Release 2601

🚀 release 2601 is live in sandbox 🗓️ production deployment is scheduled for february 10, 2026 this release introduces significant ai powered enhancements to nue, including the ✨ price builder chatbot ✨ for no code custom pricing plugin management such as enforcing inclusion/exclusion rules and non discountable product protections directly in the line editor ai guided subscription upgrade/downgrade/swap workflows, and dynamic quote pdf generation with entity aware template selection lifecycle manager is enhanced with new header level plugin triggers that respond to changes on fields like discounts, term, and start date, as well as inline surfacing of validation errors, warnings, and info messages in the line editor to guide users in real time platform capabilities are further expanded with docusign webhook integration for real time e signature tracking, configurable self service checkout flows, and support for the latest ai models from openai, anthropic, and google bug fixes address dunning email delivery issues, including correct graphql query generation and expanded recipient support via the bill to contact email field feature enhancements nue ai ✨ price builder chatbot ✨ the price builder chatbot is an ai powered assistant embedded in the quote line editor it enables authorized users to create, deploy, manage, detect and resolve conflicts, and delete custom pricing plugins through a conversational interface no coding required by streamlining plugin management within the quoting workflow, this feature dramatically reduces manual effort, accelerates testing cycles, and makes advanced pricing logic accessible to both non developers and technical users price builder chatbot embedded in the quote line editor why it matters reduces manual overhead for pricing logic deployment, allowing revops and pricing teams to create, test, and manage complex rules without writing or deploying code manually accelerates iteration cycles for pricing and discount strategies, letting teams quickly preview and deploy updates directly within the line editor increases security and control with fine grained, role based permission management, ensuring only authorized users can access and operate the chatbot learn more customer use cases use case 1 volumn discounts volumn discounts a revops manager wants to apply a new volume discount to a specific product category instead of requesting engineering support, they open a quote, launch the price builder chatbot, and describe the desired logic in natural language (“apply a 10% discount for orders over 100 units in category y”) the chatbot generates, previews, and deploys the plugin instantly the manager tests the logic directly in the editor, saving days of manual effort and avoiding code errors use case 2 inclusion and exclusion rules inclusion and exclusion rules the business requires that certain products are only available when others are present (inclusion rules), or that some products cannot be quoted together (exclusion rules) the revops manager asks the chatbot to create these rules in plain english such as “product a must be included if product b is present” or “product c and d cannot be in the same quote ” the chatbot builds and activates the required ui plugin, enforcing the logic and giving users clear in app messaging use case 3 non discountable product rules non discountable product rules some products, such as platform fees or premium services, must never be discounted even if a quote level discount is applied the manager directs the chatbot to enforce non discountable status for those products, resulting in a plugin that blocks discounts on those skus and displays warning/info messages if users attempt to override this rule for more details about this feature, please refer to docid 7v yj6wavitsfru7vzoma enforce non discountable product rules via price builder chatbot this feature enables revops users to harness the price builder chatbot, embedded within the quote line editor, to create, deploy, and manage custom line editor extensions that enforce non discountable product rules using natural language instructions rather than code specifically, users can instruct the chatbot (e g , “prevent header discounts from applying to onetime products like professional services”) to generate a plugin that blocks header level discounts (such as a 10% discount at the quote header) from propagating to line items marked as non discountable, such as those with a revenue model of "onetime " however, sales reps retain the ability to manually edit discounts at the line level for these items the ui gives clear feedback (info messages) on affected lines, ensuring enforcement is transparent and intuitive why it matters ensures compliance with contractual and partner requirements by preventing unauthorized discounting of specific skus or product types (e g , professional services, usage products) reduces operational overhead and manual errors by automating discount eligibility enforcement, eliminating the need for custom validation rules or engineering changes improves sales accuracy and protects margins by minimizing accidental or unauthorized discounting, thereby building customer trust and safeguarding revenue learn more cusotmer use case a revops manager at a saas company instructs the price builder chatbot to prevent header level discounts from applying to all professional services products (revenue model "onetime") when a sales rep applies a 10% discount at the quote header, the system automatically ensures that the discount is only propagated to eligible products, while professional services lines remain unchanged the sales rep sees an informational message on the