--- 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 Quote Management release notes for upgrades from Zurich to Brazil # Combined Quote 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) 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 Brazil This consolidated release notes document provides ServiceNow customers with a comprehensive view of the Quote Management enhancements, changes, and activation details from the Zurich release family through to the Brazil release. It is designed to assist customers in preparing for upgrades by summarizing new features, changes, and important upgrade tasks across these releases. Show full answer Show less ## Key Features Introduced * **Pricing Adjustment on Line Items (Zurich):** Sales agents can view, add, and edit manual price adjustments directly in the quote line item list view. This supports managing both automatic and manual price adjustments efficiently, including bulk edits. * **Price and Quantity Ramps (Zurich \& Australia):** Enables creation of incremental price and quantity changes over time for product offerings with "Ramps enabled" and recurring pricing. Ramps can be applied at parent or individual child line levels, supporting flexibility in pricing models through quote lifecycle events such as amendments and renewals. * **Quote Header Discount (Zurich):** Allows application of discounts across multiple quote lines simultaneously, simplifying discount management and improving sales efficiency and customer satisfaction. * **Subscription Revenue Metrics (Zurich):** Provides detailed cost and margin calculations at both quote header and line item levels, aiding agents in making informed discounting decisions to avoid unprofitable deals. * **Transaction Manager Quote AI Agent (Australia):** A conversational AI agent streamlines quote operations by enabling product search, configuration delegation, line item updates, discount application, and event triggering---all through a single interface with execution plan visibility. * **Derived Pricing on Quotes (Australia):** Automatically manages system-generated quote lines based on pricing rule evaluations, adding, updating, or removing lines to maintain pricing accuracy without manual edits. * **Quote Summarization with Now Assist (Australia Patch 1):** Generates consolidated quote summaries highlighting key components, pricing, discounts, and negotiated changes, supporting internal reviews, handoffs, and customer discussions. * **Quote Approvals (Australia):** Advanced Approval Management offers end-to-end workflow visibility and control, including approval status tracking, automated notifications, configurable approval sequencing, and audit trails across quote versions. * **Customer Entities on Quote (Australia):** Captures deal types (Direct or Indirect) aligned with routes to market to ensure consistency and compliance across systems and teams. ## Important Changes and Enhancements * **Price Ramp Enhancements (Australia):** Improved management of ramp segments on amendments, including the ability to split, merge, remove segments, and edit quantities within product configurators for configurable and bundled products. * **Quote Approval Enhancements (Australia):** Added capabilities such as automated approval reminders, escalated approver visibility, ad-hoc approver addition, and approval overrides, providing greater flexibility and accountability. ## Activation and Installation Quote Management is available through the ServiceNow Store and must be requested for installation. For additional functionality like DocuSign integration with Quote Management PDFs, separate plugins such as the DocuSign eSignature Spoke plugin are required. Customers should consult the ServiceNow Store for app availability and submission procedures. ## Additional Notes * **No removals or deprecations:** There were no features removed or deprecated between Zurich and Brazil releases. * **Accessibility:** The Coral theme introduces a dark mode option for web and mobile interfaces to improve readability and reduce eye strain. * **No updates for Brazil release:** The Brazil release includes no new features, changes, or activation updates specific to Quote Management. ## Practical Customer Impact Upgrading to Brazil from Zurich or Australia will enable customers to streamline quote pricing, discounting, and approval processes through enhanced automation and AI-driven tools. Customers can expect improved efficiency in managing complex quotes with ramped pricing structures, better visibility into quote profitability, and more control over approval workflows. The Now Assist summarization and AI agent simplify quote management tasks, reducing manual effort and accelerating quote turnaround times. Activation via the ServiceNow Store ensures easy access to these capabilities. Consolidated page of all release notes for Quote Management from Zurich 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 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 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 | |-|-| | 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__10} | 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. | | 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__18} | 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. | | 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__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 Quote Management features or functionality were deprecated. {#dfrn3-quotemanagement-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 Quote Management. {#dfrn3-quotemanagement-summary__entry__42} | 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. | | 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__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 Quote Management we have noted them here. {#dfrn3-quotemanagement-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 Quote Management, such as specific requirements or compliance levels. {#dfrn3-quotemanagement-summary__entry__66} | 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. | | 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__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 Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__82} | 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. | | Brazil | No updates for this release. | [ ]