Summarize a quote using quote summarization

---
title: Summarize a quote using quote summarization
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/summarize-quote.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Summarize a quote using quote summarization

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.

## Before you begin

Role required: sn\_sales\_common.sales\_agent

## About this task

The AI summarization of quotes provides sales teams and stakeholders with fast, reliable insight into complex quote information. AI summaries help:

-   Deliver fast, consistent insight into key quote details.
-   Reduce manual review and speed up quote turnaround.
-   Surface issues early to prevent deal delays.
-   Keep teams aligned and helps move deals forward.

## 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 the quote to summarize.

3.  In the **Quote summary** field, select **Summarize**.

    \[Omitted image "na-cpq-summarize-quote.png"\] Alt text: Quote summary.

    The **Quote summary** field appears above the Quote section inside the **Details** tab. The component is collapsed by default and expands to display the summary. For longer summaries that don't fit in the window, select **Show more** and use the scroll bar to view the rest of the content.

    **Note:** Generating and displaying the summary may take several seconds.

4.  When you're finished summarizing a quote, you can save it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it.

<table id="choicetable_z3p_sn2_3hc"><thead><tr><th align="left" id="d141431e142">

Option

</th><th align="left" id="d141431e145">

Procedure

</th></tr></thead><tbody><tr><td id="d141431e151">

**Save the summary information by adding it to the work notes**

</td><td>

1.  Select **Share**.
2.  In the Share to work notes dialog box, edit the summary.
3.  Select **Save to work notes**.


</td></tr><tr><td id="d141431e178">

**Expand or collapse the summary**

</td><td>

Select the expand card icon \[Omitted image "icon-expand.png"\] Alt text: or the collapse card icon \[Omitted image "icon-collapse.png"\] Alt text: to see more details or fewer summary details.

</td></tr><tr><td id="d141431e193">

**Provide feedback for the summary**

</td><td>

If you think that the summary was helpful, select the helpful icon \[Omitted image "icon-helpful.png"\] Alt text:. If you think that the summary wasn’t helpful, select the not helpful icon \[Omitted image "icon-not-helpful.png"\] Alt text:.This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs \(sys\_generative\_ai\_log\_list.do\).

</td></tr><tr><td id="d141431e210">

**Copy the quote summary**

</td><td>

Select the copy to clipboard icon \[Omitted image "icon-copy.png"\] Alt text: to use the quote summary information for another purpose, such as pasting into an email.

</td></tr><tr><td id="d141431e223">

**View the information about the quote summary**

</td><td>

If you want to check details about the summary, select the more info icon \[Omitted image "icon-more-info.png"\] Alt text:.

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