---
sourceDocument: Zurich Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/order-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# View an existing quote

# View an existing quote {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

View existing quotes to update the quote status or make other changes.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Select QuotesAll.  
   * All Quote- shows all the quotes in the instance.
   * My Quotes- shows your quotes.
   * My Teams Quote- shows the team quotes.
   {#quote-management-viewing-a-quote__ul_amt_4y3_11c}
3. Select the quote that you're working with.
4. Make updates to the quote as needed.
5. Select Save.

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