Learn how to set up Quote Management so that your sales agents can create and manage customer quotes.

Admins and Quote Management administrators complete the following configuration tasks to set up Quote Management.

Table 1. Configuration tasks for Quote Management

Task	Description	Role
Install Quote Management	Install Quote Management from the ServiceNow® Store Store. It provides these key features for your agents: Build quotes with products and pricing, then present them to customers. Use the product configurator to select simple and configurable product offerings. Add pricing adjustments to products. Convert quotes to product orders once customers have approved.	Admin
Assign user roles in Sales and Order Management applications	Set the roles for Quote Management users and your product catalog and pricing administrators.	Admin
Configuring product offerings and catalogs	Create the product offerings and catalogs, unless they've been previously defined.	Product catalog admin
Configuring product pricing	Define the price lists, pricing strategies, and other pricing features that you want to use, unless they've been previously defined. Set the price lists and pricing strategies that control how pricing is applied to quotes. If you're using cost books, create the cost books that define the unit costs for product offerings.	Pricing admin
Activate cost books and cost margins	Use the sn_quote_mgmt_core.enable_cost_margin_calculation system property to activate the cost book and cost margin features in Quote Management. These features enable sales agents to view product unit costs and cost margins when creating sales quotes.	Quote Management admin