Nue Knowledge Center

🚀 docid\ k67msgluccrefjhxypfkt is now live in sandbox and production ! access all previous release notes docid\ k 9omks6umymejq0dvy2n welcome to the nue knowledge center nue is the modern quote to revenue platform built for today’s omnichannel world — designed to power all revenue models , including recurring, one time, milestone based, usage based, and credit based monetization by unifying cpq and billing in one seamless system, nue lets you manage the full lifecycle from quote to cash across direct sales, partner, and self serve channels with speed, precision, and control nue is intuitive, metadata driven, and composable , with api and ui components that enable tailored integrations and workflows it is natively embedded in salesforce and extended to a scalable billing platform hosted on aws , making it both familiar and future proof ✨ nue ai adds a new layer of trustworthy, context aware intelligence to revenue workflows powered by mcp (model context protocol) servers and agentic services , it connects live revenue data to ai models in a secure, model agnostic way this enables assistants to answer complex questions , summarize records across multiple systems , and take guardrailed actions across quoting, subscriptions, invoicing, and more — all through intuitive, chat based interfaces in salesforce and the nue app designed to fit perfectly into your enterprise ecosystem , nue integrates with systems for revenue recognition, accounting, taxation, invoicing, and more — so you can go live faster, automate confidently, and scale without friction this knowledge center provides step by step guides, best practices, and smart tools to help you configure, quote, bill, and grow with confidence — now with the power of nue ai and mcp servers to orchestrate intelligent, actionable workflows across your revenue stack get started docid\ um76ywllx 490lqnct37m this guide provides step by step instructions for using the platform to quickly and easily build products, bundles, and pricing structures docid\ da zwshqzxt9slyxaudz8 this guide provides step by step instructions for you to create accurate and detailed quotes and orders quickly and easily using nue products and bundles with advanced pricing docid\ xlcawtnwajhod4kh3jtex this guide provides step by step instructions to create quotes, orders, and manage the lifecycle of subscriptions, assets, and entitlements docid\ abbfyhjkhdna xkzn9unf in this tutorial, we will help you understand the important pricing fields of quote and quote line items docid kmr5h0okaz ohpkklmf7 learn how subscription quoting and billing aligns with start dates and how prorations works docid\ sncsw9ztatp9btohkwreb "ask nue!" serves as an ai copilot, designed to assist nue admin users in querying and getting answers about how to use nue effectively tutorial docid k5nhjwbtsswd4zwdax7b nue price builder allows administrators to define complex pricing strategies tailored to their business needs it supports a wide range of pricing models, including flat rate, tiered, volume based, and percentage discounts, and enables the use of multi attribute pricing based on customer, product, or contextual criteria price builder introduces advanced concepts such as price tags, dynamic product options, and bundling logic, giving teams the ability to construct highly customizable and scalable price books docid\ vefkb3pyyyh5fpedaiswz nue quote builder offers a streamlined and flexible interface for creating accurate and dynamic quotes directly within salesforce at its core is an intuitive and fast line editor that embeds nue’s pricing engine, enabling real time price calculations based on configured pricing rules, discounts, and bundling logic users can easily customize product configurations, apply pricing adjustments, and preview quote totals instantly docid\ kar23b1lzhrfi2btlkayy nue lifecycle manager provides a centralized, powerful interface for managing the entire lifecycle of a customer’s subscription, with a strong emphasis on handling mid term changes efficiently and accurately whether customers need to upgrade, downgrade, swap products, extend terms, adjust billing frequency, or apply credits, lifecycle manager allows operations and finance teams to make these changes with precision—without disrupting the overall contract or revenue flow docid 6spy7uwdrh3cxebw1jq1i everything billing provides a centralized, flexible billing engine that supports a wide range of monetization models, including subscriptions, usage based billing, one time charges, credit memos, and adjustments it allows you to configure billing rules at the product or plan level, define custom billing schedules, and support complex invoicing logic across customers, entities, and geographies with support for mid cycle changes, proration, billing groups, and deferred charges, everything billing ensures that invoices are generated accurately and consistently based on business logic docid\ k90o62so2ysbmoiiqaseu this document outlines the collection use cases applicable to most, if not all, integrations with payment systems these use cases are designed to ensure that regardless of the specific payment system used, the collection processes are efficient and the data integration is seamless docid\ jk4zddocfe8f73jy23igq nue usage accelerator is designed to support