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Use › Now Assist for CPQ › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Summarize a quote using quote summarization

Summarize a quote to generate a consolidated report of a quote record to quickly understand the quote without manually reviewing multiple fields, line items, or related records.

Before you begin

Role required: sn_sales_common.sales_agent

Procedure

  1. In the CSM Configurable Workspace, select the List
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view.

  1. Navigate to Quotes > All and select the quote to summarize.

  2. In the Quote summary field, select Summarize.

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Quote summary.
The **Quote summary** field appears above the Quote section inside the **Details** tab. The component is collapsed by default and expands to display the summary. For longer summaries that don't fit in the window, select **Show more** and use the scroll bar to view the rest of the content.

**Note:** Generating and displaying the summary may take several seconds.
  1. When you're finished summarizing a quote, you can save it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it.
OptionProcedure
Save the summary information by adding it to the work notes
  1. Select Share.
  2. In the Share to work notes dialog box, edit the summary.
  3. Select Save to work notes.
Expand or collapse the summarySelect the expand card icon
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or the collapse card icon \[Omitted image "icon-collapse.png"\] Alt text: to see more details or fewer summary details.
Provide feedback for the summaryIf you think that the summary was helpful, select the helpful icon
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. If you think that the summary wasn’t helpful, select the not helpful icon \[Omitted image "icon-not-helpful.png"\] Alt text:.This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs \(sys\_generative\_ai\_log\_list.do\).
Copy the quote summarySelect the copy to clipboard icon
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to use the quote summary information for another purpose, such as pasting into an email.
View the information about the quote summaryIf you want to check details about the summary, select the more info icon
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.