--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-zurich-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3bz bundleId : - delta3bz --- # Combined Partner Relationship Management release notes for upgrades from Zurich to Brazil # Combined Partner Relationship Management release notes for upgrades from Zurich to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 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 Partner Relationship Management release notes for upgrades from Zurich to Brazil This consolidated release notes page assists ServiceNow customers in upgrading Partner Relationship Management (PRM) from Zurich through Australia to Brazil releases. It summarizes new features, changes, removals, deprecations, activation instructions, and key enhancements introduced across these versions, enabling customers to plan and execute their upgrades efficiently. Show full answer Show less ## Key Features * **Quote and Order Management Plugins (Zurich):** Install Quote Management for Channel Partners and Order Management plugins to empower channel partners, B2B and B2C sales reps, and managers to create, track, and manage quotes and orders throughout their lifecycle. * **Segment Management:** Use the segment table to group partners by performance tiers for tailored support, incentives, and visibility, improving partner engagement and progress tracking. * **Deal Registration Management:** Provide exclusive deal registration rights to channel partners, track deal information, and convert registrations into opportunities via configurable forms and playbooks on the Partner portal. * **Partner Workspace (Zurich):** Enable enterprise partner admins and relationship managers to manage partner details, cases, orders, sold products, and install bases through dedicated workspaces. * **Deal Registration Advanced Approval Framework (Australia):** Implement approval workflows with configurable rules, auto-approval for low-risk deals, audit trails, and notifications to streamline deal registration approvals. * **Deal Registration Task Management (Australia):** Create and manage deal registration tasks with automation rules, centralized visibility in the Channel Partner workspace, email notifications, and data retention policies. * **Quote and Opportunity Self-Service (Australia):** Channel partners can independently create, manage, and track quotes and opportunities via the Partner portal using dedicated plugins and guided playbooks. * **AI-Powered Deal Registration (Brazil):** An AI agent assists users in deal intake, validation, and record creation to reduce manual effort, improve accuracy, suggest corrections, and accelerate deal submissions. * **Partner Criteria for Deals (Brazil):** New filtering rules restrict partner access to accounts and consumers when creating deals, reducing errors and ensuring relevant transaction creation. ## Key Outcomes * Streamlined partner engagement and lifecycle management through enhanced workspaces and portals. * Improved deal registration accuracy and speed with AI assistance and advanced approval workflows. * Greater partner autonomy via self-service quote and opportunity management, reducing enterprise manual effort. * Enhanced control over partner segmentation, deal access, and task management to optimize channel partner relationships and performance. * Centralized visibility and collaboration tools that reduce resolution times, prevent deal conflicts, and ensure proper partner recognition. ## Upgrade and Activation Guidance Before upgrading to Brazil, review and complete all pre- and post-upgrade tasks as outlined. Partner Relationship Management is available for installation and activation through the ServiceNow Store. Ensure the appropriate plugins for Quote Management, Order Management, Opportunity Management, and AI Deal Registration are installed based on your business needs. ## Additional Notes * No features were removed or deprecated between Zurich and Brazil releases. * There are no changes to browser requirements, localization, accessibility, or additional requirements for PRM across these releases. * The Partner portal experience has been improved with a new landing page for inquiries and member registration. Consolidated page of all release notes for Partner Relationship Management from Zurich to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Partner Relationship Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Zurich 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 Partner Relationship Management to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-partnerrelationshipmanagement-summary__entry__2} | Release | Release notes | |-|-| | 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 Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__10} | Release | Release notes | |-|-| | Zurich | [\[Placeholder link text to key install-quote-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) plugin to enable channel partners, B2B and B2C sales representatives, and managers to create, read, update, and track quotes associated with channel partners. [\[Placeholder link text to key install-order-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-order-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Order Management for Channel Partners plugin (com.snc.partner_relationship_management_orm) to facilitate the entire order life cycle, especially indirect sales and enable channel partners to track orders with channel partners. [\[Placeholder link text to key configure-segment-management\]](https://www.servicenow.com/docs/access?context=configure-segment-management&family=zurich&ft:locale=en-US) : Use the segment \[sn_seg_segment\] table to create records, track partner progress toward the next tier, and group partners effectively based on performance into multiple segments for tailored support, incentives, and visibility. [\[Placeholder link text to key deal-registration-management\]](https://www.servicenow.com/docs/access?context=deal-registration-management&family=zurich&ft:locale=en-US) : Provide channel partners with exclusive rights to work on a particular deal registration or customer for a period of time.Use the configurable deal registration form to track deal registrations, information related to it, and successfully convert deal registrations to opportunities. Use the deal registration playbook on the Partner portal to provide channel partners the flexibility to create new deal registrations and track their end to end life cycle. [Data model for PRM](https://www.servicenow.com/docs/access?context=data-model-for-partner-relationship-management&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_admin role to map the fields on the channel partner record to their corresponding fields on the company record. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Manage and view the partner details via the Partner workspace if you have the sn_prm.enterprise_partner_admin role or the sn_prm.enterprise_partner_rel_manager role. