Install Quote Management

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • If you have the admin role, you can install the Quote Management application. The application includes the demo data and installations that are related ServiceNow® Store applications and plugins.

    Before you begin

    Depending on your entitlements, you may have to install demo data after installation. Demo data comprises the sample records that describe application features for the common use cases.

    Role required: admin

    About this task

    The following items are installed with Quote Management:
    • Plugins
    • Store applications
    • Roles
    • Tables

    For more information on viewing components that are installed with an application, see Find components installed with an application.

    Procedure

    1. Navigate to All > System Applications > All Available Applications > All.
    2. Find the Quote Management application (sn_quote_mgmt) using the filter criteria and search bar.

      You can search for the application by its name or ID. If you can't find the application, request it from the ServiceNow Store.

      Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    3. In the Application installation dialog box, review the application dependencies.

      Dependent plugins and applications appear if they’re installed, or are currently installed, or must be installed. If any plugins or applications require installation, you must install them before you can install Quote Management.

    4. If you want to install demo data, do one of the following depending on your entitlements.
      Demo data install taskDescription
      If demo data is available and you want to install it
      1. Select the Load Demo Data option.
      2. Select Install.
      Important:
      If you don't load the demo data during installation, it's unavailable to load later.
      If the Load Demo Data option isn’t available but you want demo data Load the demo data after installing Quote Management.
      1. Install Quote Management.
      2. Navigate to the All and in the Filter, type v_plugin.list.
      3. In the System Plugin list, search for Quote Management data model (sn_l2c_quote_mgmt_data_model) plugin.
      4. In the System Plugin Quote Management data model window, under Related Links, select Install Demo Data Only.
      Note:

      Quote Management uses CSM demo data for Account information. For account demo data, install CSM demo data.