---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Install and configure Quote Management

# Install and configure Quote Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated November 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.
{#configure-quote-management__table_b23_thc_zzb__entry__3}

| Task | Description | Role |
|-|-|-|
| [Install Quote Management](https://servicenow-prod.fluidtopics.net/LcZ~Vi5ODtqFTOHG3UEvZg "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.") | 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. {#configure-quote-management__ul_fkf_f3l_11c} | Admin |
| [Assign user roles in Sales and Order Management applications](https://servicenow-prod.fluidtopics.net/fGKpMdB6y1nFHZUvTuFdTg "The Sales Customer Relationship Management applications use roles to control access to features and capabilities. Roles also determine access to information for data security, identify users, and define the work that users perform in your organization.") | Set the roles for Quote Management users and your product catalog and pricing administrators. | Admin |
| [Configuring product offerings and catalogs](https://servicenow-prod.fluidtopics.net/8difi4oIz1jrn2GgRmyhCA "Create product offerings and the associated product catalogs that can be used by Sales Customer Relationship Management agents for pre-sales activities, order capture, and post-sales engagement.") | Create the product offerings and catalogs, unless they've been previously defined. | Product catalog admin |
| [Configuring product pricing](https://servicenow-prod.fluidtopics.net/uBVn3Z2GYMxiRa13w2ZAkQ "Create a price list line and associate it to a product offering.") | 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](https://servicenow-prod.fluidtopics.net/O_m6SxBMkAD~eLdSjSKVDA "Create a price list that defines the pricing for products and services in Sales Customer Relationship Management.") and pricing strategies that control how pricing is applied to quotes. * If you're using cost books, create the [cost books](https://servicenow-prod.fluidtopics.net/438002_SNxUpTL78sG3OoA "Create a cost book that defines the unit costs for products and services in Sales Customer Relationship Management.") that define the unit costs for product offerings. {#configure-quote-management__ul_rdt_qgj_1bc} | 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 |
| [Activate location-based transactions](https://servicenow-prod.fluidtopics.net/T~C8ciwm0yWMLSipmPUjWg "Turn on location-based transactions for opportunities, quotes, and orders by using the sn_sales_common.enable_location_based_transactions system property.") | Use the sn_sales_common.enable_location_based_transactions system property to activate location-based transactions in Quote Management. | Admin |
[Table 1. Configuration tasks for Quote Management]

{#configure-quote-management__table_b23_thc_zzb}