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Quote Management › Configure › price › quote apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-25 · Official documentation · View source

View and update products using the line items tab

Use the line items tab to review and update products in your quote and to add additional line items.

Before you begin

Role required: sales_agent

Procedure

  1. In the CSM Configurable Workspace, select the List icon
Image omitted: list-outline-24.svg
and select **Quotes** > **All**.
  1. Select the quote that you’re working with and select the Quote Line Items tab.
Image omitted: l2c-quote-line-item.png
Image shows the quote form with the quote line items tab open.

  1. Select New to start a new quote line item or select an existing quote line item to make changes.

  2. Fill in the fields in the Quote Line Items.

    FieldDescription
    QuoteAutomatically generated field.
    NumberAutomatically generated field.
    Parent line itemAutomatically generated field.
    Price listPrice lists are added to the product line item. Price lists show pricing that is already configured.
    Term (months)Monthly terms for the price list selected. Monthly terms reflect the cost monthly of the product or service.
    Subscription start datesSubscription state date is the date when an entitlement or service begins.
    Subscriptions end dateSubscription end date is the end date for an entitlement or a service.
    Contract start dateContract state date is the date a service contract or entitlement contracts start.
    Contract end dateContract end date is the date when a service contract or entitlement contract ends.
    Product offeringProduct offering let agents select the product or service for the quote.
    QuantityQuantity is the number of a product that is selected for the quote.
    Unit of measureAgents can select a unit of measure for products that come in quantities.
    Service locationService location allows agents to select a location for the service that is added to the quote.
    Short descriptionThe description field for the service location, which provides information about the location such as address and phone number.

  3. Select the Quote Line Characteristics tab to add or modify the quote characteristics.

  4. Select the Pricing Adjustment tab to add or modify a manual pricing adjustment to the quote line item.

  5. Select Save.

    The Quote Line Item is updated to the main quote.

What to do next

Add a pricing adjustment to a quote line item. See View and update manual pricing adjustments in quotes for more information.

Parent Topic:Using Quote Management