|
Washington DC
|
- **[Quote creation](https://www.servicenow.com/docs/access?context=create-new-quote&family=washingtondc&ft:locale=en-US)**
Build sales quotes, which are formal offers for products or services that a customer wants to buy. While building a quote, sales agents can configure product options and adjust pricing using the product configurator.
- **[Quote revisions](https://www.servicenow.com/docs/access?context=quote-management-revisions-tab&family=washingtondc&ft:locale=en-US)**
Generate and present multiple versions of a quote to reflect changes in customer requirements or preferences. Agents can review the revisions to track the quote history.
- **[Generating orders from quotes](https://www.servicenow.com/docs/access?context=quote-management-customer-orders-tab&family=washingtondc&ft:locale=en-US)**
Convert active quotes to product orders after customer approval.
- **[Using Quote Management](https://www.servicenow.com/docs/access?context=quote-mgmt-using&family=washingtondc&ft:locale=en-US)**
Add Quote and Opportunity related lists to a customer account table. For details, see the [Add Quote and Opportunity related lists to a customer account table \[KB1635146\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1635146).
- **[Cost book integration with Quote](https://www.servicenow.com/docs/access?context=quote-management&family=washingtondc&ft:locale=en-US)**
View unit cost and cost margin of a product offering in a quote. While creating a quote, sales agents can analyze and approve prices.
- **Pricing enhancements in a Quote**
Quickly fetch price related information for product offerings in a quote.
- **Support for Sold products in a Quote**
Use the reference to Sold Product while creating a quote for a Change order.
|
|
Xanadu
|
- **[Sales agreement in quotes include product bundles](https://www.servicenow.com/docs/access?context=sales-agreement-mgmt&family=xanadu&ft:locale=en-US)**
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](https://www.servicenow.com/docs/access?context=quote-using-product-location&family=xanadu&ft:locale=en-US)**
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](https://www.servicenow.com/docs/access?context=som-quote-add-covered-products&family=xanadu&ft:locale=en-US)**
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](https://www.servicenow.com/docs/access?context=som-sync-quote-with-opportunity&family=xanadu&ft:locale=en-US)**
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.
|
|
Yokohama
|
- **[Apply a sales agreement to a quote in Quote Management](https://www.servicenow.com/docs/access?context=quote-add-sales-agreement-quotes&family=yokohama&ft:locale=en-US)**
Create a new sales agreement or apply an existing sales agreements to a quote. When a sales agreement is enabled in a quote, the products and services added to the quote are also added to a sales agreement. When an existing sales agreement is added to a new quote, the catalog is filtered to show the products and options from the sales agreement, the price list is set to the agreement price list, and the sales agreement line is referenced on quote line.
- **[View price adjustment details for a quote line item](https://www.servicenow.com/docs/access?context=view-price-adjustment-details-for-quote-lines&family=yokohama&ft:locale=en-US)**
Agents gain visibility into the price adjustments that were applied to the base and list price of the product ordered. This provides sales agent the visibility of how the net price is determined.
- **[Quote PDF documents generation](https://www.servicenow.com/docs/access?context=quote-create-pdf-document&family=yokohama&ft:locale=en-US)**
Generate a quote PDF document. Quote PDF documents can have designated signers and be emailed to customers for signatures through Docusign. Customers can also create PDF templates that reflect customer branding and logos.
- **[Hierarchical quote line list view](https://www.servicenow.com/docs/access?context=quote-management-view-hierarchical-line-items&family=yokohama&ft:locale=en-US)**
View quote lines as a hierarchical list. Agents can then view parent and child relationships for quote line items.
- **[Product offer recommendations for quotes](https://www.servicenow.com/docs/access?context=quote-get-product-offer&family=yokohama&ft:locale=en-US)**
Enable your agents to get product offer recommendations that complement or supplement existing products within a quote.
|
|
Zurich
|
- **[Add pricing adjustment to a line item](https://www.servicenow.com/docs/access?context=quote-management-add-pricing-adjustment&family=zurich&ft:locale=en-US)**
Enables sales agents to quickly view, add, and edit manual price adjustments for quote line items directly from the list view, making it easier to manage both automatic and manual adjustments. The new experience streamlines the quoting process and allows adjustments to be applied to individual or multiple line items at once.
