---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add and view details of a quote

# Add and view details of a quote {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Use the Details tab to add and view basic information for a quote.

## Vorbereitungen

Role required: sales_agent

## Warum und wann dieser Vorgang ausgeführt wird

Use the Details tab to add more information about your quote, such as addresses and contacts. You can also indicate whether the quote is active and set the quote state.

## Prozedur

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to QuotesAll and select your quote.
3. In the Details tab, fill in the basic information.  
   For more information, see [Quote details forms](https://servicenow-prod.fluidtopics.net/gPkQP4Y90S3w3U43s0JRlw "Use Quote details forms to capture, view, and manage all key information about a quote.").
4. Select Save.

## Nächste Maßnahme

[Add products to a quote](https://servicenow-prod.fluidtopics.net/ubKIdi2OkJ3YXlcaxnjOnA "Use the Catalog tab in Quote Management to add products to your quote.") vb.