--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-zurich-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3az bundleId : - delta3az --- # Combined Quote Management release notes for upgrades from Zurich to Australia # Combined Quote Management release notes for upgrades from Zurich to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 9 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Quote Management Release Notes for Upgrades from Zurich to Australia This consolidated release notes document guides ServiceNow customers through the key changes, new features, and upgrade tasks involved when moving Quote Management from the Zurich to the Australia release family. It includes essential information about feature enhancements, activation, and upgrade preparation to ensure a smooth transition. Show full answer Show less ## New Features * **Zurich Release Enhancements:** * **Pricing Adjustments:** Sales agents can quickly add and edit manual price adjustments on quote line items directly from list views, streamlining price management. * **Price and Quantity Ramps:** Enables defining incremental price and quantity changes over time on quotes, applicable to product offerings with ramps enabled and recurring pricing. * **Quote Header Discounts:** Allows application of discounts across multiple quote lines simultaneously, simplifying discount management and improving sales efficiency. * **Subscription Revenue Metrics:** Provides detailed cost and margin calculations at both quote header and line levels, supporting informed discount decisions and profitability analysis. * **Australia Release Enhancements:** * **Transaction Manager Quote AI Agent:** A conversational AI interface to manage quote operations such as product search, configuration delegation, line item updates, discounts, and event triggers with visible execution plans. * **Derived Pricing on Quotes:** Automates management of system-generated quote lines based on pricing rules, ensuring pricing accuracy by adding, updating, or removing lines as needed and restricting edits on generated lines. * **Australia Patch 1 Enhancements:** * **Quote Summarization with Now Assist:** Generates comprehensive summaries of quotes for early discussions, revisions, internal handoffs, and accuracy reviews, consolidating key components and pricing changes. * **Consolidate Quotes:** Maintains traceability from orders to originating contract lines and provides visibility into uplift values through additional calculated fields. * **Price Ramps on Quote Line Items:** Enables flexible creation and management of custom ramp structures with segment duration adjustments across the quote lifecycle. * **Quote Approvals:** Introduces Advanced Approval Management features for end-to-end workflow visibility, automated notifications, configurable approval flows, and audit trails. * **Customer Entities on Quote:** Captures deal types (Direct or Indirect) to align routes to market, ensuring compliance and operational efficiency. ## Changes and Enhancements * **Price Ramps Management:** Enhanced ability to modify active ramp segments during amendments, including splitting, merging, and removing segments while maintaining accurate line types and dates. * **Quote Approvals Improvements:** Added automated reminders, escalated approver visibility, ad-hoc approver additions, and override options to increase flexibility and control in approval workflows. * **Product Quantity Editing:** Quantity field for the last ramp segment of configurable and bundled products remains read-only to preserve data integrity. ## Removed and Deprecated Features No features or functionalities were removed or deprecated between Zurich and Australia releases. ## Activation and Installation Quote Management is available through the ServiceNow Store. Customers must request installation from the store and can enhance Quote Management PDF document functions by adding the DocuSign eSignature Spoke plugin. For detailed activation steps and cumulative release notes, customers should refer to the ServiceNow Store version history. ## Additional Notes * No new additional requirements or browser requirements were introduced in these releases. * Accessibility improvements include a dark theme option in the Coral theme for web and mobile, enhancing readability and reducing eye strain. * Localization aspects remained unchanged. * Highlighted capabilities include better financial outcome visibility, automated header-level discounting, date consistency validation, flexible ramp segment management, and enhanced approval workflow controls. ## Practical Benefits for ServiceNow Customers * Streamlined quoting processes with manual and automated pricing adjustments improve efficiency and accuracy. * Improved visibility into quote profitability supports better discounting decisions and avoids unprofitable deals. * AI-driven quote management and summarization accelerate quoting cycles, reduce manual errors, and support collaboration. * Advanced approval workflows provide transparency, control, and auditability, enhancing compliance and operational governance. * Flexible management of price ramps and consolidated quotes ensures consistent pricing over time and across contract changes. Consolidated page of all release notes for Quote Management from Zurich to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Quote Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Zurich to Australia. