Combined Quote Management release notes for upgrades 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.


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.


Release	Release notes
Xanadu	Sales agreement in quotes include product bundles 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 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 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 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 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 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 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 View quote lines as a hierarchical list. Agents can then view parent and child relationships for quote line items. Product offer recommendations for quotes 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 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 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: Ramp the parent line item, which automatically applies ramps to all child line items. 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 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 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.


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.


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.

Release

Release notes

Xanadu

The following table columns are deprecated from Quote Management.

Table 1. Deprecations for Quote Management
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

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.


Release	Release notes
Xanadu	Install Quote Management by requesting it from the ServiceNow Store.
Yokohama	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 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.
Zurich	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 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.

Additional requirements

If any additional requirements were introduced or changed for Quote 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 Quote 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 Quote Management, such as specific requirements or compliance levels.


Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	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.


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.


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 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 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 for more information.