Consolidate quotes

task brazil Updated Sep 10, 2026 1 min read consolidate-quotes.md

Raw file servicenow.com

Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote.

Before you begin

The admin needs to configure the Quotes related list on the Account Details page.

Role required: sn_customerservice_manager and sn_sales_common.sales_agent.

Procedure

Navigate to All > CRM Workspace..
In the List view, navigate to Accounts and select the required account.
On the Account Details page navigate to More > Quotes.
On the Quotes related list, select the quotes that you want to consolidate.
Select Consolidate.
In the Quote Consolidation dialog box that appears, select the target quote from the Select a target quote list.
Select Proceed.

The selected quotes are merged into the target quote. A confirmation message appears with a link to the consolidated quote. The target quote displays a Consolidation History related list that shows all source quotes that were merged into it.

Parent Topic:Using Quote Management

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---
title: Consolidate quotes
description: Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/consolidate-quotes.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Consolidate quotes

Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote.

## Before you begin

The admin needs to configure the Quotes related list on the Account Details page.

Role required: sn\_customerservice\_manager and sn\_sales\_common.sales\_agent.

## Procedure

1. Navigate to **All** &gt; **CRM Workspace.**.

2. In the List view, navigate to **Accounts** and select the required account.

3. On the Account Details page navigate to **More** &gt; **Quotes**.

4. On the **Quotes** related list, select the quotes that you want to consolidate.

5. Select **Consolidate**.

6. In the Quote Consolidation dialog box that appears, select the target quote from the **Select a target quote** list.

7. Select **Proceed**.

The selected quotes are merged into the target quote. A confirmation message appears with a link to the consolidated quote. The target quote displays a **Consolidation History** related list that shows all source quotes that were merged into it.

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