affected lines (“services products cannot be discounted”), ensuring quoting stays in compliance with company policy if the sales rep needs to adjust the discount on these lines, they can still do so manually at the line level, but the header discount will not override their changes services products cannot be discounted how it works revops users launch the price builder chatbot in the quote line editor (with appropriate permissions) users give natural language instructions to define which products should be non discountable (e g , by sku, product family, or revenue model) the chatbot generates and deploys a ui plugin that listens for changes to header level discount fields (discount, discountamount, totalprice) when a header/group level discount is applied, the plugin prevents propagation to non discountable lines and displays info messages or lock icons on those fields sales reps can still manually edit discount fields on non discountable lines; the header plugin only prevents automatic propagation the plugin recursively checks all parent and child line items (including bundles and nested add ons) to ensure non discountable rules are enforced throughout the quote technical details plugins are written in javascript (ecma 2019) and reference system variables (e g , $$headerobject, $$updatedlineitems) plugin logic is triggered on header field changes (plugin type = headerobject ) and can also support other events (e g , after calculation, line edits) messaging (info, warning, error) is surfaced at line or header level, using built in ui messaging apis plugin management (deploy, undeploy, delete) is handled directly via the chatbot interface only users with the “price builder chatbot” permission can access these features dependencies and limitations the price builder chatbot must be enabled and the user’s role granted the proper permission the plugin only prevents propagation of header/group level discounts to non discountable products; it does not prevent sales reps from editing discounts directly at the line level additional plugins may be needed to prevent users from editing discounts if a product’s non discountable status is changed after a quote is created, existing quotes are not retroactively updated—only new or updated quotes reflect the new rule custom discount enforcement logic outside the plugin (e g , legacy validation rules, custom apex triggers) must be reviewed for conflicts some edge cases (e g , deeply nested bundles, custom integrations) may require additional validation or testing this feature delivers industry standard, ai driven automation of discount eligibility rules, streamlining revops workflows and empowering teams to enforce compliance and protect margins, all through the convenience of a natural language chatbot upgrade, downgrade, or swap subscription via guided quote/order flow this release introduces a robust, ai powered workflow enabling sales representatives to create quotes or orders for upgrading, downgrading, or swapping existing subscriptions directly within the nue platform the feature leverages the customer chatbot and lifecycle manager ui to guide users through multi step flows, including product relationship discovery, uom (unit of measure) selection, effective date picking, and real time validation why it matters accelerates sales cycles by automating complex subscription amendments (upgrade, downgrade, swap) and minimizing manual errors improves customer experience via ai driven guidance, clear summaries, and seamless quote/order generation and approval workflows ensures operational consistency and compliance by synchronizing validated changes to billing systems and supporting detailed proration, sequencing, and bundle/add on constraints learn more customer use cases use case 1 a sales rep receives a customer request to upgrade from a pro to an enterprise plan mid term using the chatbot, the rep selects the upgrade action, chooses the new product and uom, and picks an effective start date the system validates the path, calculates proration, presents a quote summary, and enables the rep to share a smart link for customer approval once approved, the order is processed and billing updated automatically use case 2 a customer wants to downgrade their plan and remove certain add ons the rep initiates a downgrade via the ui, selects the new configuration, and the system enforces business rules such as minimum term and bundle integrity error messages guide the rep if any constraints are violated the workflow produces an accurate quote reflecting the requested changes and proration, which is sent to the customer for review use case 3 a sales rep needs to perform a product swap for a customer—moving from one integration to a newer version, with an option to maintain the same total price the guided ui allows the rep to select the "same price swap" option the system applies the correct pricing logic, validates the swap relationship, and automatically updates the subscription and billing records for more info about this feature, please read generate quote pdfs with dynamic template selection sales reps and revops users can now ask ✨ nue ai in the customer chatbot to generate quote documents and pdfs, using the right quote template per customer/entity nue ai handles template selection, magic link generation, and pdf download links for you—entirely via chat, without leaving the customer chatbot experience why it matters chat native workflow users stay in the customer chatbot and simply ask nue ai to produce quote docs, instead of navigating separate "generate pdf" flows, for a single customer, or across multiple customers entity aware templates the chatbot automatically scopes