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Quote Management to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-quotemanagement-summary__entry__2} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for Quote Management. {#dfrn3-quotemanagement-summary__entry__8} | Release | Release notes | |-|-| | Zurich | [Add pricing adjustment to a line item](https://www.servicenow.com/docs/access?context=quote-management-add-pricing-adjustment&family=zurich&ft:locale=en-US) : Enables sales agents to quickly view, add, and edit manual price adjustments for quote line items directly from the list view, making it easier to manage both automatic and manual adjustments. The new experience streamlines the quoting process and allows adjustments to be applied to individual or multiple line items at once. [Price and quantity ramps on quote line items](https://www.servicenow.com/docs/access?context=add-price-ramps-on-a-quote-line-item&family=zurich&ft:locale=en-US) : 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. Agents can define ramps in two ways: 1. Ramp the parent line item, which automatically applies ramps to all child line items. 2. Leave the parent unramped, allowing child product offerings to have ramps defined individually.Agents can also make manual price adjustments per segment. When a quote with ramps is converted to an order, ramps become read-only. [Quote header discount](https://www.servicenow.com/docs/access?context=add-header-discount-to-a-quote&family=zurich&ft:locale=en-US) : Added a quote header discount feature that enables sales agents to apply a discount across multiple quote lines at once. This simplifies the quoting process and ensures consistent discount application, thereby improving overall sales efficiency and customer satisfaction. [Subscription revenue metrics](https://www.servicenow.com/docs/access?context=som-subscription-pricing&family=zurich&ft:locale=en-US) : Provides sales agents better visibility of the entire quote cost and profit with the addition of Cost and Margin calculations to the following levels: * Quote Header: Total one-time cost, Total monthly cost, Total cost, Total one-time margin, Total monthly margin, Total margin amount, Total one-time margin %, Total monthly margin %, and Total margin %. * Quote Line: One-time cost, Monthly recurring cost, Cumulative one-time cost, Cumulative monthly cost, Cumulative margin %, and Cumulative Net Cost. The automated calculation rules introduced at Quote Header and Quote Line levels enable informed discounting decisions and help prevent unprofitable deals. | | Australia | [Transaction Manager Quote AI Agent](https://www.servicenow.com/docs/access?context=now-assist-for-cpq-landing&family=australia&ft:locale=en-US) : Use a conversational AI agent to manage quote-level operations directly in Transaction Manager. The agent handles a broad range of quoting tasks through a single interface: * Search for products and match them to your request, then delegate configuration to Config AI for configurable products. * Update line items and header fields, apply discounts, and trigger events. * Generate a visible execution plan before acting on complex requests, so you can see what will happen and why. * Run independent operations in parallel, so multiple configurations can complete simultaneously without blocking other changes. [Derived pricing on quotes](https://www.servicenow.com/docs/access?context=configuring-related-product-pricing&family=australia&ft:locale=en-US) : Improve pricing accuracy by letting the system automatically manage derived quote lines based on pricing rule responses. When pricing rules are evaluated, the system handles line-level changes for you based on source product offer lines and their date ranges: * Adds new system-generated lines when pricing rules require them. * Updates existing derived lines when pricing conditions change. * Removes derived lines that no longer apply. * Restricts editing on system-generated lines to preserve pricing integrity. [Australia Patch 1](https://www.servicenow.com/docs/access?context=australia-patch-1&family=australia&ft:locale=en-US)[Summarize a quote using quote summarization with Now Assist](https://www.servicenow.com/docs/access?context=summarize-quote&family=australia&ft:locale=en-US) : Generate a summary of a quote to: * Summarize key quote components during early customer discussions or pre‑discovery. * Provide an updated view of the quote after revisions, without requiring review of multiple records. * Provide a single, consolidated snapshot of all actions, tasks, and notes derived from a quote in one place. * Highlight custom pricing, discounts, and negotiated changes made during the quoting process. * Review the quote prior to sending it to the customer to confirm accuracy and completeness. * Support internal handoffs by summarizing the quoted offer for internal teams. [Consolidate quotes](https://www.servicenow.com/docs/access?context=consolidate-quotes&family=australia&ft:locale=en-US) : Maintain traceability from orders to all originating contract lines when creating orders from consolidated quotes. Additional calculated fields on order lines provide visibility into uplift values derived from consolidation rules. [Add price ramps on a quote line item](https://www.servicenow.com/docs/access?context=add-price-ramps-on-a-quote-line-item&family=australia&ft:locale=en-US) : Enable agents to create and manage custom ramp structures with flexible segment durations. Make ramp changes across the quote life cycle, including amendments and renewals, while maintaining pricing and quantity consistency across ramp segments. [Quote approvals](https://www.servicenow.com/docs/access?context=explore-advanced-approval-for-sales&family=australia&ft:locale=en-US) : Use the Advanced Approval Management to create approval workflows for end-to-end visibility and control of quote approvals. * Track approval status, steps, sequencing, approvers, and comments in real time * Manage quote states and edit permissions automatically as quotes move through Draft, In Review, Approved, and Rejected states * Receive email notifications for approvers and requesters as approval actions are taken * Configure approval conditions and sequencing across quotes, quote lines, and related entities using serial, parallel, or hybrid flows driven by business and compliance rules * Preserve approval history across submissions and quote versions for a complete audit trail [Customer entities