--- title: Using Quote Management description: Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-mgmt-using.html release: australia topic_type: concept last_updated: "2026-08-04" reading_time_minutes: 7 breadcrumb: [Configure, price, quote apps, Use, Sales Customer Relationship Management] --- # Using Quote Management Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes. |Quote Management tab|Description| |--------------------|-----------| |Details tab|Add details of the quote, such as address and contact information.| |Catalog tab|Use product catalogs to add products to your quote.| |Line Items tab|Add quote line items to a quote.| |Tasks|Displays tasks associated with the quote \(approval or fulfillment tasks\) generated as part of the quoting workflow.| |Revisions tab|Create multiple versions of quotes.| |Customer Orders tab|Convert quotes to product order sales.| |Involved Parties|Add individuals or organizations associated with the quote beyond the primary contact, for example, approvers, stakeholders, or additional decision-makers.| |Contacts|Add contact records linked to the account/quote that are relevant to the deal.| |Pricing adjustment tab|Add manual pricing adjustments to products in a quote.| ## Building quotes Use these basic steps to create, build, and manage your quotes. |Step|Description| |----|-----------| |[Manage quotes using the Quote AI Agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/manage-quote-using-quote-ai-agent.md)|Create, modify, and review quotes using agentic workflow.| |[Create a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-quote.md)|Start a quote, then [add and view quote details.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-details-tab.md)| |[Add products to a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-catalog-tab.md)|Build your quote by adding products from the product catalogs.| |[Create a quote PDF document](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-create-pdf-document.md)|Sales agents can create a PDF document from a quote to send to customers.| |[View and update products in your quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-line-items-tab.md)-|Use the Line items tab to see and update products in your quote.| |[View and update manual pricing adjustments in quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-pricing-adjustments-tab.md)|Add pricing adjustments to quotes.| |[Get additional product offering recommendations for quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-get-product-offer.md)|Use product offering recommendations to find other products that you can upsell or cross-sell to your customers based on the line items in your quote.| |[Create quote versions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-revisions-tab.md)|Use the Revisions tab to create and view versions of a quote.| |[Convert quotes into orders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-customer-orders-tab.md)|Use the Customer Orders tab to convert quotes to orders.| Use ServiceNow Otto for CPQ to 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 the 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. - **[Manage quotes using the Quote AI Agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/manage-quote-using-quote-ai-agent.md)** Use the Quote AI Agent to create a quote, modify an existing quote, or review a quote that the agent generated automatically from a trigger condition. - **[Create a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-quote.md)** Create a quote in Quote Management to start the quote building process. - **[Add and view details of a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-details-tab.md)** Use the Details tab to add and view basic information for a quote. - **[Add products to a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-catalog-tab.md)** Use the Catalog tab in Quote Management to add products to your quote. - **[Using product offering recommendations in quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-prod-recommendations-quote.md)** As a sales agent, you can use recommended product offerings to upsell or cross-sell additional products in your quotes. - **[Add tasks to a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-tasks.md)** Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote. - **[Create quote versions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-revisions-tab.md)** Use the Revisions tab to create and view the versions of your quote. - **[Convert quotes into orders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-customer-orders-tab.md)** Use the Customer Order tab to convert a quote into a customer order in Quote Management. - **[Add pricing adjustment to a quote line item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-add-pricing-adjustment.md)** Add pricing adjustments to quote line items after the line item is created. - **[Add price ramps on a quote line item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/add-price-ramps-on-a-quote-line-item.md)** Add price ramps to quote line items to define incremental price changes for recurring product offerings. - **[Add a header discount to a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/add-header-discount-to-a-quote.md)** Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level. - **[Approving or rejecting quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/approving-or-rejecting-quotes.md)** Sales agents request approval for quotes, and approvers decide whether quotes can proceed under an advanced approval workflow. - **[Create an order from a quote line item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-create-order-quote-line.md)** You can create an order from all quote line items, or from a subset of top-level line items that you select. - **[Add subscription pricing to a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-add-subscription-pricing.md)** Add subscription pricing to a quote or quote line items including start and end dates in Quote Management. - **[Submit a quote for advanced approval](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/submit-a-quote-for-approval.md)** Submit a quote for advanced approval to route it to required approvers before sharing it with a customer. - **[Summarize a quote using quote summarization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/summarize-quote.md)** Summarize a quote to generate a consolidated report of a quote record to quickly understand the quote without manually reviewing multiple fields, line items, or related records. - **[Recall a quote approval request](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/recall-a-quote-approval-request.md)** Cancel a pending quote approval request to change a quote before resubmitting it for advanced approval. - **[Approve an approval request for a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/approve-a-quote-approval-request.md)** Review and approve or reject a quote advanced approval request that is routed to you as part of an advanced approval workflow. - **[View and update products using the line items tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-line-items-tab.md)** Use the line items tab to review and update products in your quote and to add additional line items. - **[View and update manual pricing adjustments in quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-pricing-adjustments-tab.md)** Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote. - **[Initiate a contract request](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-create-contract.md)** Initiate a contract request from the Quote Management application. - **[View an existing quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-viewing-a-quote.md)** View existing quotes to update the quote status or make other changes. - **[Export quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-export-quotes.md)** Export a list of all quotes in Quote Management and provide it to a customer. - **[Enable a sales agreement in a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-create-sales-agreement.md)** Agents can enable a sales agreement for a quote. Once enabled in Quote Management, sales agreements are generated that show the product and service lines and other relevant details for the quote. - **[Sync a quote with an opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/som-sync-quote-with-opportunity.md)** Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management. - **[Add covered products to a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/som-quote-add-covered-products.md)** Add a covered product to line items in a quote in Quote Management. - **[Filter catalogs by location in a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-using-product-location.md)** Use the location filter on the Catalog tab to filter products by location in Quote Management. - **[Copy locations for quote line items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgt-copy-quote-item-location.md)** Use the copy location function to change the location of multiple quote line items in Quote Management. - **[Create a quote PDF document](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-create-pdf-document.md)** In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures. - **[View a quote PDF document](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-view-a-quote-document.md)** Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF. - **[Use hierarchical list view for quote line items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-view-hierarchical-line-items.md)** Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items. - **[Consolidate quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/consolidate-quotes.md)** Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote. **Parent Topic:**[Using configure, price, quote applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-cpq.md)