- **[Price and quantity ramps on quote line items](https://www.servicenow.com/docs/access?context=add-price-ramps-on-a-quote-line-item&family=zurich&ft:locale=en-US)**
Create price and quantity ramps for product offerings in quotes to define incremental price and quantity changes over time. Product offerings eligible for ramps have the Ramps enabled option and Recurring price method selected. Agents can define ramps in two ways:
1. Ramp the parent line item, which automatically applies ramps to all child line items.
2. Leave the parent unramped, allowing child product offerings to have ramps defined individually.
Agents can also make manual price adjustments per segment. When a quote with ramps is converted to an order, ramps become read-only.
- **[Quote header discount](https://www.servicenow.com/docs/access?context=add-header-discount-to-a-quote&family=zurich&ft:locale=en-US)**
Added a quote header discount feature that enables sales agents to apply a discount across multiple quote lines at once. This simplifies the quoting process and ensures consistent discount application, thereby improving overall sales efficiency and customer satisfaction.
- **[Subscription revenue metrics](https://www.servicenow.com/docs/access?context=som-subscription-pricing&family=zurich&ft:locale=en-US)**
Provides sales agents better visibility of the entire quote cost and profit with the addition of Cost and Margin calculations to the following levels:
- **Quote Header**: Total one-time cost, Total monthly cost, Total cost, Total one-time margin, Total monthly margin, Total margin amount, Total one-time margin %, Total monthly margin %, and Total margin %.
- **Quote Line**: One-time cost, Monthly recurring cost, Cumulative one-time cost, Cumulative monthly cost, Cumulative margin %, and Cumulative Net Cost.
The automated calculation rules introduced at Quote Header and Quote Line levels enable informed discounting decisions and help prevent unprofitable deals.
|
|
Australia
|
- **[Consolidate quotes](https://www.servicenow.com/docs/access?context=consolidate-quotes&family=australia&ft:locale=en-US)**
Maintain traceability from orders to all originating contract lines when creating orders from consolidated quotes. Additional calculated fields on order lines provide visibility into uplift values derived from consolidation rules.
- **[Add price ramps on a quote line item](https://www.servicenow.com/docs/access?context=add-price-ramps-on-a-quote-line-item&family=australia&ft:locale=en-US)**
Enable agents to create and manage custom ramp structures with flexible segment durations. Make ramp changes across the quote life cycle, including amendments and renewals, while maintaining pricing and quantity consistency across ramp segments.
- **[Quote approvals](https://www.servicenow.com/docs/access?context=explore-advanced-approval-for-sales&family=australia&ft:locale=en-US)**
Use the Advanced Approval Management to create approval workflows for end-to-end visibility and control of quote approvals.
- Track approval status, steps, sequencing, approvers, and comments in real time
- Manage quote states and edit permissions automatically as quotes move through Draft, In Review, Approved, and Rejected states
- Receive email notifications for approvers and requesters as approval actions are taken
- Configure approval conditions and sequencing across quotes, quote lines, and related entities using serial, parallel, or hybrid flows driven by business and compliance rules
- Preserve approval history across submissions and quote versions for a complete audit trail
- **[Customer entities on Quote](https://www.servicenow.com/docs/access?context=quote-detail-form-fields&family=australia&ft:locale=en-US)**
Capture the deal type \(Direct or Indirect deals\) and align it with different routes to market for consistency, compliance, and operational efficiency across systems and teams.
- **[Australia Patch 1](https://www.servicenow.com/docs/access?context=australia-patch-1&family=australia&ft:locale=en-US)[Summarize a quote using quote summarization with Now Assist](https://www.servicenow.com/docs/access?context=summarize-quote&family=australia&ft:locale=en-US)**
Generate a summary of a quote to:
- Summarize key quote components during early customer discussions or pre‑discovery.
- Provide an updated view of the quote after revisions, without requiring review of multiple records.
- Provide a single, consolidated snapshot of all actions, tasks, and notes derived from a quote in one place.
- Highlight custom pricing, discounts, and negotiated changes made during the quoting process.
- Review the quote prior to sending it to the customer to confirm accuracy and completeness.
- Support internal handoffs by summarizing the quoted offer for internal teams.
|