on Quote](https://www.servicenow.com/docs/access?context=quote-detail-form-fields&family=australia&ft:locale=en-US) : Capture the deal type (Direct or Indirect deals) and align it with different routes to market for consistency, compliance, and operational efficiency across systems and teams. | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Quote Management features. {#dfrn3-quotemanagement-summary__entry__14} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | See [Advanced Approval Management release notes](https://www.servicenow.com/docs/access?context=advanced-approval-management-for-sales-rn&family=australia&ft:locale=en-US) for more information. [Enhancements to price ramps on quote lines](https://www.servicenow.com/docs/access?context=add-price-ramps-on-a-quote-line-item&family=australia&ft:locale=en-US) : Modify active ramp segments on amendment quotes to better manage pricing changes over time. * Split an active ramp segment into multiple shorter segments within the original term, with the system automatically assigning the correct line types and effective dates for each resulting segment. * Merge split segments back into the original ramp while the quote is in draft state. * Remove segments that are no longer needed. * Edit the quantity in the product configurator. The quantity field for the last ramp segment of configurable and bundled products is read-only. [Quote approvals](https://www.servicenow.com/docs/access?context=explore-advanced-approval-for-sales&family=australia&ft:locale=en-US) : Build on existing quote approval workflows with greater control and flexibility * Receive automated reminder notifications for pending approvals steps based on reminder schedules configured by your administrator. * View the escalated approver on the approval step card when an approval step is escalated, so you can clearly identify who is responsible for the next action. * Add ad-hoc approvers to an approval request outside the configured approval workflow when additional review is needed. * Override an approval to advance a quote when permitted by your organization's approval configuration. | [ ] ## Removed Between your current release family and Australia, some Quote Management features or functionality were removed. {#dfrn3-quotemanagement-summary__entry__20} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Deprecations Between your current release family and Australia, some Quote Management features or functionality were deprecated. {#dfrn3-quotemanagement-summary__entry__26} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Activation information Review information on how to activate Quote Management. {#dfrn3-quotemanagement-summary__entry__32} | Release | Release notes | |-|-| | Zurich | Activation information : Install Quote Management by requesting it from the ServiceNow Store. To add Docusign plugin to the Quote Management PDF document function, use the Docusign eSignature Spoke plugin (sn_docusign_spoke). Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Quote Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Quote Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Quote Management is available in the ServiceNow Store. For details, see the Activation information section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__38} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__44} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Quote Management, such as specific requirements or compliance levels. {#dfrn3-quotemanagement-summary__entry__50} | Release | Release notes | |-|-| | Zurich | Accessibility information : Dark theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. | | Australia | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__56} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__62} | Release | Release notes | |-|-| | Zurich | * Support quote header discounts. * View the cost and profit of the entire quote to support informed discounting decisions and avoid unprofitable deals. See [Quote Management](https://www.servicenow.com/docs/access?context=quote-management&family=zurich&ft:locale=en-US) for more information. | | Australia | * Quickly understand the financial outcome of quote changes, making it easier to review, approve, and act on updated quotes with visibility into exact amounts owed. * Enable sales agents to set a target outcome for a quote and let automated adjustments handle header-level discounting, removing manual trial-and-error and speeding up quote approvals. * Improve quote data consistency by validating contract start and end dates across quote headers, parent lines, and child lines, preventing date conflicts during updates. * Enable greater flexibility in managing amendment quotes by splitting active ramp segments into shorter intervals, adjusting quantities, and maintaining accurate line types throughout the quote life cycle. * Enhance quote approval workflows with automated reminders, escalations, override capabilities, and ad-hoc approvals for greater control and accountability throughout the approval process. * [Australia Patch 1](https://www.servicenow.com/docs/access?context=australia-patch-1&family=australia&ft:locale=en-US)Summarize a quote with Now Assist for immediate, comprehensive insights into quote details (product, pricing, and terms) to improve quote accuracy, help teams align, reduce manual review, catch issues early, and accelerate quote turnaround. * Use a conversational AI agent to handle the full spectrum of quoting tasks, from simple line-item updates to complex multi-product configurations, through a single interface. * Improve pricing accuracy on quotes by automatically adding, updating, and removing system-generated lines in response to pricing rule changes, without requiring manual edits. See [\[Placeholder link text to key bundle-omgmt.quote-management\]](https://www.servicenow.com/docs/access?context=quote-management&family=australia&ft:locale=en-US) for more information. | [ ]