Add and view details of a quote

---
title: Add and view details of a quote
description: Use the Details tab to add and view basic information for a quote.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-management-details-tab.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Add and view details of a quote

Use the Details tab to add and view basic information for a quote.

## Before you begin

Role required: sales\_agent

## About this task

Use the Details tab to add more information about your quote, such as addresses and contacts. You can also indicate whether the quote is active and set the quote state.

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Quotes** > **All** and select your quote.

3.  Fill in the information on the Details tab.

    For more information, see [Quote details forms](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-detail-form-fields.md).

4.  Select **Save**.


## What to do next

[Add products to a quote](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-catalog-tab.md).

**Parent Topic:**[Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgmt-using.md)