---
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


---

# Using Quote Management

# Using Quote Management {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Quote Management application to build your quote. Quotes can be used for quote generation or sales agreement generation. The interface includes the following tabs to help you create and manage product quotes.
{#quote-mgmt-using__table_vjn_qzg_zzb__entry__2}

| Quote Management tab | Description |
|-|-|
| Details tab | Add details of the quote, such as address and contact information. |
| Line Items tab | View the line items of the quote. |
| Catalog tab | Use product catalogs to add products to your quote. |
| Revisions tab | View the revisions of the quote. |
| Customer Orders tab | View the orders generated from the quote. |
| Pricing adjustment tab | View the price adjustments applied to the order lines. |
[Table 1. Quote Management tabs]

{#quote-mgmt-using__table_vjn_qzg_zzb}

## Building quotes {#quote-mgmt-using__section_ngt_tml_11c}

Use these basic steps to create, build, and manage your quotes. {#quote-mgmt-using__table_wvd_pnl_11c__entry__2}

| Step | Description |
|-|-|
| [Create a quote](https://servicenow-prod.fluidtopics.net/rYWZtyo6tLLWicCLOdjQgg "Create a quote in Quote Management to start the quote building process.") | Start a quote, then [add and view quote details.](https://servicenow-prod.fluidtopics.net/FZ724vJf0YEgGuE4A0gn_w "Use the Details tab to add and view basic information for a quote.") |
| [Add products to a quote](https://servicenow-prod.fluidtopics.net/2mWER4IXnPfAPKHE~G7j2Q "Use the Catalog tab in Quote Management to add products to your quote.") | Build your quote by adding products from the product catalogs. |
| [Create a quote PDF document](https://servicenow-prod.fluidtopics.net/Rk6773w530vHip5zu~y9CQ "In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures.") | Sales agents can create a PDF document from a quote to send to customers. |
| [View and update products in your quote](https://servicenow-prod.fluidtopics.net/nn4kX_Ohyw00fmWnn_ZQkg "Use the line items tab to review and update products in your quote and to add additional line items.")- | Use the Line items tab to see and update products in your quote. |
| [View and update manual pricing adjustments in quotes](https://servicenow-prod.fluidtopics.net/4h4Bdhzr6k5wQfOFe5lvXQ "Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote.") | Add pricing adjustments to quotes. |
| [Get additional product offering recommendations for quotes](https://servicenow-prod.fluidtopics.net/~EzcfbW0O7o8tyGktXcTpQ "Get product offering recommendations to upsell or cross-sell additional products in quotes.") | Use product offering recommendations to find other products that you can upsell or cross-sell to your customers based on the line items in your quote. |
| [Create quote versions](https://servicenow-prod.fluidtopics.net/oRRsfdP57XZO6j3b9r2vSA "Use the Revisions tab to create and view the versions of your quote.") | Use the Revisions tab to create and view versions of a quote. |
| [Convert quotes into orders](https://servicenow-prod.fluidtopics.net/EbRhZ0tUDXoyTcqaqlONGA "Use the Customer Order tab to convert a quote into a customer order in Quote Management.") | Use the Customer Orders tab to convert quotes to orders. |
[Table 2. Building and managing quotes]

{#quote-mgmt-using__table_wvd_pnl_11c}