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sourceDocument: brazil Combined Product Files
sourceDocumentLink: https://www.servicenow.com/docs/r/delta-yokohama-brazil

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    - brazil

ft:locale :

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ft:publication_title :

    - brazil Combined Product Files

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---

# Combined Quote Management release notes for upgrades from Yokohama to Brazil

# Combined Quote Management release notes for upgrades from Yokohama to Brazil {#ariaid-title1}

Release version: Brazil  
Updated October 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 11 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 Yokohama to Brazil

This consolidated guide provides ServiceNow customers with essential information about upgrading Quote Management from the Yokohama release family through to Brazil.
It includes new features, changes, deprecations, removals, activation instructions, and other relevant upgrade considerations across multiple releases: Yokohama, Zurich, Australia, and Brazil.
Show full answer Show less  

## New Features

* **Yokohama:**
  * Apply new or existing sales agreements to quotes, linking products and pricing accordingly.
  * Visibility into price adjustments on quote line items, aiding sales agents in understanding net pricing.
  * Generate branded quote PDF documents with signer functionality and Docusign integration for customer signatures.
  * Hierarchical quote line list views to display parent-child relationships.
  * Product offer recommendations to assist in upselling and cross-selling within quotes.
* **Zurich:**
  * Manual and automatic price adjustments directly from list views for quote line items.
  * Price and quantity ramps on quote lines to define incremental changes over time, with options for parent and child line ramps.
  * Quote header discount capability to apply discounts across multiple lines simultaneously.
  * Subscription revenue metrics providing detailed cost and margin calculations at quote header and line levels for better profitability insights.
* **Australia:**
  * Conversational AI agent within Transaction Manager for managing quote operations, including product search, configuration, discounting, and event triggering.
  * Automated derived pricing management that dynamically adds, updates, or removes quote lines based on pricing rules, ensuring pricing integrity.
* **Australia Patch 1:**
  * Quote summarization using Now Assist to provide consolidated insights into key quote components for improved accuracy and internal alignment.
  * Consolidated quotes maintaining traceability from orders to contract lines with uplift visibility.
  * Enhanced ramp management with flexible segment durations and lifecycle adjustments for amendments and renewals.
  * Advanced Approval Management for comprehensive quote approval workflows, real-time tracking, notifications, and audit trails.
  * Capture of deal types (Direct or Indirect) to align with routes to market for operational consistency.
* **Brazil:** No new features introduced.

## Changes

* **Australia:**
  * Improvements to price ramp editing, including splitting, merging, and removing ramp segments during the draft state of quotes.
  * Enhanced quote approvals with automated reminders, escalations, ad-hoc approvers, and override capabilities for better control and accountability.
* **Other releases:** No changes reported.

## Removals and Deprecations

* No features or functionality were removed from Yokohama through Brazil releases.
* **Deprecation:** Starting with Q2 2024, Subscription start and end dates were deprecated in favor of Contract start and end dates for subscription term calculations.

## Activation and Installation

* Quote Management must be requested and installed from the ServiceNow Store.
* For PDF document signature functionality, enable the Docusign eSignature Spoke plugin (sndocusignspoke).
* Refer to the ServiceNow Store for cumulative release notes and app version history.

## Additional Considerations

* No new browser requirements, localization changes, or accessibility updates were introduced specifically for Quote Management between Yokohama and Brazil, except for Zurich's introduction of a dark theme option in the Coral theme.

## Practical Benefits for ServiceNow Customers

* Enhanced sales productivity through streamlined quote management features like sales agreements, price adjustments, and hierarchical views.
* Improved pricing accuracy and profitability visibility via subscription metrics, price ramps, and derived pricing automation.
* Greater efficiency and control in quote approvals with advanced workflows, notifications, and audit trails.
* Increased customer engagement with professional, branded quote PDFs and integrated signature workflows.
* AI-powered assistance to accelerate quoting processes and reduce errors.
* Consistent deal tracking aligned with market routes for improved compliance and operational efficiency.  
Consolidated page of all release notes for Quote Management from Yokohama to Brazil.

