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Release Notes

Release 2408.1 - 10/16/2024

Release 2408.1

Scheduled on Wednesday, 10/16/2024

This release introduces significant enhancements to pricing functionality, improving Price Tag usability, alongside new features in Lifecycle Manager such as configurable billing settings in line buckets and a preview of the Order Form Generator. Additionally, it improves billing processes with cross-page record selection for batch actions and invoice template localization.

Feature Enhancements

Price Builder

Price Tag Usability Enhancements

In this release we’ve implemented the following improvements to price tag functionality that will enhance usability for sales reps and provide more control for system administrators:
- Display additional pricing information
  - Sales reps can now view additional price book fields in the Pricing page header, including list price, custom fields (e.g. Min/Max prices) and up to 5 additional pricing attributes configured by admins.
  - Administrators can customize which fields are displayed by adding them to the "Pricing Attributes" field set on the Price Book Entry object.
  - When creating or editing a price tag, the pricing header information is now displayed in the popup for easy reference. If there are no fields added in the Pricing Attributes field set on the Price Book Entry object, we will not display the pricing header information for backward compatibility.
- Enhance the user experience of creating and editing price tiers in Price and Discount Tags
  - When a user modifies the ending unit of a price tier, the starting unit of the subsequent tier is updated automatically. This reduces manual data entry and the need for double-checking tier boundaries, minimizing the risk of pricing inconsistencies and gaps between tiers.
- Introduce new system option to automatically apply price and discount tags to children lines
  - A new system-level configuration option: "Automatically apply newly added price tags to child line items" is available under System Settings → Quotes and Orders → Line Editor. When enabled, new price tags on bundle items are automatically applied to all child items without prompting the user. By default, this option is not enabled.

Lifecycle Manager

Configure Billing Settings in Line Buckets

This feature allows sales reps to configure billing settings directly within line buckets when splitting a quote into orders.
Sales reps can now set the following billing-related fields for each line bucket. These fields are defaulted to match the quote header but can be modified as needed.
- Payment Method
- Payment Methods
- Payment Term
- Billing Period
When finalizing a bucket into an order, the specified billing settings will be carried over to the generated order. The order products of the newly created order will also inherit the Billing Period set on the bucket. This feature is particularly useful for sales reps who need to split a quote into multiple orders with different billing arrangements.

Order Form Generator (Preview)

We're excited to introduce the Order Form generator, a powerful new tool designed to streamline your sales process and enhance customer interactions. This feature allows you to create customized order forms directly within our platform, eliminating the need for third-party document generators.
Key capabilities
- Template Management
  - Create and manage Order Form templates.
  - Copy and modify existing templates.
  - Publish templates and set a system default.
- Preview Order Form
  - Sales reps can now view the Order Form in a new browser tab by clicking the 'Generate Quote PDF' button on the Quote Detail page.
  - The system will use the template specified in the Default Template Id field. If no default template is set for the current quote, it will fall back to the associated entity's template or the system default template.
- PDF Download
  - Users can download the Order Form as a PDF by clicking the 'Download' icon on the PDF preview page.
  - The downloaded file will be named "Order Form - {quoteName}.pdf".
This feature is currently in preview. Please contact your account manager for more information and early access.

Everything Billing

Ability to select records across multiple pages for batch actions

This feature allows users to select records (invoices/credit memos/usage data) across multiple pages in list views and perform actions (activate/cancel/delete) on all selected records in batches. Actions are processed asynchronously in the backend for improved performance.
The feature also enables users to select all records that meet their current filter criteria, regardless of pagination, and clear their selection with a single click.
This enhancement is particularly beneficial for RevOps managers and other users who frequently work with large datasets. It significantly reduces the time and effort required to perform bulk actions on records spread across multiple pages.

Invoice Template Localization

Number and date/time fields in invoice templates now automatically adjust to the organization's set language locale.
When previewing or editing an invoice template, users will see the formatted fields exactly as they will appear in the final invoice.
Note that the Invoice Template feature is currently in preview. Please contact your account manager for more information and early access.

Bug Fixes

Lifecycle Manager

Sub-bundles marked as "required" within another bundle could be removed on the Quote editor page

The "remove" option has been disabled for sub-bundles that are marked as "required" within a parent bundle. Users will no longer be able to accidentally remove essential components from their quotes. This ensures that mandatory components are always included in the quote.