Now Assist for Configure, Price, Quote (CPQ) release notes
Summarize
Summary of Now Assist for Configure, Price, Quote (CPQ) Release Notes
The ServiceNow® Now Assist for Configure, Price, Quote (CPQ) application, introduced in the Zurich release, integrates platform AI capabilities into Sales and Order Management processes. It is designed to enhance quote accuracy and streamline quoting workflows by providing immediate, comprehensive insights into quote details such as product, pricing, and terms.
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Now Assist for CPQ is available for installation through the ServiceNow Store and requires activation as detailed in the release notes.
Key Features
- Quote Summarization (Zurich Patch 7): Enables generation of concise summaries of quotes, highlighting key components like custom pricing, discounts, and negotiated changes. This feature supports early customer discussions, updates after quote revisions, internal handoffs, and final reviews before sending quotes to customers.
- Usage Measurement Update (Zurich Patch 5): Transitioned from a 365-day look-back model to a 365-day burn-down model for Now Assist usage measurement, aligning usage resets with the contract anniversary date. This change aids in accurate tracking and management of Now Assist consumption.
- Plugin Introduction: The Now Assist for CPQ plugin (snsomgenaicpq) offers an AI-powered wrapper application to optimize CPQ-related workflows.
Practical Benefits for ServiceNow Customers
- Improves quote accuracy by summarizing all relevant details in a single, consolidated view, reducing manual reviews and minimizing errors.
- Accelerates quote turnaround by catching issues early and providing clear insights for sales and order management teams.
- Supports collaboration through easy sharing of summarized quotes during internal handoffs and customer discussions.
- Facilitates efficient Now Assist usage tracking with updated measurement logic.
Additional Related Capabilities
- Now Assist Admin Console: Provides streamlined setup, configuration, and monitoring of Now Assist applications.
- Now Assist Panel: Offers conversational AI interfaces in the Customer Service Management workspace to summarize chats, cases, and resolution notes for faster context understanding.
- Now Assist Skills: Delivers AI-powered functions such as case and chat summarization, resolution note generation, and code generation across various workflows.
The ServiceNow® Now Assist for CPQ application brings platform AI capabilities to Sales and Order Management. Now Assist for CPQ is a new application in the Zurich release.
Now Assist for CPQ highlights for the Zurich release
Zurich Patch 7Summarize quote 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.
See Now Assist for Configure, Price, Quote (CPQ) for more information.
New in the Zurich release
- Summarize a quote using quote summarization
- 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.
Changed in this release
- Zurich Patch 5
- Changes to Now Assist usage measurement
- Starting with Zurich Patch 5, Now Assist usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to KB KB2704710: Now Assist Usage - Overview & New Measurement Logic.
Activation information
Install Now Assist for CPQ by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.
Plugin information
Zurich Patch 7- New plugins
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The following plugin is new in Zurich:
Now Assist for CPQ (sn_som_gen_ai_cpq): Now Assist for CPQ is an AI-powered wrapper application designed to streamline CPQ-related workflows.