a wide range of usage based billing models—enabling finance and operations teams to configure, monitor, and bill for variable consumption with precision it supports scenarios like overage usage, credit burndown, pay as you go, and tiered usage, allowing businesses to flexibly monetize consumption across product lines with usage accelerator, you can define usage metrics and rating rules, ingest usage data from internal or external systems, and automatically calculate charges based on contractual terms docid 9lctnb vnihjti0lzwte4 revenue lifecycle intelligence delivers a powerful framework for tracking, analyzing, and optimizing revenue performance across the entire lifecycle—from quote to cash built for scale and visibility, it equips revops, finance, and executive teams with deep insights into subscription growth, billing efficiency, and collections health docid\ w4wtpltp8 zv7ha1l0vne the nue platform is the foundational infrastructure that powers all of nue’s revenue lifecycle products with a flexible, scalable, and api first architecture designed to support complex enterprise operations, it provides the core services required to manage product configurations, automate processes, and integrate seamlessly with other systems docid 50a4puctzwkzggwtdavz5 integrations at nue are designed to connect and orchestrate your entire revenue tech stack—seamlessly bridging crm, erp, payments, tax, e signature, and revenue recognition systems nue provides a robust, api first integration framework, along with a series of pre built connectors, to ensure data consistency and workflow automation across the quote to revenue process nue’s integration architecture supports both real time and asynchronous syncs, with detailed logging and transaction monitoring through the nue transaction hub docid\ uvjhtl3sj45ngaave u9o this article contains answers to faq docid\ c smcz4sfxb8btidngp0n nue ai brings mcp servers and agentic services purpose built for revops, enabling intelligent, context aware automation across quoting, bililng and customer lifecycle use cases docid\ cao1vo3zv3soiywbwt3a5 learn how to configure subscription ramp pricing docid\ exopjwchw1n svqajohcy billing periods decided how often customers get their bills docid\ io7 khqjryswukl2kdrzr choosing any billing account when creating a quote allows you to select any partner, reseller or third party vendor as the bill to account docid\ gjwoxdpyiekq2vm1aomxq setting a product price floor serves to establish a minimum threshold for pricing to ensure revenue stability docid ukxvvfevklrjcxuqcojn this tutorial will walk through how to support a partner sharing agreement during quoting docid zocnhyw7yvkroin16ql8 create custom payment terms tailored to your specific business requirements docid\ aoh1oedum qkwalgwpkfy update the information of the active order based on your business requirements docid\ o 0igphmo7s rhoz26g0i learn how to create custom auto numbering schemes for invoices, credit memos, and more! how to guide docid\ nqlvwvqr863ligilys8 s these articles help you learn to configure and customize nue lifecycle manager docid\ kmlu0xqexpbrzrj8xcz47 these articles help you learn to create platform plugins, configure objects and layouts, and query recores in nue developer resources docid\ hb6nzo8y623kkzugavf z the object model in nue connects quoting, pricing, subscriptions, and billing into a unified structure price builder defines products, price books, pricing attributes, and bundles to support dynamic, multi attribute pricing quote & order objects handle product selection, split logic, and activation into bill ready orders lifecycle manager manages subscriptions and mid term changes through change orders and subscription lines everything billing handles invoicing, credit/debit memos, billing schedules, and integrations with payments and revenue systems docid\ upanqs 1lf0n z1z uh55 nue provides apex global methods and services to support custom automations within salesforce these include utilities for generating change quotes and orders, applying pricing logic, managing billing operations and other miscellaneous utility methods designed for extensibility, these methods allow salesforce developers to build advanced workflows that leverage nue’s pricing and billing engine directly from apex code docid\ goewmdsoxpchsjenz4bss in this guide, we'll take you through using our apis and ui components to create orders, subscriptions, assets, and entitlements docid\ yadotd27snj3 cghjmm51 in this guide, we'll walk you through how to use the client side pricing engine to calculate prices for new orders and subscription changes directly on the client side docid\ sibvpgpythcx0ci y93ke this guide provides instructions on how to use nue apex test utils to quickly create quotes, orders, line buckets in nue to meet the apex code coverage requirements submit a support ticket we hope you're enjoying using nue and that it's helping you streamline your sales process and drive growth if you ever run into any issues or have any questions, our customer success team is always here to help just shoot us an email at mailto\ support\@nue io , and we'll get back to you as soon as possible our team is dedicated to making sure you get the most out of nue, so please don't hesitate to reach out if you need anything thanks for choosing nue!