---
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 covered products to a quote

# Add covered 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  
Add a covered product to line items in a
quote in Quote Management.

## Before you begin

Role required: sales_agent or sales_manager

## About this task

Covered products are products that are added to a warranty or entitlement. Once you
add a warranty or entitlement to your quote line items,
the covered product option becomes available.

## Procedure

1. In the CRM Workspace, select the List ![]() view.
2. Navigate to QuoteAll and select a quote to which a covered product is to be added.
3. From the Quote line items tab, select the quote line item.
4. Select MoreCovered product.
5. In the Covered Product tab, select New.
6. In the Create New Covered Product form, select the covered product line item you want to add.  
   There are three types of covered products types that you can add to a line item:

   | Covered product type | Description |
   | Covered quote line item | Select a quote line item to be added as a covered product. |
   | Covered sold product | Select a covered sold product to be added as a covered product. |
   | Covered install base item | Add an install base item as a covered product. |
   |-|-|

   {#som-quote-add-covered-products__choicetable_lyy_34l_wbc}
7. Select Save.
8. On the quote line item page, select the contract start date and the contract end date.
9. Change the state to Complete.  
   A contract is created with the contract details for the order line.
{#som-quote-add-covered-products__steps_jmc_cwk_ycc}

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