Combined Customer self-service for Sales and Order Management release notes for upgrades from Xanadu to Zurich

  • Release version: Zurich
  • Updated August 11, 2026
  • 4 minutes to read
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    Summary of Combined Customer self-service for Sales and Order Management release notes for upgrades from Xanadu to Zurich

    This consolidated release notes document provides ServiceNow customers with essential information on upgrading the Customer self-service for Sales and Order Management product from the Xanadu to Zurich release. It highlights new features, important upgrade tasks, and activation instructions to ensure a smooth transition and enhanced customer experience.

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    Important Upgrade Information

    • The Zurich release introduces a new Sales Cart plugin (snsalescart) that delivers an improved order checkout experience and enhanced cart capabilities.
    • Administrators must perform a Post-upgrade order migration to maintain cart contents and prevent customers from losing products added before the upgrade.
    • No changes, removals, or deprecations were reported between Xanadu, Yokohama, and Zurich releases other than the new features noted.

    New Features in Zurich

    • Customer-initiated RFQs: Customers can request quotes for products and services directly from the Business Portal without manual outreach. They can specify budgets, track RFQ status in real time, and convert RFQs into quotes with a single action, accelerating sales cycles and improving quote management.
    • Enhanced Sales Cart capabilities:
      • Persistent cart contents across sessions and devices, allowing customers to resume shopping without losing progress.
      • Ability to download and share cart summaries as PDFs for collaboration and offline order placement, including signing acknowledgment sections.
      • Flexibility to select or modify billing and shipping addresses during checkout.

    Activation and Requirements

    • To enable these features, administrators must request and install the Customer Request for Quote plugin (sncustrfq) and the Sales Cart plugin (snsalescart) from the ServiceNow Store.
    • There are no new browser, accessibility, localization, or additional technical requirements introduced in Zurich for this product.

    Key Outcomes for ServiceNow Customers

    • Empower B2B customers to autonomously request quotes, reducing manual sales effort and accelerating the sales cycle.
    • Deliver a seamless, persistent shopping cart experience that enhances customer convenience and collaboration.
    • Enable straightforward and efficient order creation through improved checkout processes.
    • Maintain continuity and data integrity during upgrade by following required post-upgrade migration steps.

    Consolidated page of all release notes for Customer self-service for Sales and Order Management from Xanadu to Zurich.

    How to use this page

    To help you prepare for your upgrade, we have combined the cross-family Customer self-service for Sales and Order Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich.

    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 Customer self-service for Sales and Order Management to Zurich

    Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    The new order checkout experience and improved cart capabilities are delivered through a new Sales Cart plugin (sn_sales_cart). As an admin, you must perform the Post-upgrade order migration to continue providing a seamless experience for your customers. Failing to perform the upgrade steps can result in your customers losing products added to their carts.

    New features

    Between your current release family and Zurich, new features were introduced for Customer self-service for Sales and Order Management.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich
    Customer-initiated RFQs
    Request quotes for products and services without relying on manual outreach. The RFQ feature in the Business Portal streamlines the quoting process by enabling customers to:
    • Submit quote requests from within their portal experience
    • Specify the overall budget and cumulative target price for each top-level product
    • Track RFQ status and quotes in real time
    • Accelerate sales response time with seamless quote-to-order conversion
    Generate quotes from RFQs
    View all RFQs submitted through the Business Portal in the CSM/FSM Configurable Workspace, eliminating the need for managing and tracking them offline. Convert RFQs into quotes with a single action, accelerating the quote-to-order process, improving turnaround times, and enabling scalable quote management.
    Create orders from the Business Portal
    Deploying the Sales Cart plugin provides the following advantages to your B2B customers when they order products using the Business Portal:
    • Preserve products and configurations added to the cart across sessions and devices so customers can review or update their selections without placing an order. They don't have to start their shopping process all over again if they get interrupted, leave the site, or decide to come back later.
    • Enable better collaboration and decision making by downloading a cart summary in PDF format and reviewing products to be purchased and terms and conditions with business stakeholders.
    • Sign the acknowledgment section and share the cart summary PDF with the seller to place an offline order.
    • Provide the flexibility to select or modify billing and shipping addresses during the checkout process.

    Changes

    Between your current release family and Zurich, some changes were made to existing Customer self-service for Sales and Order Management features.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Removed

    Between your current release family and Zurich, some Customer self-service for Sales and Order Management features or functionality were removed.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Deprecations

    Between your current release family and Zurich, some Customer self-service for Sales and Order Management features or functionality were deprecated.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Activation information

    Review information on how to activate Customer self-service for Sales and Order Management.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich
    Install the following applications by requesting them from the ServiceNow Store:
    • Customer Request for Quote plugin (sn_cust_rfq)
    • Sales Cart plugin (sn_sales_cart)

    Additional requirements

    If any additional requirements were introduced or changed for Customer self-service for Sales and Order Management we have noted them here.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Browser requirements

    If any specific browser requirements were introduced or changed for Customer self-service for Sales and Order Management we have noted them here.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Accessibility information

    Review details on accessibility information for Customer self-service for Sales and Order Management, such as specific requirements or compliance levels.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    Localization information

    If there are specific localization considerations for Customer self-service for Sales and Order Management we have noted them here.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Highlight information

    If there are specific highlight considerations for Customer self-service for Sales and Order Management we have noted them here.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama

    		 No updates for this release.

    Zurich
    • Enable B2B customers to request for quotes (RFQ) from the Business Portal, improving customer autonomy and reducing sales cycle time.
    • Provide a persistent shopping cart experience to your B2B customers.
    • Enable your customers to download and share their cart summary with other stakeholders.
    • Provide seamless order checkout and an easy order creation process to your customers.

    See Self-Service for Sales and Order Management for more information.