--- 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 --- # Quote Management # Using Quote Management {#ariaid-title1} * Freigeben Version: Australia * * Aktualisiert 12. März 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes. {#quote-mgmt-using__table_vjn_qzg_zzb__entry__2} | Quote Management tab | Description | |-|-| | Details tab | Add details of the quote, such as address and contact information. | | Line Items tab | Add quote line items to a quote. | | Catalog tab | Use product catalogs to add products to your quote. | | Revisions tab | Create multiple versions of quotes. | | Customer Orders tab | Convert quotes to product order sales. | | Pricing adjustment tab | Add manual pricing adjustments to products in a quote. | [Tabelle : 1. Quote Management tabs] {#quote-mgmt-using__table_vjn_qzg_zzb} ## Building quotes {#quote-mgmt-using__section_ngt_tml_11c} Use these basic steps to create, build, and manage your quotes. {#quote-mgmt-using__table_wvd_pnl_11c__entry__2} | Step | Description | |-|-| | [Create a quote](https://servicenow-prod.fluidtopics.net/J6bt4qwLnuPqwDPg4uGtMw "Create a quote in Quote Management to start the quote building process.") | Start a quote, then [add and view quote details.](https://servicenow-prod.fluidtopics.net/Kz5cgEiwE8cLiAGTLLW8xQ "Use the Details tab to add and view basic information for a quote.") | | [Add products to a quote](https://servicenow-prod.fluidtopics.net/ubKIdi2OkJ3YXlcaxnjOnA "Use the Catalog tab in Quote Management to add products to your quote.") | Build your quote by adding products from the product catalogs. | | [Create a quote PDF document](https://servicenow-prod.fluidtopics.net/OZwW_MA45AvYmWhvihcECw "In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures.") | Sales agents can create a PDF document from a quote to send to customers. | | [View and update products in your quote](https://servicenow-prod.fluidtopics.net/Z8ZIDNbj5QSUR4svkLBOTA "Use the line items tab to review and update products in your quote and to add additional line items.")- | Use the Line items tab to see and update products in your quote. | | [View and update manual pricing adjustments in quotes](https://servicenow-prod.fluidtopics.net/OpEha2Aq5A6jOX5OkdUL6Q "Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote.") | Add pricing adjustments to quotes. | | [Get additional product offering recommendations for quotes](https://servicenow-prod.fluidtopics.net/Is73y0NUD1WshuCOhrDlsQ "Get product offering recommendations to upsell or cross-sell additional products in quotes.") | Use product offering recommendations to find other products that you can upsell or cross-sell to your customers based on the line items in your quote. | | [Create quote versions](https://servicenow-prod.fluidtopics.net/Xg7K7~lLtouGXgM~ylWEJg "Use the Revisions tab to create and view the versions of your quote.") | Use the Revisions tab to create and view versions of a quote. | | [Convert quotes into orders](https://servicenow-prod.fluidtopics.net/GXZgWLCfNXFlJjxjAuYVLQ "Use the Customer Order tab to convert a quote into a customer order in Quote Management.") | Use the Customer Orders tab to convert quotes to orders. | [Tabelle : 2. Building and managing quotes] {#quote-mgmt-using__table_wvd_pnl_11c} * **[Create a quote](https://servicenow-prod.fluidtopics.net/J6bt4qwLnuPqwDPg4uGtMw)** Create a quote in Quote Management to start the quote building process. * **[Add and view details of a quote](https://servicenow-prod.fluidtopics.net/Kz5cgEiwE8cLiAGTLLW8xQ)** Use the Details tab to add and view basic information for a quote. * **[Add products to a quote](https://servicenow-prod.fluidtopics.net/ubKIdi2OkJ3YXlcaxnjOnA)** Use the Catalog tab in Quote Management to add products to your quote. * **[Using product offering recommendations in quotes](https://servicenow-prod.fluidtopics.net/NADNtxmS~DdZRg_jyKlweg)** As a sales agent, you can use recommended product offerings to upsell or cross-sell additional products in your quotes. * **[Add tasks to a quote](https://servicenow-prod.fluidtopics.net/57d10PlrNz6GSgz0FWudOA)** Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote. * **[Create quote versions](https://servicenow-prod.fluidtopics.net/Xg7K7~lLtouGXgM~ylWEJg)** Use the Revisions tab to create and view the versions of your quote. * **[Convert quotes into orders](https://servicenow-prod.fluidtopics.net/GXZgWLCfNXFlJjxjAuYVLQ)** Use the Customer