Improve quote clarity and workflow efficiency with new controls. Manage larger orders and link cloned quotes directly to opportunities. Protect your data by retaining original pricing and confirming line item deletions.
- Associate Cloned Quotes with New or Existing Opportunities
Associate a cloned quote with a different existing opportunity or a newly created one directly within the cloning workflow and eliminate manual re-association steps for your sales team. Previously, sales reps had to clone a quote and then manually re-associate it with the correct opportunity in a separate step. Consolidating these actions streamlines the sales process and reduces data entry errors. - Retain Original Asset Pricing During Modifications
Preserve original asset prices during Move, Add, Change, Delete (MACD) operations in Enterprise Sales Management by defining attributes in Industries CPQ. Now, pricing calculations run only when you modify a price-impacting attribute, such as a manual override, applied discount, or quantity change. Updates to non-price attributes no longer trigger automatic repricing. Industries CPQ identifies these attributes via attribute-based pricing. This feature requires Standard Cart APIs to be enabled. - Prevent Unnecessary Action Status Updates During MACD Operations
Preserve the Existing status on asset line items when Move, Add, Change, Delete (MACD) rules update attribute properties without altering the actual values. Industries CPQ compares the original and current values so that only actual data modifications trigger a Change status. Previously, both value modifications and metadata changes triggered a status update to Change. This feature requires Standard Cart APIs to be enabled. - Accelerate Sub-Order Creation with Scaled Batch Sizes
Streamline your quote-to-order process by using scaled batch sizes to generate sub-orders faster within Enterprise Sales Management. Enable your sales reps to convert high-volume quotes efficiently while maintaining system stability and staying within query limits. - Confirm Deletion of Quote Line Items in the Summary Tab
The Summary tab prompts for confirmation when you delete a Quote Line Item in an Enterprise Sales quote. This step prevents accidental removal and confirms that the deletion is intentional. - View Placeholders for Hidden Attributes in Enterprise Sales Quotes
Get immediate context regarding attribute visibility in the Enterprise Sales Quote interface. When catalog configuration rules hide attributes, a placeholder UI label now appears rather than the fields disappearing. This UI label helps sales reps focus on customer-relevant data during the quoting process. - Process Large Enterprise Quotes with Enhanced Stability
Manage your large enterprise deals with a robust, optimized processing engine. Your sales reps can execute bulk Move, Add, Change, Delete (MACD) operations without timeouts or system instability. High-volume datasets previously caused transaction failures and governor limit errors, leading to breakdowns in the quoting workflow.