Add and view details of a quote

  • Release version: Australia
  • Updated March 12, 2026
  • 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 CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All and select your quote.
    3. Fill in the information on the Details tab.
      For more information, see Quote details forms.
    4. Select Save.

    What to do next

    Add products to a quote.