Create a configurable pricing plan
Create a configurable pricing plan by copying the default pricing plan provided in Pricing Management.
Before you begin
Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager
Procedure
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In the CRM Workspace, select the List view.
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Navigate to Pricing > Pricing Plans.
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Select the default pricing plan and select Copy.
The copy of the default pricing plan opens in a new tab in the Draft state.
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Provide the pricing plan details:
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Enter the Name of the pricing plan.
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If you want price adjustments to be applied after price overrides, select the Apply adjustments after price override option.
If you select this option, after the system applies a price override, any remaining pricing steps are run. If you don't select this option, any pricing steps scheduled after the price override is applied are not run.
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Enter a new Description for the custom pricing plan.
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Select Save.
The configurable pricing plan is created with the Name that you provided.
What to do next
---
title: Create a configurable pricing plan
description: Create a configurable pricing plan by copying the default pricing plan provided in Pricing Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-custom-pricing-plan.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configurable pricing plans, Product pricing, Configure, price, quote apps, Configure, Sales Customer Relationship Management]
---
# Create a configurable pricing plan
Create a configurable pricing plan by copying the default pricing plan provided in Pricing Management.
## Before you begin
Role required: sn\_csm\_pricing\_pricelist\_administrator, sn\_csm\_pricing\_pricelist\_manager
## Procedure
1. In the CRM Workspace, select the **List** view.
2. Navigate to **Pricing** > **Pricing Plans**.
3. Select the default pricing plan and select **Copy**.
The copy of the default pricing plan opens in a new tab in the Draft state.
4. Provide the pricing plan details:
1. Enter the **Name** of the pricing plan.
2. If you want price adjustments to be applied after price overrides, select the **Apply adjustments after price override** option.
If you select this option, after the system applies a price override, any remaining pricing steps are run. If you don't select this option, any pricing steps scheduled after the price override is applied are not run.
3. Enter a new **Description** for the custom pricing plan.
5. Select **Save**.
The configurable pricing plan is created with the **Name** that you provided.
## What to do next
[Add or change a pricing plan step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/add-pricing-step.md).
| title | Create a configurable pricing plan |
| description | Create a configurable pricing plan by copying the default pricing plan provided in Pricing Management. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/create-custom-pricing-plan.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configurable pricing plansProduct pricingConfigurepricequote appsConfigureSales Customer Relationship Management |