Using Quote Management

---
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: "2026-09-10"
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)