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_rel_manager role to manage cases, orders, sold products, and install bases by using the Partner Overview tab in the CRM Workspace. | | Australia | [Deal registration Advanced Approval Framework](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Submit deal registrations for approval, configure rules by deal attributes, and auto-approve low-risk deals. Lock records during review, recall and resubmit if needed, track audit trails, and automatically notify approvers. [Deal registration task management](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Create and manage structured deal registration tasks, configure auto-creation rules via Flow Designer, centralize visibility in Channel Partner workspace. Notify assigned users via email, and control data growth with retention policies. [Install Quote Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=australia&ft:locale=en-US) : Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm) to enable channel partners to track quotes with channel partners. [Quote creation via Self-Service for Channel Partners](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Channel partners can create, manage, and track quotes end-to-end in the Partner portal using the new Quote Self-Service application (`com.sn_quote_self_service`). Built on the existing Quote Management application, the guided quote creation playbook delivers a self-service quoting experience without requiring access to internal workspaces. [Install Opportunity Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-opportunity-management-for-channel-partners&family=australia&ft:locale=en-US) : Install the Opportunity Management for Channel Partners plugin (com.snc.partner_relationship_management_oppty) to enable channel partners to track opportunities with channel partners. | | Brazil | [Register a deal with AI](https://www.servicenow.com/docs/access?context=register-deal-using-agentic-ai&family=brazil&ft:locale=en-US)Deal Registration AI agent : Accelerate deal registration with an AI agent that assists users with deal intake, validation, and record creation. This helps reduce manual effort by guiding users through the deal registration process and supporting more accurate deal submissions. The agent captures deal details, validates records, summarizes information for review, and creates the deal. If validation fails or additional information is needed, the agent suggests corrective actions. [Channel Partner components on workspace](https://www.servicenow.com/docs/access?context=channel-partner-components&family=brazil&ft:locale=en-US)Partner criteria for deals : Added filtering rules to control partner access to accounts and consumers when creating deals. These rules help verify partners select only relevant records, reducing errors and supporting cleaner transaction creation. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Partner Relationship Management features. {#dfrn3-partnerrelationshipmanagement-summary__entry__18} | Release | Release notes | |-|-| | Zurich | [\[Placeholder link text to key register-a-deal-partner-portal\]](https://www.servicenow.com/docs/access?context=register-a-deal-partner-portal&family=zurich&ft:locale=en-US) : Create and update deal registrations on the Partner portal to enable enterprise agents to convert them into an opportunity. [Partner portal experience](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=zurich&ft:locale=en-US) : The new Partner portal landing page provides a new look and navigation to raise inquiries or register members. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Removed Between your current release family and Brazil, some Partner Relationship Management features or functionality were removed. {#dfrn3-partnerrelationshipmanagement-summary__entry__26} | Release | Release notes | |-|-| | 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 Partner Relationship Management features or functionality were deprecated. {#dfrn3-partnerrelationshipmanagement-summary__entry__34} | Release | Release notes | |-|-| | 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 Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__42} | Release | Release notes | |-|-| | Zurich | Activation information : Install Partner Relationship Management by requesting it from the ServiceNow Store. 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: Partner Relationship Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | No updates for this release. | | Brazil | Activation information : Install Partner Relationship 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=brazil&ft:locale=en-US). Partner Relationship Management is available with activation of the Partner Relationship Management plugin. For details, see [Install PRM](https://www.servicenow.com/docs/access?context=install-partner-relationship-management&family=brazil&ft:locale=en-US). | [ ] ## Additional requirements If any additional requirements were introduced or changed for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__50} | Release | Release notes | |-|-| | 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 Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__58} | Release | Release notes | |-|-| | 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 Partner Relationship Management, such as specific requirements or compliance levels. {#dfrn3-partnerrelationshipmanagement-summary__entry__66} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__74} | Release | Release notes | |-|-| | 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 Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__82} | Release | Release notes | |-|-| | Zurich | Use the CRM Workspace to enable your enterprise administrators to view all the details that are related to their partners. See [Partner Relationship Management](https://www.servicenow.com/docs/access?context=partner-relationship-management&family=zurich&ft:locale=en-US) for more information. | | Australia | No updates for this release. | | Brazil | * Submit and track cases through the Partner Portal to reduce resolution time and improve collaboration between partners and enterprises. * Manage partner life cycle activities and collaboration through a single platform. * Register and track partner-sourced deals in a unified system to help avoid conflicts and provide proper recognition. * Provide partners with role-based access to case management, knowledge articles, and program visibility to reduce manual escalations and enable faster independent problem resolution. * View partner engagement, performance, and participation through partner overview for enterprise roles. See [Partner Relationship Management](https://www.servicenow.com/docs/access?context=partner-relationship-management&family=brazil&ft:locale=en-US) for more information. | [ ]