Quote Management Application
Enable sales reps to create and track quotes in ServiceNow, leveraging core capabilities such as product catalogs, product configuration, and pricing.
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About
The Quote Management application enables sales reps to create and track quotes during the sales cycle. The application is integrated with the product catalog, pricing, and the product configurator to capture products and services customers are interested in, with the ability to customize offerings and perform dynamic pricing.
Key Features
- Create quote
- Create quote lines using product catalog
- Configure and price the quote
- Review pricing adjustments
- Add manual adjustments
- Create quote versions
- Create order from quote
- Provide visibility on cost of the product offering
- Create quote from sold product or product inventory
- Single-click creation of sales agreements from a quote
- Create sales agreements for configurable and bundled products and services
- Quote tasks
- Create orders from quote line items
- Location-based quoting and multi-line copy with option to set an alternate service location
- Display products covered by contracts or entitlements on the quote lines
- Create a quote for modification or renewal of contracts
- Generate PDF documents from a quote using a pre-set template and send them out for signatures via DocuSign integration.
- View the parent and child relationships between quote lines within a quote with the hierarchical list.
- View offer recommendations to upsell or cross-sell products that complement products in quotes.
- Create price and quantity ramps for product offerings in quotes to define incremental price and quantity changes over time. Product offerings eligible for ramps have the Ramps enabled option and Recurring price method selected.
Version History (19)
+ 9 more versions