CPQ Quote header fields

  • Release version: Australia
  • Updated May 7, 2026
  • 1 minute to read
  • Descriptions of the fields available in the quote header in CPQ.

    The following table describes the fields available in the quote header. The fields visible on your quote depend on the layout configured by your administrator. Fields marked as reference fields look up values from ServiceNow tables.

    Table 1. Quote header fields
    Field Description
    Account The customer account associated with the quote. Reference field — looks up records from the Account table.
    Contact
    Created By
    Opportunity The opportunity from which the quote was created. Reference field — looks up records from the Opportunity table.
    Short description
    Name Display name for the quote.
    Created date
    Last Modified by
    Initial Quote
    Previous Quote
    Active