Add pricing adjustment to a quote line item

task australia Updated Sep 10, 2026 1 min read quote-management-add-pricing-adjustment.md
Raw file servicenow.com

Add pricing adjustments to quote line items after the line item is created.

Before you begin

Role required: sales_agent

About this task

You can make the following types of pricing adjustments for quote line items as a way to incentivize customers during the quote process.

Adjustment type Description
Markdown % Percentage for a markdown in price.
Markdown amount A dollar amount of a markdown in price.
Markup % Percentage for the markup in price.
Markup amount A dollar amount for a markup in price.
Price Override Overrides the product price with a new price.

Procedure

  1. In the CRM Workspace, select the List view.

  2. Select Quotes > All.

  3. In the Line items tab, select the quote line item for a pricing adjustment.

  4. In the adjustment dialog, use the Adjustment type menu to select an adjustment type.

  5. Enter an adjustment value in the Adjustment value.

  6. Add a description of the price adjustment.

  7. Select Save.

Parent Topic:Using Quote Management

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