---
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 Experience configuration for subscriptions

# Quote Experience configuration for subscriptions {#ariaid-title1}

Release version: Brazil  
Updated September 20, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Subscription workflows provide the data that Quote Experience uses to process amendments and renewals. A system-provided blueprint defines the fields and rules that Quote Experience uses to populate, represent, and validate the data.

The system-provided blueprint components work together to enable Quote Experience to process amendments and renewals accurately. Subscription workflows provide and assign the data, while Quote Experience uses the blueprint to populate the quote, apply business rules, and prevent invalid changes.

## Transaction fields {#sm-configuring-subscription-quote-experience__section_w2f_xkm_tkc}

Transaction fields define the information that Quote Experience uses to represent a subscription amendment or renewal. The fields include transaction header-level and line-level information.

Subscription workflows process the subscription data and pass it to Quote Experience, which uses the system-provided blueprint to populate transaction fields.

Line type and line action data add context to the transaction fields, indicating how the quote represents the change.

## Line type and line action {#sm-configuring-subscription-quote-experience__section_a3m_wlm_tkc}

Subscription workflows assign the line type and line action based on the amendment or renewal and pass these values to Quote Experience with the subscription data.

For configurable product offerings, the CPQ Configurator processes the changes by splitting lines and assigning line types and line actions. For more information about the CPQ Configurator, see [ServiceNow CPQ Configurator](https://www.servicenow.com/docs/Xm~ssB0fhY7Sx4_whjKWbg "The ServiceNow CPQ Configurator interface streamlines the process of configuring and pricing customizable products that are added to Sales Customer Relationship Management transactions.").

For non-configurable product offerings, Quote Experience uses the line type and line action values to represent the change on the quote and to support downstream workflows. For example, an upsell requiring additional quantity creates a split line. The workflow
sets the line type to Amend and the line action to Add for the additional quantity.

Line type and line action values identify the type of change and the action required for specific amendment and renewal use cases. The use cases include upsells, downsells, end date changes, product swaps, and standard and early
renewals.

## Business rules {#sm-configuring-subscription-quote-experience__section_ts3_tmm_tkc}

Business rules define how Quote Experience processes the data that subscription workflows provide. For example, a business rule clears the renewal adjustment type and value when the renewal basis is not set to Contracted Price.

Business rules work with the transaction fields, line type, and line action to support consistent and accurate quote processing and valid downstream workflows.

## Guardrails {#sm-configuring-subscription-quote-experience__section_h3y_snm_tkc}

Quote Experience applies guardrails to prevent changes that would make an amendment or renewal invalid. For example, a guardrail resets an upsell line quantity to `1` if it was set to less than
`1`. It also resets the line end date if it is earlier than the start date.

Guardrails work with the transaction fields, line type, line action, and business rules to maintain the validity of the quote.

## Quote Experience and subscription workflow integration {#sm-configuring-subscription-quote-experience__section_bfb_54m_tkc}

Subscription workflows process amendments and renewals for non-configurable product offerings, package the data, and assign the line type and line action for Quote Experience.

Quote Experience uses the system-provided blueprint to populate the transaction fields, and the line type and line action to represent the change and support downstream workflows.

Quote Experience applies business rules and guardrails to process the quote and prevent changes that would make the amendment or renewal invalid.

Together, subscription workflows and the Quote Experience blueprint provide the data, processing rules, and controls required to process the quote accurately and support downstream workflows.
**Related concepts**   

* [Subscription Management in Quote Experience](https://www.servicenow.com/docs/8f~d5hx68qEGu7eunFB8uw "Quote Experience integrates with existing subscription workflows to support the Subscription Management lifecycle.")