Get additional product offering recommendations for quotes

  • Release version: Zurich
  • Updated March 12, 2026
  • 1 minute to read

    • Get product offering recommendations to upsell or cross-sell additional products in quotes.

    Before you begin

    Your quote must have at least one or more line items and be in the draft state.

    Role required: sales_agent

    About this task

    When you're working on a draft quote and adding or updating products, product offering recommendations are displayed as recommendation cards in the contextual side panel of your workspace. These cards identify the products that you can upsell or cross-sell, to complement or supplement existing products in your quote. When you accept a product offering recommendation, the product is added as a line item to your quote.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All and select the quote that you want to work on.
    3. Select the Catalog or Line Items tab.
      If the quote doesn't have at least one line item, add a line item.

      The contextual side panel displays any relevant recommended products for the quote.

    4. Review the recommended product offering cards and do one of the following:
      • To accept a recommendation, change the quantity if needed and select Add in the card.

        The product is added as a line item to the quote. When a configurable product is added from the recommendations panel, quote line items are created with default selections configured as set in the product offering definition. The product offering card is moved to the recommendation history.

      • To remove a recommendation from the side panel, select Dismiss.

        The product offering card is moved to the recommendation history.

      You can review the recommendation history by selecting the History icon in the Recommended products panel.
    5. Optional: Continue reviewing the recommended offering cards and add or dismiss them as needed.