Quote Management Data Model release notes

  • Release version: Store
  • Updated July 9, 2026
  • 4 minutes to read
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    Summary of Quote Management Data Model release notes

    The Quote Management Data Model application in ServiceNow provides a structured data foundation for managing quotes, including quote lines, characteristics, and pricing adjustments. It supports comprehensive quote creation, tracking, amendments, renewals, and integration with other systems such as Transaction Manager. The release notes document enhancements, new features, fixes, and integrations introduced over multiple versions from February 2024 through July 2026.

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    Key Features

    • Quote Advanced Entity: Introduced in versions 11.2.3 and 12.1.0 for improved Transaction Manager integration, supporting fields to track original line references, quote and line types (New vs Amendment), and delta pricing for unit, one-time, monthly, and cumulative net prices.
    • Delta Pricing and Contract Consolidation: Enables pricing and quantity calculations during MACD activities and renewals, maintaining traceability to original contract lines and visibility into pricing uplifts.
    • Ramp Enhancements: Flexible ramp segment creation and management for price and quantity changes over the quote lifecycle, including support for amendments and renewals, with improved rollup calculations and reset actions.
    • Quote Approvals: End-to-end approval tracking with real-time visibility into approval status, steps, comments, and automated state management (Draft, In Review, Approved, Rejected) with corresponding edit permissions.
    • Sales Agreements and Coverages: Ability to create quotes from sales agreements applying agreed pricing, support for location-based eligibility checks, and display of contract-covered products on quote lines.
    • Document Generation and Digital Signatures: Generate PDF quote documents using templates and send for signatures via DocuSign integration.
    • Quote Line Hierarchies and Task Management: View parent-child relationships between quote lines and create/manage quote-related tasks assigned to target groups for action tracking.
    • Performance and Usability Fixes: Optimizations for large quotes, fixes for quantity counting in consolidation scenarios, and enhancements to ramp segment editing and validation during amendments.

    Practical Benefits for ServiceNow Customers

    • Improved data integrity and traceability across the quote lifecycle and contract relationships, enabling accurate pricing and quantity management.
    • Streamlined quote approval processes with visibility and control, reducing manual tracking and errors.
    • Enhanced flexibility to model complex pricing scenarios including ramps, amendments, renewals, and delta pricing, supporting sophisticated sales strategies.
    • Seamless integration with other ServiceNow modules and external systems (e.g., Transaction Manager, DocuSign) to enhance workflow automation.
    • Better quoting efficiency through hierarchical views, task assignments, and automated calculations, improving agent productivity.
    • Support for localization and contract-based pricing agreements, enabling compliance with regional and contractual requirements.

    Key Outcomes

    By leveraging the Quote Management Data Model updates, ServiceNow customers can expect more accurate and flexible quote creation and management, improved operational efficiency, and enhanced integration capabilities. These enhancements contribute to faster quoting cycles, better compliance with pricing and contract policies, and improved customer engagement through professional quote documentation and approvals.

