Quote Experience
Enable sales reps to create and track quotes in ServiceNow, leveraging core capabilities such as product catalogs and configuration, pricing, and approvals.
Install Trend
View Install Data
| Date | Install Count | Change |
|---|---|---|
| 2026-11-01 | 0 | - |
About
The Quote Experience application provides a modern quoting experience embedded in your CRM that enables sellers to create, update, and manage quotes end-to-end using scalable microservices and built-in sales capabilities.
Key Features
**Unified Quote Creation**
- Create and manage all quotes in a single, streamlined experience across products and services.
**High-Performance Quote Engine**
- Handle large, complex quotes with fast load times and responsive interactions.
**Flexible Configuration**
- Support complex product configurations, bundles, and pricing rules with ease.
**Real-Time Pricing & Calculations**
- Instantly update pricing, discounts, and totals as changes are made.
**Subscription Management**
- Configure, price, and manage subscription-based products with support for recurring charges, contract terms, renewals, and subscription lifecycle changes.
**Intelligent Line Management**
- Easily add, edit, and reorder line items for better organization and clarity.
**Advanced Approvals Workflow**
- Built-in approval routing with configurable rules for pricing, discounts, and exceptions.
**PDF Document Generation**
- Generate PDF documents from a quote using a user-selected, pre-defined template
**Flexible Layout Editor**
- Design and customize quote layouts with a drag‑and‑drop, no‑code experience—supporting dynamic fields, role-based views, and lifecycle-based layouts.
**Audit Trail & Compliance**
- History tracking of quote changes to support governance and compliance (e.g., SOX).
**Seamless CRM & ERP Integration**
- Integrates with enterprise systems like CRM, billing, and order management.
**Scalable Architecture**
- Built to support enterprise-scale quoting needs with reliability and extensibility.