available quote templates by the customer's entity, ensuring the right branding and legal terms are used for each account smart sharing the chatbot returns a quote smart link plus a downloadable pdf, so users can preview in browser or attach/send the pdf as needed leverage the latest ai models from providers nue now supports the latest 2 ai models across all three supported ai providers openai, anthropic, and google the supported models are openai gpt 5 2 and gpt 5 anthropic claude opus 4 5 and claude sonnet 4 5 google gemini 3 pro and gemini 3 flash customers who already have contracts with openai, anthropic, or google can use their own api keys in nue and directly select from the latest 2 models offered by that provider all ai powered features—such as chatbots, quote summaries, and order summaries—can now leverage the latest, most capable models, ensuring optimal performance and flexibility add multi currency support in nue ai nue ai now supports multi currency across all quoting and order management features, including change quotes/orders, customer and summary views this enhancement enables organizations to create, manage, and summarize quotes and orders in multiple currencies, ensuring accurate pricing, currency display, and compliance for global sales operations multi currency support for change quotes and orders users can now create and manage change quotes and change orders in any enabled currency all calculations, pricing, and summaries reflect the selected currency, supporting seamless global transactions accurate currency display in summaries both quote and order summaries now display the correct currency symbols and codes (e g , ca$ for canadian dollar, jpy for japanese yen), ensuring clarity for international customers and internal teams customer and quote/order summary enhancements the dcustomer (customer summary), quote summary, and order summary pages have been updated to fully support and display multi currency information, including correct currency formatting and conversions where applicable ai driven multi currency operations nue ai’s intelligent assistants and automation workflows now operate with full awareness of multi currency settings, enabling accurate record summarization, guardrailed actions, and reporting across currencies lifecycle manager support triggering line editor plugins when header level fields are updated previously, line editor plugins with the any trigger type could run only in response to line level field changes in this release, header level field changes can now also trigger line editor plugins plugins can now be configured with trigger types headerobject or any , allowing them to respond to updates on header fields as well as line items this enables new use cases such as validating header level fields (for example, start date or term) propagating header level discounts while skipping non discountable product lines enforcing quote wide rules based on header changes learn more example plugin property value name start date validation status ✅ active trigger ui afteredit plugin type headerobject description validates that the header subscriptionstartdate must be at least 5 days from today shows an error message if the start date is less than 5 days from today console debug("\[nue pricing plugin] start start date validation 5 day minimum"); if (!$$changedheaderinfo || $$changedheaderinfo updatedfield !== "subscriptionstartdate") { console debug("\[nue pricing plugin] no header subscriptionstartdate change detected, skipping"); } else { const newstartdate = $$changedheaderinfo newvalue; if (!newstartdate) { console debug("\[nue pricing plugin] start date is empty, clearing any existing error"); $$removemessage({ lineid null, field "subscriptionstartdate" }); } else { const startdate = new date(newstartdate); const today = new date(); today sethours(0, 0, 0, 0); const mindate = new date(today); mindate setdate(mindate getdate() + 5); if (startdate < mindate) { console debug("\[nue pricing plugin] start date is less than 5 days from today, showing error"); $$addmessage({ lineid null, field "subscriptionstartdate", level "error", message "subscription start date must be at least 5 days from today " }); } else { console debug("\[nue pricing plugin] start date is valid (at least 5 days from today), clearing error"); $$removemessage({ lineid null, field "subscriptionstartdate" }); } } } console debug("\[nue pricing plugin] end start date validation 5 day minimum"); enforce discount eligibility for header level discounts this release introduces an enhancement to the nue quote/order line editor when a user applies a quote level (header level) discount, the system now automatically prevents discounts from being applied to designated non discountable products this is achieved through a plugin enhancements that intercepts discount propagation triggered by a header level field change discount, discount amount, or total price clearly informs users in the ui, and ensures backend enforcement so protected products always remain at list price why it matters ensures policy and contractual compliance by preventing unauthorized discounting of protected products like services or platform fees reduces manual effort and quoting errors, eliminating workarounds or custom rules for discount exclusion delivers a clear, guided user experience with real time feedback, minimizing support tickets and training needs learn more customer use case use case 1 mixed quote with non discountable services a sales rep prepares a quote containing both software subscriptions and professional services when they apply a 15% discount at the quote header, the system automatically excludes the service lines