Quote Management release notes
The ServiceNow® Quote Management application enables your sales agents to generate and manage sales quotes for your customers. Quote Management was enhanced and updated in the Xanadu release.
Quote Management highlights for the Xanadu release
- Add covered products to a quote.
- Synchronize quote information with an opportunity to help ensure that the information is accurate and complete.
- Create sales agreements that contain configurable and bundled products and services.
- Add location-based product eligibility, which enables products to be filtered in the catalog based on location.
See Quote Management for more information.
Important:
Quote Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.
New in the Xanadu release
- Sales agreement in quotes include product bundles
- Add a sales agreement to a quote that contains configurable product bundles with the ability to choose from available child offers and optional characteristics.
- Location function filters products and creates line items
- Location-based quoting is a new feature where line items can be created for different service or installation locations and agents can copy line items from one location to another. Agents can also filter products in the catalog by location.
- Add covered products to a quote
- As an agent, add covered products to quote line items. Covered products include entitlements, service agreements, and warranties. Adding a covered product to a quote enables you to add start and end dates for the agreements.
- Synchronize a quote with an opportunity
- As an agent, synchronize quote information to an opportunity. As quote information changes, use this function to update the opportunity with information from the quote to keep records accurate.
Deprecations
The following table columns are deprecated from Quote Management.
| Table name | Column name |
|---|---|
| sn_quote_mgmt_core_quote_line_item | cumulative_monthly_recurring_price, cumulative_annual_recurring_price |
| sn_quote_mgmt_core_quote | total_monthly_recurring_price, total_annual_recurring_price, total_recurring_price |
Activation information
Install Quote Management by requesting it from the ServiceNow Store.