--- sourceDocument: Store Version History Release Notes sourceDocumentLink: https://www.servicenow.com/docs/r/store-release-notes Release : - store ft:locale : - en-US ft:publication_title : - Store Version History Release Notes ft:clusterId : - rnst bundleId : - rnst --- # Quote Management Data Model release notes # Quote Management Data Model release notes {#ariaid-title1} Release version: Store Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 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 Quote Management Data Model release notes The Quote Management Data Model application in ServiceNow provides a comprehensive data structure and integration capabilities to manage quotes, quote lines, pricing adjustments, and related processes. It enables customers to handle complex quoting scenarios including ramps, amendments, renewals, approvals, and contract consolidations. The application includes advanced integration with Logik.io Transaction Manager and supports guided setup for streamlined onboarding and configuration. Show full answer Show less ## Key Features * **Data Model and Tables:** Core tables store quote-related data such as Quote, Quote Line Item, Quote Line Characteristics, and Quote Pricing Adjustment. * **Guided Setup for Advanced Quoting Integration:** Automated onboarding between ServiceNow and Logik.io Transaction Manager, eliminating manual OAuth and certificate steps, with error handling and rerun capability. * **Quote Experience Integration:** New menu to initiate guided setup, automatic assignment of multiple user roles including advanced approval roles, and provisioning of integration user roles. * **Quote Line Enhancements:** Support for derived-price products with auto-updating quote line segments, delta pricing fields for amendments and renewals, and tracking of renewal, upsell, and downsell amounts. * **Ramp Pricing and Quantity Management:** Creation and modification of ramp segments for price and quantity changes over the quote lifecycle, including amendments and renewals. * **Quote Approvals:** End-to-end approval tracking with real-time status, steps, approvers, comments, timestamps, and automated state management. * **Contract and Sales Agreement Integration:** Use of sales agreements to create quotes with preset prices, visibility into price adjustments, and contract consolidation for accurate order relationships. * **Document Generation and Signature:** Ability to generate PDFs from quotes using templates and send for signature via DocuSign integration. * **Additional Usability Features:** Location-based quoting with eligibility checks, multi-line copy with alternate location options, covered product support, hierarchical quote line views, and task management linked to quotes. ## Enhancements and Fixes * Elimination of manual certificate and keystore setup steps with automated JWT connection provisioning. * Improved error handling and retry options during guided setup processes. * Performance improvements including optimization of quote save operations on large quotes. * Fixes to quote screen stability, refresh behaviors, and accurate aggregation of ramped values. * Expanded mappings for Opportunity to Advanced Quoting Entity Model to support seamless data integration. ## What ServiceNow Customers Can Expect By implementing this application and its successive updates, customers gain a robust quoting framework that supports complex pricing and approval workflows, reduces manual configuration through guided setup, and integrates deeply with transaction management systems. The enhanced data model and integration features ensure accurate tracking of quote lifecycle events, improved user experience with streamlined interfaces, and stronger alignment with sales and contract management processes. Customers can also leverage document generation and digital signature capabilities to accelerate quote finalization. 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](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website. ## Version history Version 13.2.1 - October 2026 (Australia) : * New * Buyer organization fields added * Customers can now complete Advanced Quoting integration through a guided, automated setup experience. The guided setup streamlines onboarding between ServiceNow and Logik.io Transaction Manager, automating outbound OAuth and pricing connections, inbound JWT authentication, and Logik tenant configuration. Manual certificate and keystore steps are eliminated. * Admins can automate creation of the ServiceNow JWT connection in Logik. The guided setup now provisions the required JWT connection record in Logik automatically, reducing manual configuration. * Quote Experience guided setup menu is now available. A new application menu and module allow users to start the Quote Experience Integration Guided Setup directly from the interface. * Admins can add multiple user roles during guided setup. The guided setup now supports inserting multiple records in the User Role table for Transaction Manager, including advanced approval roles when the plugin is present. * Integration users are granted Lead to Cash Core viewer access automatically. The guided setup provisions the logik.intg integration user with the snl2ccore.viewer role as needed. * Certificate setup instructions are now accessible via a dedicated UI page. Users can view step-by-step guidance for generating public and private key pairs for OAuth during the guided setup. * Prerequisites confirmation and information pages are available for Advanced Quoting setup. The guided setup includes new pages to confirm required plugins and tenant settings before proceeding. * Guided setup for inbound JWT certificate handoff is now included. Users are guided through attaching certificates to the Trust Store, wiring them into the JWT Verifier Map, and locating the generated Key ID for handoff. {#store-rn-som-quote-mgmt-data-model__ul_pdc_3rp_5kc} * Changed * Quote Management Data Model and application have been updated for the October release. Enhancements and updates have been applied to both the data model and application, reflecting the latest release activities. * OAuth records are now included as part of the Quote Experience repository. The OAuth JWT Bearer setup for Logik.ai is integrated, with client credentials regenerated per instance and placeholder values cleared. * Guided setup now conditionally assigns advanced approval roles. If the Advanced Approval Management plugin is present, approval writer and viewer roles are automatically added to the integration user. * Guided setup error handling and rerun capability have been improved. The JWT connection setup now reports errors clearly and allows retrying the automation activity. * Guided setup process definition and help guidance records have been updated. The process definition and guidance reflect current instance state and include new activities and variables. {#store-rn-som-quote-mgmt-data-model__ul_qdc_3rp_5kc} {#store-rn-som-quote-mgmt-data-model__ul_b3t_3rp_5kc} Version 11.7.1 - October 2026 (Zurich) : Fixed: The quote screen now remains stable and no longer refreshes constantly. The automatic refresh triggered by order record changes has been removed, ensuring uninterrupted user interaction. Quote count updates continue to function as expected. Version 13.1.3 - September 2026 (Australia) : * New: Auto-add and update quote line segments for derived-price products based on source product offering contributions across date ranges * Changed: Additional mappings for the Opportunity to Advanced Quoting Entity Model {#store-rn-som-quote-mgmt-data-model__ul_qk2_5wz_mkc} Version 11.6.2 - September 2026 (Zurich) : * New: Auto-add and update quote line segments for derived-price products based on source product offering contributions across date ranges * Changed: Additional mappings for the Opportunity to Advanced Quoting Entity Model Version 12.2.1 - August 2026 (Australia) : Platform Stability \& Performance -- Addressed reported defects and implemented performance improvements to enhance system reliability and responsiveness. Version 11.3.1 - August 2026 (Zurich) : Platform Stability \& Performance -- Addressed reported defects and implemented performance improvements to enhance system reliability and responsiveness. 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. {#store-rn-som-quote-mgmt-data-model__ul_pbn_mpc_cjc} 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. {#store-rn-som-quote-mgmt-data-model__ul_t1r_2ql_m3c} * 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. {#store-rn-som-quote-mgmt-data-model__ul_p55_2ql_m3c} * 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. {#store-rn-som-quote-mgmt-data-model__ul_ymw_2ql_m3c} * 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. {#store-rn-som-quote-mgmt-data-model__ul_xwx_2ql_m3c} {#store-rn-som-quote-mgmt-data-model__ul_lnm_dql_m3c} 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 discounts 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. {#store-rn-som-quote-mgmt-data-model__latest-store-rn-som-quote-mgmt-data-model} {#store-rn-som-quote-mgmt-data-model__latest-store-rn-som-quote-mgmt-data-model} 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. {#store-rn-som-quote-mgmt-data-model__ul_nwc_rp2_d2c} 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.