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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add products to a quote

# Add products to a quote {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Catalog tab in Quote Management to add products to your quote.

## Before you begin

Role required: sales_agent

## About this task

You can use the Catalog tab to search for and select product offerings from catalogs and add them to your quote. You can choose simple and complex product offerings. Complex product offerings have options for customizing the product by using the product configurator.  
Note:  
Check your entitlements to see if the product configurator is available.

## Procedure

1. In the CRM Workspace, select the List view ![]().
2. Navigate to QuotesAll and select the quote that you want to work with.
3. Select the Catalog tab.
4. In the product catalog hierarchy, select the product catalog that you want to use.  
   The product catalog displays the available products in product offering cards.
5. In the product offering card, select the product.
   * For a simple product that doesn't have any selectable options, select Add.
   * For a configurable product that has options that you can choose, select Customize to open the product configurator for selecting product options.

     As you configure the product, you can
     reprice, validate, and then save your selections. For details on using the product configurator, see [Using Sales Customer Relationship Management applications](https://servicenow-prod.fluidtopics.net/k3R6MO33psYU1jk0cC1xbA "As agents and managers, you use the CRM Workspace to complete various tasks when using the Sales Customer Relationship Management applications. From the workspace you can access product catalogs to see the product offerings available in your organization. You can also use the product configurator to add configurable products to opportunities, quotes, and orders, manage sold products and product inventory, and work on MACD orders.").

   {#quote-management-catalog-tab__choices_otf_14q_wdc}  
   The product offering is added to the quote as a line item.

*[\>]: and then