Using 1Quote experience with Transaction Manager

  • Release version: Australia
  • Updated May 7, 2026
  • 2 minutes to read
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    Summary of Using 1Quote experience with Transaction Manager

    The 1Quote experience with Transaction Manager allows sales representatives and quote writers to create, manage, and process quotes directly within the Sales CRM workspace. This embedded quoting tool streamlines the sales cycle by enabling users to create quotes from opportunities, add and configure products, apply pricing, manage approvals, and convert quotes into orders—all without leaving the Sales CRM environment.

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    Key Features

    • Create quotes from opportunities: Initiate the quoting process by creating a quote linked to an open opportunity.
    • Quote header management: Enter and review critical quote information such as effective date, currency, and customer details.
    • Product addition: Add standard or configurable products using the embedded ServiceNow catalog and Configurator.
    • Quote line management: Perform actions like copying, deleting, reconfiguring, and repricing individual quote lines within the lines grid.
    • Pricing application: Calculate or refresh prices across all lines, including adjusting discounts and markups on specific lines.
    • Approval workflow integration: Submit quotes for approval through configured workflows before order creation.
    • Order creation: Convert approved and completed quotes into orders within Order Management.
    • Quote synchronization: Sync quote lines back to the opportunity and mark a quote as primary to maintain alignment between records.
    • Quote document generation: Generate and access PDF documents of quotes inline for sharing and record-keeping.

    Access and Usage Considerations

    • Access is controlled by personas assigned via the Transaction Manager administration interface, determining user permissions on quotes.
    • Quotes can only be created from opportunities, and the experience is exclusively available within the Sales CRM workspace.
    • Only one quote per opportunity can be designated as the primary quote at a time, with syncing behavior updating this designation accordingly.

    Configuration and Integration

    • Opportunity-to-quote field mapping: Configure automatic population of quote header fields based on opportunity data.
    • Pricing integration: Define pricing data sources for quote creation and repricing within Transaction Manager.
    • Create order integration: Enable seamless order creation from completed quotes into Order Management.
    • Quote document generation setup: Configure events to produce formatted PDF quote documents.
    • Opportunity-quote synchronization: Set up syncing rules to keep primary quotes and opportunities aligned.
    • Quote approval workflows: Establish review and approval processes that must be completed before order creation.

    Create and manage quotes in the Sales CRM workspace using the embedded Transaction Manager quoting experience.

    Sales representatives and quote writers use the Sales CRM with Transaction Manager quoting experience to create quotes from opportunities, add products, apply pricing, and move quotes through their lifecycle to order creation. The quoting experience opens directly within the Sales CRM workspace — no separate application or tab is required.

    As a user, you can perform the following operations on the quote:
    1. Create a quote from an opportunity — Open an opportunity in the Sales CRM workspace and create a new quote to start the quoting process.
    2. Fill in the quote header — Enter or review the key details of the quote, such as effective date, currency, and customer information.
    3. Add products to a quote — Use the embedded ServiceNow catalog to add standard products or launch the Configurator for configurable products.
    4. Manage quote line actions — Copy, delete, reconfigure, or reprice individual lines in the quote lines grid.
    5. Apply pricing to a quote — Calculate or refresh pricing across all lines, or adjust discounts and markups on individual lines.
    6. Submit a quote for approval — Send the completed quote through the configured approval workflow before creating an order.
    7. Create an order from a quote — Generate an order in Order Management from an approved and completed quote.

    The following tasks are available at any point during the quoting process.

    Roles and access

    Access to the quoting experience is controlled by personas configured in the Transaction Manager administration interface. Your administrator assigns you a persona that determines which fields, actions, and lifecycle stages are available to you on a quote. For a description of the personas used in the quoting experience, see Transaction Manager: Personas.

    Access considerations

    Note the following access constraints in the current release.

    • Quotes can only be created from an opportunity. Direct quote creation outside of an opportunity is not supported.
    • The quoting experience is available in the Sales CRM workspace only. It is not available from the standard ServiceNow platform list or form views.
    • Only one quote per opportunity can be designated as the primary quote at a time. Enabling sync on a new quote removes the primary designation from the previous primary quote.