--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Quote Management release notes for upgrades from Yokohama to Zurich # Combined Quote Management release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 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 Yokohama to Zurich This consolidated release note page provides ServiceNow customers with essential information about upgrading Quote Management from the Yokohama release family to Zurich. It details new features, changes, deprecations, and activation steps to prepare you for a seamless upgrade experience. Show full answer Show less ## New Features * **Yokohama Enhancements:** * Apply sales agreements to quotes, which automatically filter catalogs and set price lists based on agreements. * Visibility into price adjustments on quote line items, allowing agents to understand net price calculations. * Generation of quote PDF documents with support for designated signers and integration with DocuSign for electronic signatures. * Hierarchical quote line list view, showing parent-child relationships between quote line items. * Product offer recommendations to help agents upsell or cross-sell complementary products within a quote. * **Zurich Enhancements:** * Ability to add, view, and edit manual price adjustments directly from the quote line list view, streamlining management of both automatic and manual pricing changes. * Support for price and quantity ramps on quote line items to define incremental pricing and quantities over time, with flexible ramp application on parent and child items. * Introduction of a quote header discount feature enabling application of discounts across multiple quote lines simultaneously, enhancing efficiency and consistency. * Subscription revenue metrics providing detailed cost and margin calculations at both quote header and line levels to support informed discounting and prevent unprofitable deals. ## Changes and Removals There were no updates, removals, or changes to existing Quote Management features reported for either Yokohama or Zurich releases. ## Deprecations Starting with the Q2 2024 release, the **Subscription start date** and **Subscription end date** fields have been deprecated. Use **Contract start date** and **Contract end date** instead for calculating terms on recurring products. ## Activation Information * Quote Management must be installed by requesting it from the ServiceNow Store for both Yokohama and Zurich releases. * To enable PDF document signing with DocuSign, the **DocuSign eSignature Spoke plugin (sndocusignspoke)** must be installed. * Refer to the ServiceNow Store for app availability and cumulative release history. ## Additional Information * **Accessibility:** The Zurich release introduces a dark theme option in the new Coral theme for improved readability and reduced eye strain on web and mobile. * **Browser and Localization:** No new updates or requirements were introduced. ## Practical Benefits for ServiceNow Customers * Improved quoting efficiency through hierarchical views, sales agreement integration, and bulk discount application. * Enhanced pricing flexibility with manual adjustments and ramped pricing models, supporting complex sales scenarios. * Better visibility into pricing, costs, and margins enabling sales agents to make informed decisions and avoid unprofitable quotes. * Streamlined document generation and signature workflows via PDF templates and DocuSign integration, facilitating faster customer approvals. * Compliance with updated data handling practices by shifting from subscription dates to contract dates for recurring products. Consolidated page of all release notes for Quote Management from Yokohama 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 Yokohama 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__20} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__32} | Release | Release notes | |-|-| | 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__38} | Release | Release notes | |-|-| | 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__44} | Release | Release notes | |-|-| | 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__50} | Release | Release notes | |-|-| | 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__56} | Release | Release notes | |-|-| | 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__62} | Release | Release notes | |-|-| | 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. | [ ]