from the discount the ui displays an info message—“services products cannot be discounted”—on the affected lines the rep proceeds with confidence, knowing that pricing policy is enforced without manual intervention use case 2 partner sell through product at list price a revops manager configures a quote for a reseller deal, which includes the nue platform sku that must never be discounted when a header level discount is entered, the platform lines are automatically locked at list price, and the rep sees a message “the quote level discount cannot be applied to nue platform lines ” this ensures contractual compliance and streamlines the quoting process use case 3 nested bundles with exclusions a quote includes a bundle with both discountable and non discountable (service) child products when a quote level discount or target total price is set, only the eligible bundle components receive the discount the plugin checks both parent and child items, and any non discountable line (or nested line) is protected, with clear ui indicators this prevents accidental underpricing of services within complex bundles how it works when a user changes quote level discount fields (discount, discountamount, or totalprice), the plugin scans all line items and their children if a line item matches non discountable criteria (e g , pricemodel = "onetime" or sku = "nue platform") the system prevents the discount from being applied (sets keepdiscretionaryprice) an info message is displayed explaining the exclusion removing the discount clears the warning the backend pricing engine also honors the keepdiscretionaryprice flag, fully protecting non discountable products even in bulk or ramped scenarios technical details non discountable detection is automated via sku and price model—no manual config per quote info level messages are dynamically added/removed based on user actions in the line editor the pricing engine skips line items with keepdiscretionaryprice during discount allocation, including in ramped/related item logic plugin logic is recursive applies to both parent and child (nested) line items all actions are traceable for audit and compliance for more information, please check out docid\ x6e13mb90quos 12c1pig use $$addmessage and $$removemessage helper functions in nue line editor plugins to surface and manage validation errors, warnings and informational notices the document outlines the use of the $$addmessage and $$removemessage helpers in nue ui plugins to manage validation errors, warnings, and informational notices on quote and order headers and line items this feature will be available in release 2601 the $$addmessage function allows developers to indicate blocking errors, provide guidance, and display messages as bell icons in the ui messages can be categorized into three levels error (red), warning (orange), and info (teal), each serving different purposes based on the severity of the issue why it matters this functionality is crucial for enhancing user experience by providing real time feedback during the quote and order editing process by surfacing validation messages, users can quickly identify and resolve issues, ensuring that quotes are finalized correctly and orders are activated without errors this leads to improved efficiency and accuracy in the sales process, ultimately benefiting the organization use cases quantity validation block invalid quantities, such as orders below a minimum order quantity price validation flag situations where the selling price is below cost, requiring approval discount limits enforce maximum allowed discounts to prevent excessive reductions product compatibility checks prevent incompatible products from being combined in a single quote subscription term validation suggest or enforce minimum subscription terms to qualify for standard pricing bundle validation ensure required add ons are included with bundles to meet licensing requirements this structured approach to validation and guidance messages helps maintain compliance with business rules and enhances the overall user experience in the nue platform for more information, please check out docid lwt8hkoshe4ehatkwoba integrations enable webhooks for docusign integration (preview) administrators can now enable and configure docusign connect webhooks directly within nue’s system settings this integration provides real time, event driven updates for all e signature activities related to order forms and quotes the feature supports automated health monitoring of webhook endpoints, endpoint recovery, and easy querying of webhook event logs for operational and compliance needs supported events include envelope and recipient status changes, such as sent, delivered, signed, completed, declined, voided, and corrected health monitoring and recovery tools allow administrators to restore connections if endpoints become disconnected or event subscriptions are removed why it matters drives operational efficiency by automating real time status updates for e signature workflows, reducing manual status checks and delays improves reliability and compliance through health monitoring, event logging, and audit trails that support regulatory and customer requirements supports advanced automation and customization, enabling downstream features like signing history, recipient correction, and customizable communications learn more customer use cases use case 1 a revops admin at a saas company needs to ensure every order form sent for signature is tracked in real time with docusign webhooks enabled, the admin configures nue io to listen for key events such as “envelope sent,” “recipient signed,” and “document completed ” when a customer signs the