    Version history for the Quote Management Data Model on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 12.1.0 - July 2026 (Australia)
    • New:
      • Quote Advanced data entity for Transaction Manager integration
      • Original Line reference field to track split line relationships
      • Quote Type and Line Type fields to distinguish New vs Amendment quotes
      • Delta pricing fields (Delta Unit Net Price, Delta One Time Price, Delta Monthly Recurring Price, Delta Cumulative Net Price)
      • Renewal and Upsell/Downsell amount tracking on quote lines
      • Delta price treatment field for pricing context
    • Changed: Quote-to-Order and Oppty-to-Quote entity mappings now use Quote Advanced entity
    Version 11.2.3 - July 2026 (Zurich)
    • New:
      • Quote Advanced data entity for Transaction Manager integration
      • Original Line reference field to track split line relationships
      • Quote Type and Line Type fields to distinguish New vs Amendment quotes
      • Delta pricing fields (Delta Unit Net Price, Delta One Time Price, Delta Monthly Recurring Price, Delta Cumulative Net Price)
      • Renewal and Upsell/Downsell amount tracking on quote lines
      • Delta price treatment field for pricing context
    • Changed: Quote-to-Order and Oppty-to-Quote entity mappings now use Quote Advanced entity
    Version 12.0.2 - June 2026 (Australia)
    • Integration Guided Setup
    • Quote AI Agent
    • Configuration AI Agent A2A
    • Renewal pricing for ramped quote lines
    • Context rules: rules engine enhancements
    • Dynamic BOM rules authoring enhancements
    • Translations for CPQ Admin
    • AI context upload for CPQ Admin
    • AI context upload for sales persona
    Version 11.0.2 - June 2026 (Zurich)
    • Integration Guided Setup
    • Quote AI Agent
    • Configuration AI Agent A2A
    • Renewal pricing for ramped quote lines
    • Context rules: rules engine enhancements
    • Dynamic BOM rules authoring enhancements
    • Translations for CPQ Admin
    • AI context upload for CPQ Admin
    • AI context upload for sales persona
    Version 10.3.0 - May 2026
    • Fixed:
      • When creating a quote with ramps applied to child lines only, quote header rollup fields were not updating to reflect the ramped values. Header rollups now correctly aggregate values from ramped child lines.
      • The Clear Ramps action was not fully resetting the primary ramp designation or ramp sequence on affected lines. Both fields are now properly cleared when the action is invoked.
      • During child upsell and downsell sync in consolidation scenarios, quantities were being double counted across all lines. The sync logic has been corrected to ensure quantities are counted once per line.
      • For quotes containing approximately 1,000 lines, the business rule responsible for setting quote line state to match quote state was causing save operations to take up to 90 seconds. The business rule has been optimized to significantly reduce save time on large quotes.
    Version 10.1.3 - April 2026
    • Ability to modify ramp segments during the amendment process
    • Ability to support zeroing out quantities during amendments or renewals
    • Validation to ensure peak quantity for ramped products aligns with configured quantities
    Version 10.0.0 - March 2026
    • Delta Pricing on Quote
      • Supports pricing and quantity calculations during MACD activities and renewals by deriving changes from existing products, contracts, or purchases.
    • Contract Consolidation on Quotes
      • Ensures that orders created from consolidated quotes retain traceability to all originating contract lines, maintaining accurate relationships between source and consolidated lines. Additional calculated fields on order lines support visibility into uplift values derived from consolidation rules.
    • Enhancements to price and quantity ramps on quote line items
      • Enable agents to create and manage custom ramp structures with flexible segment durations. These enhancements support ramp changes across the quote lifecycle, including amendments and renewals, while ensuring pricing and quantity consistency across ramp segments.
    • Quote Approvals
      • Supports end‑to‑end visibility and control of quote approvals by allowing sales reps, approvers, and managers to track approval status, steps, sequencing, approvers, comments, and timestamps in real time. The approval lifecycle automatically manages quote states and edit permissions as quotes move through Draft, In Review, Approved, and Rejected states.
    Version 9.0.3 - January 2026
    Fixed minor defects.
    Version 9.0.0 - December 2025
    New: Support to 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 theRamps enabled option and Recurring price method selected.
    Version 7.1.0 - August 2025
    • New:
      • Quote header discounts: Support percentage-based discount​s on the quote header​
      • Quote margins​: Display aggregated margin calculations for one-time, monthly and total amounts for the quote
    Version 6.0.0 - May 2025
    • New:
      • Enable the use of sales agreements to create new customer quotes, applying the agreed prices and offerings from the agreement.
      • Provide visibility to order agents for the price adjustments that were applied to the base price and list price of the product on quotes.
    • Change: Deprecate subscription dates and using contract dates to calculate subscription revenue metrics on quotes.
    Version 5.0.0 - February 2025
    • New:
      • Generate PDF documents from a quote using a pre-set template and send the document 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.
    Version 4.0.2 - November 2024
    • New:
      • Location-based quoting with eligibility check support
      • Multi-line copy with option to set an alternate service location
      • Adding covered product support on quote to display products covered by contracts or entitlements on the quote lines ​​
      • Create sales agreements for configurable and bundled products and services​
      • Create a quote for modification or renewal of contracts​
    Version 3.0.1 - August 2024
    Change: Included Quote tasks table on quote: Create multiple tasks for a quote and assign them to the target group. These tasks serve as references for the agents to perform the necessary actions needed to generate a successful quote.
    Version 2.0.1 - May 2024
    Changed: Cost book addition, quote action addition and performance improvements.
    Version 1.0.1 - February 2024
    The Quote Management Data Model application provides access to the tables that will store all the quote-related data. The tables include Quote, Quote Line Item, Quote Line Characteristics, and Quote Pricing Adjustment. When you create a quote, the data related to quote will be stored in these tables.