---
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


---

# View and update products in a quote

# View and update products in a quote {#ariaid-title1}

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

Use the Quote Line Items tab to review and update products in your quote and to add additional line items.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view and select QuotesAll.
2. Select the quote that you're working with and select the Quote Line Items tab.
3. Select New to start a quote line item or select an existing quote line item to make changes.
4. Fill in the fields in the Quote Line Items.  
   {#quote-managment-line-items-tab__table_m2f_3yv_xcc__entry__2}

   | Field | Description |
   |-|-|
   | Quote | Automatically generated field. |
   | Number | Automatically generated field. |
   | Parent line item | Automatically generated field. |
   | Price list | Price lists are added to the product line item. Price lists show pricing that is already configured. |
   | Term (months) | Monthly terms for the price list selected. Monthly terms reflect the cost monthly of the product or service. |
   | Subscription start dates | Subscription state date is the date when an entitlement or service begins. |
   | Subscriptions end date | Subscription end date is the end date for an entitlement or a service. |
   | Contract start date | Contract state date is the date a service contract or entitlement contracts start. |
   | Contract end date | Contract end date is the date when a service contract or entitlement contract ends. |
   | Product offering | Product offering let agents select the product or service for the quote. |
   | Quantity | Quantity is the number of a product that is selected for the quote. |
   | Unit of measure | Agents can select a unit of measure for products that come in quantities. |
   | Service location | Service location allows agents to select a location for the service that is added to the quote. |
   | Short description | The description field for the service location, which provides information about the location such as address and phone number. |
   [Table 1. Quote line item fields]

   {#quote-managment-line-items-tab__table_m2f_3yv_xcc}
5. Select the Quote Line Characteristics tab to add or modify the quote characteristics.
6. Select the Pricing Adjustment tab to add or modify a manual pricing adjustment to the quote line item.
7. Select Save.  
   The Quote Line Item is updated to the main quote.

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