--- 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 --- # ServiceNow Quote Experience # ServiceNow Quote Experience {#ariaid-title1} Release version: Australia Updated May 5, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of ServiceNow Quote Experience ServiceNow Quote Experience, part of the CPQ solution, offers a unified, modern quoting platform designed to streamline the creation, pricing, approval, and completion of quotes. It supports both simple and complex quoting needs through a configurable workspace integrated directly into CRM opportunity workflows. This solution ensures consistent governance and workflow management for sales teams regardless of their operating environment. Show full answer Show less ## Key Features * **Quote Management:** Create and manage quotes within your CRM, adding products via an embedded product configurator that supports complex product structures and dependencies. * **Pricing and Repricing:** Quotes are priced through an integrated pricing service that enables both manual and automatic repricing. Pricing fields update automatically, and manual adjustments such as discounts and overrides take precedence over automated rule-driven pricing. * **Approval Workflows:** Configure and route quotes through approval workflows to maintain governance and compliance. * **Lifecycle Tracking:** Monitor the quote process from creation through to completion, including generating customer-ready quote documents. * **Composable Architecture:** The modular design allows embedding the Quote Experience into ServiceNow Sales CRM, other CRM systems, partner portals, or custom sales applications without full reimplementation. * **Configuration Experience:** The product configurator is integrated within the quoting workflow to facilitate seamless product selection and configuration. * **Flexible Deployment:** Supports cloud-first implementations as well as tailored setups for on-premises or regulated environments, ensuring alignment with organizational controls and compliance requirements. ## Practical Benefits for ServiceNow Customers * Enables sales teams to efficiently generate accurate, compliant quotes from within their existing CRM workflows. * Supports complex pricing scenarios with automated and manual adjustments, improving pricing accuracy and speed. * Provides consistent governance and lifecycle tracking, reducing errors and improving sales process transparency. * Flexible integration options allow embedding the quoting experience into various platforms, preserving existing investments and minimizing disruption. * Facilitates compliance with regulatory and organizational policies through configurable approval workflows and deployment models. CPQ provides a unified Quote Experience for creating, pricing, approving, and completing quotes. An integrated pricing service prices quotes manually or automatically, and consistent workflows and governance apply wherever your sales teams operate. ## Quote Experience {#quoting-experiences-overview__quote-experience} The Quote Experience is a single, modern quoting solution that supports both simple and complex quoting needs. It provides a configurable workspace for managing quotes, including products, pricing, approvals, and lifecycle progression. Key capabilities include: * Create and manage quotes directly from your CRM opportunity workflow. * Add products using the product configurator. * Apply flexible pricing, including discounts, markups, and overrides. * Reprice quotes manually or automatically through an integrated pricing service. * Route quotes through configurable approval workflows. * Track the quote lifecycle from creation through completion. * Generate customer-ready quote documents. {#quoting-experiences-overview__ul_quote_capabilities} ## Composable architecture {#quoting-experiences-overview__composable-architecture} The Quote Experience is modular and can be embedded into your existing CRM or customer experience platform without requiring a full reimplementation. This flexibility enables you to: * Use the quote experience within ServiceNow Sales CRM or another CRM. * Embed the quote experience in partner portals or custom sales applications. * Integrate with external pricing, order management, and document systems. {#quoting-experiences-overview__ul_composable} ## Configuration experience {#quoting-experiences-overview__configuration-experience} The product configurator lets users select and configure products directly within the Quote Experience. It supports complex product structures, dependencies, and pricing inputs while remaining embedded in the quoting workflow. ## Implementation considerations {#quoting-experiences-overview__implementation-considerations} CPQ supports a range of deployment models and regulatory requirements: * Deploy cloud-first implementations for modern, composable quoting experiences. * Support tailored implementations for on-premises or federally regulated environments. * Configure the solution to align with organizational controls, compliance requirements, and integration constraints. {#quoting-experiences-overview__ul_implementation} ## Pricing and repricing {#quoting-experiences-overview__pricing-and-repricing} The Quote Experience prices quotes through an integrated pricing service. When pricing is enabled for a deployment, quote and line pricing fields are populated automatically, and the quote can be repriced on demand or in response to changes. Manual and automatic repricing : Reprice a quote explicitly with the Reprice action, or let repricing run automatically when a pricing-affecting change occurs, such as adding or reconfiguring a product. Pricing state : Each quote and line tracks whether its pricing is current. When a pricing-affecting field changes, the quote or line is marked as needing a reprice until a successful pricing call completes. Manual and automatic adjustments : Sales representatives can apply manual discounts, markdowns, or price overrides, and the pricing service can apply rule-driven adjustments such as volume tiers and promotions. A manual adjustment takes precedence over an automatic adjustment on the same line or header. {#quoting-experiences-overview__dl_pricing_capabilities} For a conceptual overview of how the pricing service integrates with the Quote Experience, including pricing states and repricing, see [Pricing in the ServiceNow Quote Experience](https://www.servicenow.com/docs/OmmSStDGOJudZC6aEk73AQ "The Quote Experience prices quotes through an integrated pricing service. Pricing runs when you reprice a quote or when a change affects pricing, and it applies both rep-entered and rule-driven adjustments."). Administrators configure the pricing connection and repricing behavior as part of setting up the quoting experience. For more information, see [Configuring ServiceNow Quote Experience](https://www.servicenow.com/docs/t08lgMDCkLbe88KBmLuz2g "Configuration tasks and sequence for setting up the ServiceNow Quote Experience with Quote Experience for your organization."). ## Supported use cases for the CPQ {#quoting-experiences-overview__when-to-use} Use the Quote Experience when you need a scalable, configurable quote solution that: * Supports both simple and complex sales processes * Integrates with your existing systems * Provides consistent governance across the quote lifecycle {#quoting-experiences-overview__ul_lq1_dxc_hkc} **Related concepts** * [Configuring ServiceNow Quote Experience](https://www.servicenow.com/docs/t08lgMDCkLbe88KBmLuz2g "Configuration tasks and sequence for setting up the ServiceNow Quote Experience with Quote Experience for your organization.")