced approval workflow. * **[Create an order from a quote line item](https://www.servicenow.com/docs/rSDRzmqLtW4bPeUyjgwFpQ)** You can create an order from all quote line items, or from a subset of top-level line items that you select. * **[Add subscription pricing to a quote](https://www.servicenow.com/docs/dfudOiCv6C98oknk~6EKuA)** Add subscription pricing to a quote or quote line items including start and end dates in Quote Management. * **[Submit a quote for advanced approval](https://www.servicenow.com/docs/cZXJ4nnwT_o~~Z3~KA3ycA)** Submit a quote for advanced approval to route it to required approvers before sharing it with a customer. * **[Summarize a quote using quote summarization](https://www.servicenow.com/docs/1C74Xk9LnWfoxUyaEIc2KQ)** Summarize a quote to generate a consolidated report of a quote record to quickly understand the quote without manually reviewing multiple fields, line items, or related records. * **[Recall a quote approval request](https://www.servicenow.com/docs/VzxPz4RGe_QAuyXMZgDN~A)** Cancel a pending quote approval request to change a quote before resubmitting it for advanced approval. * **[Approve an approval request for a quote](https://www.servicenow.com/docs/oVvZM3cGLpgS2yLkYopdRA)** Review and approve or reject a quote advanced approval request that is routed to you as part of an advanced approval workflow. * **[View and update products using the line items tab](https://www.servicenow.com/docs/xfIbCCozXRtSg1bzrwaztw)** Use the line items tab to review and update products in your quote and to add additional line items. * **[View and update manual pricing adjustments in quotes](https://www.servicenow.com/docs/R6Vz_EO3AHgOP6s4642igA)** Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote. * **[Initiate a contract request](https://www.servicenow.com/docs/~yopbBTHnrlE2Ir06o1LMw)** Initiate a contract request from the Quote Management application. * **[View an existing quote](https://www.servicenow.com/docs/iKwYtwYw885OQuo9z7M2NA)** View existing quotes to update the quote status or make other changes. * **[Export quotes](https://www.servicenow.com/docs/xNEH4FPKDmFSfs_~kUH~PQ)** Export a list of all quotes in Quote Management and provide it to a customer. * **[Enable a sales agreement in a quote](https://www.servicenow.com/docs/BYX5~h2RNqhzOT6TQ~_2zQ)** Agents can enable a sales agreement for a quote. Once enabled in Quote Management, sales agreements are generated that show the product and service lines and other relevant details for the quote. * **[Sync a quote with an opportunity](https://www.servicenow.com/docs/96SjAOeudqWK5O3GzVZnPg)** Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management. * **[Add covered products to a quote](https://www.servicenow.com/docs/a~B2L7oHfTwepK9Q7cEvPQ)** Add a covered product to line items in a quote in Quote Management. * **[Filter catalogs by location in a quote](https://www.servicenow.com/docs/yWpJj1gIBFQc67Pnef_h3Q)** Use the location filter on the Catalog tab to filter products by location in Quote Management. * **[Copy locations for quote line items](https://www.servicenow.com/docs/I2b4XIbM5lY2kRS7QcDeBQ)** Use the copy location function to change the location of multiple quote line items in Quote Management. * **[Create a quote PDF document](https://www.servicenow.com/docs/GwoM1y6UYZc2_jFPBQTiQQ)** In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures. * **[View a quote PDF document](https://www.servicenow.com/docs/abZhs~SZGEH3XYUkFYoCNw)** Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF. * **[Use hierarchical list view for quote line items](https://www.servicenow.com/docs/XL4Sd~uC1uVTs3jXYvtDtQ)** Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items. * **[Consolidate quotes](https://www.servicenow.com/docs/RqRIv6LyyfZmF3oUkEzi9g)** Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote.