Quote transaction stages
Stages represent phases in the quoting process. Each stage can have entry criteria, rule group associations, and stage-specific layout behavior in ServiceNow CPQ.
Stages structure the quoting process into discrete phases. A typical implementation uses stages such as Draft, Pending Approval, Approved, Contracted, and Ordered, but administrators can add or remove stages to match their organization's selling process. A transaction is in one stage at a time.
Stage ordering
Administrators can change the order in which stages are evaluated. In the stages list, select a stage and select the chevron icon to access reordering controls. Use the < and > buttons to move the stage in the sequence. The + button creates a new stage at the selected position in the sequence.
Transitions between stages
Transitions represent structured movement from one stage to the next. A transaction cannot automatically transition between stages without an event — such as a Submit for Approval or Revise button — that explicitly triggers the transition. Stage transitions can also be defined for when a new transaction is created or edited.
Entry criteria
Entry criteria are conditions that must be met before a transaction can advance to a stage. When an event transition is set to forward, ServiceNow CPQ evaluates the entry criteria of each succeeding stage until a stage's criteria are met. If no stage meets the criteria, no transition occurs. When an event transition is set to backward, the transaction moves to the stage defined by the administrator without checking entry criteria. The first stage in a process has no entry criteria.
For example, a transaction might transition to the pending approval stage, or, if approval is not required, it might bypass pending approval and move directly to the approved stage. This is configured using entry criteria on the pending approval stage.
Stages and rule groupings
Rule groupings are associated with stages. They execute when the stage is transitioned to and when users update fields or run events while in the stage. For more information about rule groupings, see Quote transaction rules and rule groupings.
Stages and views
Stages enable administrators to assign distinct permissions to determine how personas view and interact with field data at each stage. For more information about defining views for stages, see Quote transaction views.
Behavior on open transaction
The Behavior on Open Transaction stage setting determines which event actions run when a user opens a transaction in that stage. Administrators can configure the Refresh Product Data toggle to refresh product data when the transaction opens, and can add one or more rule groupings or integrations to run on open.
Behavior on idle timeout
The Behavior on Idle Timeout stage setting defines an event that triggers after a user remains inactive for a specified period. Administrators can define one such event per stage. If the event fails on its first execution, it is not retried or requeued. Supported action types are rule groups, integrations, and reprice (if enabled).
Note the following guidelines when configuring idle timeout behavior:
- Set the idle time carefully to balance user convenience with session management and system efficiency.
- Test all configured rule groups and integrations in a non-production environment before enabling them in live stages.
Stage-specific pricing behavior
When pricing is enabled, you can configure how repricing behaves at each stage:
- Behavior on Open Transaction: Runs the Reprice event action when a user opens a quote in the stage.
- Behavior on Idle Timeout: Runs the Reprice event action after a user has been inactive for the specified period.
- Allow Automatic Repricing: Reprices the quote automatically when pricing is out of date and the configured delay has elapsed since the last pricing call.
Deleting a stage
Deleting a stage is restricted because deleting a stage that is in use by transactions can cause data issues. Contact ServiceNow Support if a stage deletion is required.
Related topics
--- title: Quote transaction stages description: Stages represent phases in the quoting process. Each stage can have entry criteria, rule group associations, and stage-specific layout behavior in ServiceNow CPQ. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-tm-stages.html release: australia topic_type: concept last_updated: "2026-05-07" reading_time_minutes: 3 breadcrumb: [ServiceNow Quote Experience, Configure, price, quote apps, Configure, Sales Customer Relationship Management] --- # Quote transaction stages Stages represent phases in the quoting process. Each stage can have entry criteria, rule group associations, and stage-specific layout behavior in ServiceNow CPQ. Stages structure the quoting process into discrete phases. A typical implementation uses stages such as Draft, Pending Approval, Approved, Contracted, and Ordered, but administrators can add or remove stages to match their organization's selling process. A transaction is in one stage at a time. ## Stage ordering Administrators can change the order in which stages are evaluated. In the stages list, select a stage and select the chevron icon to access reordering controls. Use the **<** and **>** buttons to move the stage in the sequence. The **+** button creates a new stage at the selected position in the sequence. ## Transitions between stages Transitions represent structured movement from one stage to the next. A transaction cannot automatically transition between stages without an event — such as a **Submit for Approval** or **Revise** button — that explicitly triggers the transition. Stage transitions can also be defined for when a new transaction is created or edited. ## Entry criteria Entry criteria are conditions that must be met before a transaction can advance to a stage. When an event transition is set to **forward**, ServiceNow CPQ evaluates the entry criteria of each succeeding stage until a stage's criteria are met. If no stage meets the criteria, no transition occurs. When an event transition is set to **backward**, the transaction moves to the stage defined by the administrator without checking entry criteria. The first stage in a process has no entry criteria. For example, a transaction might transition to the **pending approval** stage, or, if approval is not required, it might bypass **pending approval** and move directly to the **approved** stage. This is configured using entry criteria on the **pending approval** stage. ## Stages and rule groupings Rule groupings are associated with stages. They execute when the stage is transitioned to and when users update fields or run events while in the stage. For more information about rule groupings, see [Quote transaction rules and rule groupings](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-tm-rules-and-rule-groups.md). ## Stages and views Stages enable administrators to assign distinct permissions to determine how personas view and interact with field data at each stage. For more information about defining views for stages, see [Quote transaction views](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-tm-views.md). ## Behavior on open transaction The **Behavior on Open Transaction** stage setting determines which event actions run when a user opens a transaction in that stage. Administrators can configure the **Refresh Product Data** toggle to refresh product data when the transaction opens, and can add one or more rule groupings or integrations to run on open. ## Behavior on idle timeout The **Behavior on Idle Timeout** stage setting defines an event that triggers after a user remains inactive for a specified period. Administrators can define one such event per stage. If the event fails on its first execution, it is not retried or requeued. Supported action types are rule groups, integrations, and reprice \(if enabled\). Note the following guidelines when configuring idle timeout behavior: - Set the idle time carefully to balance user convenience with session management and system efficiency. - Test all configured rule groups and integrations in a non-production environment before enabling them in live stages. ## Stage-specific pricing behavior When pricing is enabled, you can configure how repricing behaves at each stage: - Behavior on Open Transaction: Runs the Reprice event action when a user opens a quote in the stage. - Behavior on Idle Timeout: Runs the Reprice event action after a user has been inactive for the specified period. - Allow Automatic Repricing: Reprices the quote automatically when pricing is out of date and the configured delay has elapsed since the last pricing call. ## Deleting a stage Deleting a stage is restricted because deleting a stage that is in use by transactions can cause data issues. Contact [ServiceNow Support](https://support.servicenow.com) if a stage deletion is required. **Related topics** [Pricing in the ServiceNow Quote Experience](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/pricing-in-quote-experience.md)
| title | Quote transaction stages |
| description | Stages represent phases in the quoting process. Each stage can have entry criteria, rule group associations, and stage-specific layout behavior in ServiceNow CPQ. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/quote-tm-stages.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-05-07 |
| reading_time_minutes | 3 |
| breadcrumb | ServiceNow Quote ExperienceConfigurepricequote appsConfigureSales Customer Relationship Management |