Order tab to convert a quote into a customer order in Quote Management. * **[Add pricing adjustment to a quote line item](https://servicenow-prod.fluidtopics.net/T2_sKA_lMKvn1yCMaVbe4A)** Add pricing adjustments to quote line items after the line item is created. * **[Add price ramps on a quote line item](https://servicenow-prod.fluidtopics.net/ISslssW4pGbtZjrnBC3~jQ)** Add price ramps to quote line items to define incremental price changes for recurring product offerings. * **[Add delta pricing to a quote](https://servicenow-prod.fluidtopics.net/mVS8y~6YRxYfhOV3bM_AyQ)** * **[Add a header discount to a quote](https://servicenow-prod.fluidtopics.net/t9tdhcSA82lD4~AMdunf_A)** Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level. * **[Approving or rejecting quotes](https://servicenow-prod.fluidtopics.net/WNAybgQiOYIEKad3Ybixfg)** Sales agents request approval for quotes, and approvers decide whether quotes can proceed under an advanced approval workflow. * **[Create an order from a quote line item](https://servicenow-prod.fluidtopics.net/LYc6blr4dD2yBxGmM2mWsg)** Create orders from quote line items by using the Create new order UI action. * **[Add subscription pricing to a quote](https://servicenow-prod.fluidtopics.net/eagRjqw0dyaLlhCHOS8X3Q)** Add subscription pricing to a quote or quote line items including start and end dates in Quote Management. * **[Submit a quote for advanced approval](https://servicenow-prod.fluidtopics.net/Vu_naqc73yfXnUC4I~QADg)** Submit a quote for advanced approval to route it to required approvers before sharing it with a customer. * **[Approve an approval request for a quote](https://servicenow-prod.fluidtopics.net/r929eGor1uP9gMeeT4HZCQ)** Review and approve or reject a quote advanced approval request that is routed to you as part of an advanced approval workflow. * **[View and update products using the line items tab](https://servicenow-prod.fluidtopics.net/Z8ZIDNbj5QSUR4svkLBOTA)** Use the line items tab to review and update products in your quote and to add additional line items. * **[View and update manual pricing adjustments in quotes](https://servicenow-prod.fluidtopics.net/OpEha2Aq5A6jOX5OkdUL6Q)** Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote. * **[Initiate a contract request](https://servicenow-prod.fluidtopics.net/wXFZHZzJ1S48FxDwxACJjg)** Initiate a contract request from the Quote Management application. * **[View an existing quote](https://servicenow-prod.fluidtopics.net/0IZkhW~2KPqBZoPq37c6Ww)** View existing quotes to update the quote status or make other changes. * **[Export quotes](https://servicenow-prod.fluidtopics.net/O1GHvfC4Zo69wqAxPaxY2g)** Export a list of all quotes in Quote Management and provide it to a customer. * **[Enable a sales agreement in a quote](https://servicenow-prod.fluidtopics.net/mrX~7oh7ZovrpG1wCp6S6A)** Agents can enable a sales agreement for a quote. Once enabled in Quote Management, sales agreements are generated that show the product and service lines and other relevant details for the quote. * **[Sync a quote with an opportunity](https://servicenow-prod.fluidtopics.net/51fpZhADuPM9YAvmAdDwhA)** Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management. * **[Add covered products to a quote](https://servicenow-prod.fluidtopics.net/AuXF_502DsR5g4skdP5FgA)** Add a covered product to line items in a quote in Quote Management. * **[Filter catalogs by location in a quote](https://servicenow-prod.fluidtopics.net/mAnOXGrjZx4qWppHzPjpZg)** Use the location filter on the Catalog tab to filter products by location in Quote Management. * **[Copy locations for quote line items](https://servicenow-prod.fluidtopics.net/t41j0RVukRDqL2Tsa1spxA)** Use the copy location function to change the location of multiple quote line items in Quote Management. * **[Create a quote PDF document](https://servicenow-prod.fluidtopics.net/OZwW_MA45AvYmWhvihcECw)** In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures. * **[View a quote PDF document](https://servicenow-prod.fluidtopics.net/XHLJbJyn2RBOW31yaylTEw)** Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF. * **[Use hierarchical list view for quote line items](https://servicenow-prod.fluidtopics.net/0fufkYPww3fTfcIfK5wzaQ)** Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items. * **[Consolidate quotes](https://servicenow-prod.fluidtopics.net/IkFYFAEdkzwxTRdMw_cSMQ)** Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote.