--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Quote Management release notes for upgrades from Xanadu to Zurich # Combined Quote Management release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich 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 Combined Quote Management Release Notes for Upgrades from Xanadu to Zurich This consolidated release notes document provides ServiceNow customers with a comprehensive summary of all Quote Management enhancements, changes, and important upgrade information from the Xanadu through Zurich releases. It is designed to assist customers in preparing for upgrades by outlining new features, deprecated functionality, activation details, and key considerations across multiple release families. Show full answer Show less ## Key Features * **Xanadu Release Enhancements:** * Add sales agreements to quotes with support for configurable product bundles and child offers. * Location-based quoting allows filtering products by service or installation location and copying line items between locations. * Add covered products such as entitlements, service agreements, and warranties to quotes with start and end dates. * Synchronize quote information with opportunities to maintain accurate sales records. * **Yokohama Release Enhancements:** * Create or apply sales agreements within Quote Management that filter catalogs and set pricing accordingly. * View detailed price adjustments on quote line items to understand net pricing. * Generate branded PDF quote documents with designated signers and integration with DocuSign eSignature for customer signatures. * View hierarchical relationships between parent and child quote line items for better structure visualization. * Receive product offer recommendations to upsell or cross-sell complementary products within quotes. * **Zurich Release Enhancements:** * Apply manual and automatic pricing adjustments on quote line items directly from list views, including bulk edits. * Define price and quantity ramps for product offerings to specify incremental changes over time, applicable to recurring pricing models. * Apply quote header discounts across multiple lines to streamline discounting and improve sales efficiency. * Access detailed subscription revenue metrics including cost and margin calculations at both quote header and line item levels to support profitable deal making. * Dark theme option introduced in the Coral UI for improved readability and reduced eye strain. ## Deprecations and Removals * Deprecated columns related to recurring pricing in Quote Management database tables during the Xanadu release. * Subscription start and end dates deprecated in Yokohama; replaced by contract start and end dates for subscription term calculations. * No removals or additional deprecations noted in the Zurich release. ## Upgrade and Activation Quote Management must be installed or upgraded by requesting it from the ServiceNow Store. For PDF document signing capabilities, customers should install the **Docusign eSignature Spoke** plugin (sndocusignspoke). Detailed activation and installation instructions are included in each release family's notes. ## Additional Information * **Browser and Accessibility:** No changes to browser requirements were introduced. Accessibility improvements include a new Coral theme with a dark mode option. * **Localization:** No specific localization changes were reported. * **Highlight Summary:** Key capabilities added over the releases include advanced sales agreement management, location-based product filtering, detailed pricing transparency, PDF quote generation with e-signature, hierarchical quote views, offer recommendations, enhanced discounting options, and subscription revenue analytics. ServiceNow customers upgrading Quote Management from Xanadu to Zurich can expect a more streamlined quoting process with improved pricing flexibility, better integration with sales opportunities, enhanced document generation, and comprehensive profitability insights, all designed to increase sales efficiency and accuracy. Consolidated page of all release notes for Quote Management from Xanadu to Zurich. ## 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 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 Quote Management to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-quotemanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Quote Management. {#dfrn3-quotemanagement-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | [Sales agreement in quotes include product bundles](https://www.servicenow.com/docs/access?context=sales-agreement-mgmt&family=xanadu&ft:locale=en-US) : Add a sales agreement to a quote that contains configurable product bundles with the ability to choose from available child offers and optional characteristics. [Location function filters products and creates line items](https://www.servicenow.com/docs/access?context=quote-using-product-location&family=xanadu&ft:locale=en-US) : Location-based quoting is a new feature where line items can be created for different service or installation locations and agents can copy line items from one location to another. Agents can also filter products in the catalog by location. [Add covered products to a quote](https://www.servicenow.com/docs/access?context=som-quote-add-covered-products&family=xanadu&ft:locale=en-US) : As an agent, add covered products to quote line items. Covered products include entitlements, service agreements, and warranties. Adding a covered product to a quote enables you to add start and end dates for the agreements. [Synchronize a quote with an opportunity](https://www.servicenow.com/docs/access?context=som-sync-quote-with-opportunity&family=xanadu&ft:locale=en-US) : As