--- 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 --- # ServiceNow Quote Experience # Configuring ServiceNow Quote Experience {#ariaid-title1} Release version: Brazil Updated May 7, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Configuration tasks and sequence for setting up the ServiceNow® Quote Experience with Quote Experience for your organization. ## Quote Experience {#sales-crm-tm-quoting-configure__transaction-manager-overview} Using ServiceNow Quote Experience, administrators can: * Control the quote layout and behavior for your users. The fields they see, how pricing is calculated, which approvals are required, and what actions are available at each stage of the quote lifecycle. * Access and configure stages, associated fields, related rules, rule groups, events, layouts, views, and personas. * Define the sales workflow stages your organization needs and define the conditions that must be true before a transaction can enter each stage. * Identify the transaction-level (header) fields and transaction line-level fields to capture on each quote. {#sales-crm-tm-quoting-configure__ul_bf2_dkw_tjc} ## Configuration overview {#sales-crm-tm-quoting-configure__configuration-overview} Complete the following tasks to configure the quoting experience for your users considering the organization and implementation requirements. * [Quote transaction stages](https://www.servicenow.com/docs/waZG4eE~CToBPk5VgzHQCw "Stages represent phases in the quoting process. Each stage can have entry criteria, rule group associations, and stage-specific layout behavior in ServiceNow CPQ.") --- Stages structure the quoting process into discrete phases. Each stage can have entry criteria, rule group associations, and stage-specific layout behavior including idle timeout and behavior on open. * [Quote transaction fields](https://www.servicenow.com/docs/gAeajLHsjsDaVaaAERRqFA "ServiceNow Quote Experience supports five field types at two levels —transaction (header) and transaction line —enabling administrators to capture all required quote data in ServiceNow CPQ.") --- Fields store data on a quote at the transaction (header) level and the transaction line level. Quote Experience supports five field types: Text, Number, Boolean, Picklist, and Date/Time. * [Quote transaction rules and rule groupings](https://www.servicenow.com/docs/L6KDsqXzm4ziUbA4LEMppw "Rules in ServiceNow Quote Experience evaluate conditions and perform actions on quote fields and layouts. Rule groupings bundle rules together to run at stages and events in ServiceNow CPQ.") --- Rules evaluate conditions and perform actions such as hiding fields, displaying messages, filtering picklist values, and setting or clearing field values. Rule groupings bundle rules together for assignment to stages and events. * [Quote transaction events](https://www.servicenow.com/docs/B5c9PYRDLi6z51n3lSKNwQ "Events trigger rule groups, integrations, repricing, and stage transitions on a quote. ServiceNow Quote Experience provides system events and supports custom events in ServiceNow CPQ.") --- Events are buttons or API triggers that run rule groups, call integrations, and drive stage transitions. Quote Experience provides system events for common operations and supports custom events for business-specific actions. * [Quote transaction layouts](https://www.servicenow.com/docs/aqpxQxk6u2bSWbku7FolJQ "Layouts define the quote user interface in ServiceNow Quote Experience, controlling which fields, events, and UI effects are visible and how the quote is organized for users in ServiceNow CPQ.") --- Layouts define the quote user interface, controlling which fields, events, and UI effects appear and how the quote is organized into tiers, columnsets, and a line item grid. * [Quote transaction views](https://www.servicenow.com/docs/u1RVThjUO5MUti2wYu6Ijw "Views control how users with specific personas can view and modify fields and events at each stage of a quote in ServiceNow CPQ.") --- Views control field and event access permissions for each persona at each stage. A view defines which fields are editable, read-only, or hidden, and which events are active or unavailable. * [Quote transaction personas](https://www.servicenow.com/docs/9w5K~Xxd2M486rXDIRuHkg "Personas define distinct user types in the quoting experience, controlling what users can view and edit on a quote at each stage in ServiceNow CPQ.") --- Personas represent distinct user types in the quoting experience. Each persona is assigned to a view that defines its permissions at each stage of the quote lifecycle. * [Quote transaction integrations](https://www.servicenow.com/docs/mN4oL42WKrCuXlX~IZHaog "Integrations connect ServiceNow Quote Experience to external data sources, enabling the exchange of data between quotes and third-party systems such as Salesforce in ServiceNow CPQ.") --- Integrations connect Quote Experience to external data sources, enabling bidirectional data exchange between quotes and third-party systems using HTTP methods, connections, and transformation templates. * [Enable pricing in the ServiceNow Quote Experience](https://www.servicenow.com/docs/JFnTAJhl8Oa10UBaX68H2w "Enable pricing in ServiceNow Quote Experience to integrate natively with Sales CRM Pricing Management.") --- Pricing calculates quote and line prices through an integrated pricing service, supporting manual and automatic repricing, manual and automatic price adjustments, and derived pricing. For setup steps, see [Enable pricing in the ServiceNow Quote Experience](https://www.servicenow.com/docs/JFnTAJhl8Oa10UBaX68H2w "Enable pricing in ServiceNow Quote Experience to integrate natively with Sales CRM Pricing Management."). * [Advanced product filtering](https://www.servicenow.com/docs/2vTM7KJwq3CbAmRg4Hflug "Advanced product filtering dynamically controls which products appear in the quote catalog based on admin-defined business rules and transaction context in ServiceNow CPQ.") --- Advanced product filtering dynamically controls which products appear in the quote catalog based on admin-defined rules and transaction context. Requires the `enableCatalogFilter` tenant setting. * [Quote Experience metrics API](https://www.servicenow.com/docs/IV22zWxa7QJh7JhMIMZkdg "Reference for the Quote Experience metrics API, including query parameters, default behavior, and metric definitions for views, session time, and stage time in ServiceNow CPQ.") --- The metrics API retrieves usage analytics including views by user, session time, and time spent in each stage, with configurable date ranges defaulting to the last 30 days. {#sales-crm-tm-quoting-configure__ul_cf2_dkw_tjc} **Related concepts** * [ServiceNow Quote Experience](https://www.servicenow.com/docs/H2eS6pos3TLzDylTxc1k3g "The ServiceNow 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.") * [Configuring Advanced Approval Management](https://www.servicenow.com/docs/JhpTraWeSklccb7hY4U20g "Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.") * [Quote Management reference](https://www.servicenow.com/docs/HL22ucGHaeRSr~dqJ6~HZw "Reference topics provide additional information about the Quote Management application.") * [Using Quote Management](https://www.servicenow.com/docs/c3xe81cHe3ZrDwPK~JiygA "Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes.") **Related reference** * [Components installed with Advanced Approval Management](https://www.servicenow.com/docs/iRegWe7k5xlpu77dlccqDg "Several types of components are installed with activation of the Advanced Approval Management plugin, including tables, scheduled jobs, and user roles.")