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Quote Management › Configure › price › quote apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add and view details of a quote

Use the Details tab to add and view basic information for a quote.

Before you begin

Role required: sales_agent

About this task

Use the Details tab to add more information about your quote, such as addresses and contacts. You can also indicate whether the quote is active and set the quote state.

Procedure

  1. In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.

  1. Navigate to Quotes > All and select your quote.

  2. Fill in the information on the Details tab.

    For more information, see Quote details forms.

  3. Select Save.

What to do next

Add products to a quote.

Parent Topic:Using Quote Management