Manage quotes and orders more efficiently with improved performance and flexibility across the transaction lifecycle. Review product attributes in Sales Transaction Line Editor and work with highly configurable products by using increased attribute capacity and an improved layout in the editor. Simplify deal management by cloning transactions with all related records, managing ramp schedules, and selling product variations. Gain better insight into quote data and tax information, and control access to pricing processes.
- Enhance Attribute Visibility in the Sales Transaction Line Editor
Your sales reps can now view up to 200 product attributes for each quote line in the Sales Transaction Line Editor side panel. Attributes use defined display names, and attributes marked as hidden are excluded to improve clarity. - Work More Efficiently with the Enhanced Sales Transaction Line Editor
The Sales Transaction Line Editor (STLE) no longer has a fixed height limit, providing more room to work. The STLE now scales to fill the browser window, maximizing the page real estate to provide a larger, more comprehensive view of quotes and orders. Your sales reps can efficiently view and edit more line items in a single view, with less page scrolling. - Preserve Group Ramp Schedules When Cloning Quotes and Orders
Your sales reps can now clone quotes and orders with group ramp schedules while retaining the original schedule structure. Amendment and renewal quotes with ramp schedules also preserve ramp and segment relationships after cloning. This update reduces manual corrections and helps maintain accurate ramped transactions. - Clone Quotes and Orders with All Related Records
Your sales reps can now clone quotes and orders while retaining all related records, including custom objects, bundles, standalone lines, ramps, and associated actions for amendment, renewal, and cancellation quotes. This enhancement reduces manual rework and maintains consistency with the original transaction. - Sell Product Variations in Quotes and Orders
Sales reps can now sell different versions of a single base product, such as size or color, after you set up product variations in your catalog. Find and add product variations to quotes and orders by using Browse Catalog and Quick Add on the Sales Transaction Line Editor (STLE). Sales reps can view the specific variation attributes in the side panel to ensure accuracy before saving. - Simplify Multi-Year Quoting by Using a Guided Ramp Schedule
Use a guided flow to generate multi-year ramp schedules instead of manually cloning segments. Include trial periods, and select whether to place prorated segments at the beginning or end of a contract to align with your customer's needs. Sales reps can preview and fine-tune the entire schedule before saving changes to the quote. - Renew Ramped Assets Early to Secure Future Revenue
Proactively strengthen customer relationships and increase lifetime value by renewing multi-year ramp schedules before they expire. Sales reps can select ramped assets for early renewal to terminate existing segments and consolidate subscriptions under a single, forward-looking ramp schedule. Get accurate financial reporting by generating credit lines for terminated periods while your reps negotiate new terms for the renewal period. - Adjust Start Dates and Extend Ramp Segments on Amendments
Sales reps and deal teams can now change the start date of an auto-generated ramp schedule on an amendment quote. They can also extend the final ramp segment directly or add more segments during an amendment or early renewal quote. Previously, these adjustments required abandoning the existing quote and starting over. - Handle Complex Product Configurations with More Attributes
Manage complex and highly configurable quotes in standard transactions by increasing the number of product attributes up to 10,000 across all quote lines. - Process More Records for Each Transaction
Increase the number of records persisted for each transaction to reduce saving cycles and improve efficiency for high-volume operations. - Strengthen Document Builder with Robust Service Architecture
Document Builder now runs on a robust, high-scale framework designed to handle your most complex business document needs. This architectural evolution ensures consistent performance and reliability as your organization’s volume of work orders and service appointments grows. - Track Quote and Tax Data with Enhanced Object Visibility
You can now track deal changes and business processes more efficiently with reports on Quote Line Item History and Quote Action records. Improve tax transparency, and view, edit, and add custom tax amounts by using the new Quote Item Tax Item object. Customize the Quote list view by adding custom buttons and quick actions to manage bulk updates or automated quote creation. - Secure Data Access for Pricing with Elevated Permissions
Have business continuity during sales transaction pricing while protecting sensitive data from unauthorized access. Turn on Elevated Data Access for Pricing Quotes and Orders and Procedure Plan Orchestration for Pricing and restrict fields from the context by using custom Apex hooks. The pricing engine accesses the data internally to make sure that a transaction price is correct, but users without field-level security can’t query, view, or modify the fields used to calculate pricing. - Changed Connect REST API in Transaction Management
Query a specific set of fields on an sObject rather than all fields to improve performance. Use the enhanced Read Sales Transaction API to accept an sObject name along with the specific field names to query. - New Invocable Action in Transaction Management
Automate the cloning of quotes and orders along with their related records to streamline sales processes and reduce manual effort.