## 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 Yokohama to Brazil.  
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 Brazil

Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed.  
{#dfrn3-quotemanagement-summary__entry__2}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## New features

Between your current release family and Brazil, new features were introduced for Quote Management.  
{#dfrn3-quotemanagement-summary__entry__12}

| Release | Release notes |
|-|-|
| Yokohama | [Apply a sales agreement to a quote in Quote Management](https://www.servicenow.com/docs/access?context=quote-add-sales-agreement-quotes&family=yokohama&ft:locale=en-US) :   Create a new sales agreement or apply an existing sales agreements to a quote. When a sales agreement is enabled in a quote, the products and services added to the quote are also added to a sales agreement. When an existing sales agreement is added to a new quote, the catalog is filtered to show the products and options from the sales agreement, the price list is set to the agreement price list, and the sales agreement line is referenced on quote line. [View price adjustment details for a quote line item](https://www.servicenow.com/docs/access?context=view-price-adjustment-details-for-quote-lines&family=yokohama&ft:locale=en-US) :   Agents gain visibility into the price adjustments that were applied to the base and list price of the product ordered. This provides sales agent the visibility of how the net price is determined. [Quote PDF documents generation](https://www.servicenow.com/docs/access?context=quote-create-pdf-document&family=yokohama&ft:locale=en-US) :   Generate a quote PDF document. Quote PDF documents can have designated signers and be emailed to customers for signatures through Docusign. Customers can also create PDF templates that reflect customer branding and logos. [Hierarchical quote line list view](https://www.servicenow.com/docs/access?context=quote-management-view-hierarchical-line-items&family=yokohama&ft:locale=en-US) :   View quote lines as a hierarchical list. Agents can then view parent and child relationships for quote line items. [Product offer recommendations for quotes](https://www.servicenow.com/docs/access?context=quote-get-product-offer&family=yokohama&ft:locale=en-US) :   Enable your agents to get product offer recommendations that complement or supplement existing products within a quote. |
| 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. |
| Brazil | No updates for this release. |
[ ]

## Changes

Between your current release family and Brazil, some changes were made to existing Quote Management features.  
{#dfrn3-quotemanagement-summary__entry__22}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| 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. |
| Brazil | No updates for this release. |
[ ]

## Removed

Between your current release family and Brazil, some Quote Management features or functionality were removed.  
{#dfrn3-quotemanagement-summary__entry__32}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Deprecations

Between your current release family and Brazil, some Quote Management features or functionality were deprecated.  
{#dfrn3-quotemanagement-summary__entry__42}

| Release | Release notes |
|-|-|
| Yokohama | The Subscription start date and Subscription end date have been deprecated starting with the Q2 2024 release. Use the Contract start date and Contract end date to calculate Terms for setting subscriptions for recurring products. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Activation information

Review information on how to activate Quote Management.  
{#dfrn3-quotemanagement-summary__entry__52}

| Release | Release notes |
|-|-|
| Yokohama | 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=yokohama&ft:locale=en-US). |
| 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. |
| Brazil | No updates for this release. |
[ ]

## Additional requirements

If any additional requirements were introduced or changed for Quote Management we have noted them here.  
{#dfrn3-quotemanagement-summary__entry__62}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | 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__72}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | 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__82}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| 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. |
| Brazil | 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__92}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | 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__102}

| Release | Release notes |
|-|-|
| Yokohama | * Enable agents to manage sales agreements in quotes. * Enable agents to view the price adjustments that are applied to the base and list price of a product in a quote. * Enable agents to create PDF documents from a quote using the ServiceNow PDF generator. * Use the hierarchical list view to view parent and child relationships within quote lines. * Provide agents with offer recommendations to upsell or cross-sell products that complement products in quotes. See [Quote Management](https://www.servicenow.com/docs/access?context=quote-management&family=yokohama&ft:locale=en-US) for more information. |
| 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. |
| Brazil | No updates for this release. |
[ ]