an agent, synchronize quote information to an opportunity. As quote information changes, use this function to update the opportunity with information from the quote to keep records accurate. | | Yokohama | [Apply a sales agreement to a quote in Quote Management](https://www.servicenow.com/docs/access?context=quote-add-sales-agreement-quotes&family=yokohama&ft:locale=en-US) : Create a new sales agreement or apply an existing sales agreements to a quote. When a sales agreement is enabled in a quote, the products and services added to the quote are also added to a sales agreement. When an existing sales agreement is added to a new quote, the catalog is filtered to show the products and options from the sales agreement, the price list is set to the agreement price list, and the sales agreement line is referenced on quote line. [View price adjustment details for a quote line item](https://www.servicenow.com/docs/access?context=view-price-adjustment-details-for-quote-lines&family=yokohama&ft:locale=en-US) : Agents gain visibility into the price adjustments that were applied to the base and list price of the product ordered. This provides sales agent the visibility of how the net price is determined. [Quote PDF documents generation](https://www.servicenow.com/docs/access?context=quote-create-pdf-document&family=yokohama&ft:locale=en-US) : Generate a quote PDF document. Quote PDF documents can have designated signers and be emailed to customers for signatures through Docusign. Customers can also create PDF templates that reflect customer branding and logos. [Hierarchical quote line list view](https://www.servicenow.com/docs/access?context=quote-management-view-hierarchical-line-items&family=yokohama&ft:locale=en-US) : View quote lines as a hierarchical list. Agents can then view parent and child relationships for quote line items. [Product offer recommendations for quotes](https://www.servicenow.com/docs/access?context=quote-get-product-offer&family=yokohama&ft:locale=en-US) : Enable your agents to get product offer recommendations that complement or supplement existing products within a quote. | | 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. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Quote Management features. {#dfrn3-quotemanagement-summary__entry__18} | 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 Quote Management features or functionality were removed. {#dfrn3-quotemanagement-summary__entry__26} | 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 Quote Management features or functionality were deprecated. {#dfrn3-quotemanagement-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | The following table columns are deprecated from Quote Management.{#dfrn3-quotemanagement-summary__entry__38} | Table name | Column name | |-|-| | sn_quote_mgmt_core_quote_line_item | cumulative_monthly_recurring_price, cumulative_annual_recurring_price | | sn_quote_mgmt_core_quote | total_monthly_recurring_price, total_annual_recurring_price, total_recurring_price | [Table 1. Deprecations for Quote Management] | | Yokohama | The Subscription start date and Subscription end date have been deprecated starting with the Q2 2024 release. Use the Contract start date and Contract end date to calculate Terms for setting subscriptions for recurring products. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Quote Management. {#dfrn3-quotemanagement-summary__entry__48} | Release | Release notes | |-|-| | Xanadu | Install Quote Management by requesting it from the ServiceNow Store. | | Yokohama | 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=yokohama&ft:locale=en-US). | | 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. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__56} | 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 Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__64} | 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 Quote Management, such as specific requirements or compliance levels. {#dfrn3-quotemanagement-summary__entry__72} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | 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. | [ ] ## Localization information If there are specific localization considerations for Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__80} | 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 Quote Management we have noted them here. {#dfrn3-quotemanagement-summary__entry__88} | Release | Release notes | |-|-| | Xanadu | * Add covered products to a quote. * Synchronize quote information with an opportunity to help ensure that the information is accurate and complete. * Create sales agreements that contain configurable and bundled products and services. * Add location-based product eligibility, which enables products to be filtered in the catalog based on location. See [Quote Management](https://www.servicenow.com/docs/access?context=quote-management&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | * Enable agents to manage sales agreements in quotes. * Enable agents to view the price adjustments that are applied to the base and list price of a product in a quote. * Enable agents to create PDF documents from a quote using the ServiceNow PDF generator. * Use the hierarchical list view to view parent and child relationships within quote lines. * Provide agents with offer recommendations to upsell or cross-sell products that complement products in quotes. See [Quote Management](https://www.servicenow.com/docs/access?context=quote-management&family=yokohama&ft:locale=en-US) for more information. | | 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. | [ ]