document, the system immediately updates the quote status and notifies the sales team, eliminating delays and manual follow up use case 2 a sales rep sends a quote for signature using the “send for e signature” button the system auto populates recipients based on template tags and account rules as each recipient accesses and signs the document, webhook events update the quote’s status in salesforce, providing the rep with live feedback and reducing errors or duplicate requests use case 3 a compliance officer needs an audit trail of all e signature activities for regulatory purposes the webhook event logs in nue io make it easy to trace when documents were sent, opened, signed, or declined, supporting both internal audits and customer inquiries without exposing sensitive data how it works admins enable docusign webhooks in system settings → integrations → docusign supported events (envelope and recipient status changes) are selectable for webhook endpoints webhook event logs are accessible for querying, supporting compliance and troubleshooting health monitor ui displays endpoint status and provides a “recover” button to restore lost subscriptions webhook messages are logged but not persisted, minimizing sensitive data exposure for more details, please refer to docid\ i2uoxjkirteiel rez4ua developer experience support same price swap and upgrade discounts during self service upgrade, downgrade & swap this feature enhances self service upgrade/downgrade/swap (uds) change orders to fully honor same price swap settings and discount tags on upgrade relationships defined in product relationships when a relationship is configured to swap products while maintaining the same total price, self service swaps now keep the subscription's total price unchanged for the applicable term when an upgrade relationship includes discount tags, those discounts are automatically applied during self service upgrades or downgrades these behaviors respect unit of measure (uom) constraints on the relationship and are available for both simple and advanced (graphql) product relationship definitions why it matters supports consistent, predictable pricing across self service and direct sales flows by honoring same price swap and upgrade discount configurations already defined in your product relationships protects revenue and customer trust by ensuring swap and upgrade actions apply your intended discounts and same price rules, reducing pricing surprises at checkout learn more customer use cases use case 1 a saas customer wants to swap their existing quickbooks integration (user/month) for a netsuite integration (user/year) the revops team has configured a product relationship with "swap products while maintaining the same total price" enabled and appropriate uom constraints in the billing portal, the customer sees netsuite integration as an eligible swap when they execute the swap, the subscription's total price remains unchanged for the remaining term, while the product and uom are updated according to the relationship settings use case 2 a company administrator configures an upgrade relationship from "pro edition" to "enterprise edition" with a promotional discount tag (e g , 10% off the first year) after publishing the relationship and its price tag, customers using self service can choose "upgrade" on their subscription the upgraded enterprise edition line automatically receives the configured discount, and the customer sees the correct promotional pricing without any additional manual configuration configurable buy now from quote experience enable payment information only or payment + order activation this enhancement allows administrators to configure the checkout flow in nue so that end customers can either submit only their payment information (e g , add or update a payment method, but not immediately activate their order), or submit payment information and activate the order in a single, seamless session the setting is exposed in nue’s self service checkout configuration it governss the ui (e g , what steps are shown in the checkout experience from the quote) why it matters enables businesses to match their specific process and compliance requirements (e g , collect payment but require additional steps like contract review or manual approval before activation) improves customer experience by providing a clear, guided checkout journey, reducing friction for self service buyers or adding necessary gating for complex sales learn more customer use cases use case 1 a saas provider wants to collect payment details from new customers immediately after quote acceptance, but needs to perform internal credit checks before activating the order by enabling “payment only” mode, customers submit their payment information via quote link, and the order remains in pending status until the internal checks are complete use case 2 a digital commerce business wants customers to complete onboarding and start using the service instantly by enabling “payment + activation,” customers can pay and activate their subscription in a single checkout flow, with provisioning triggered automatically dependencies and limitations self service must be enabled for “payment only” mode, activation must be triggered separately by an admin or workflow only supported for flows using nue payment links bug fixes everything billing email reminders for new dunning templates now working as expected previously, when users created new dunning templates and assigned them to customers, the system failed to send email reminders for invoices as expected this issue was caused by the ui generating an invalid graphql query when filtering invoices by customer id with this fix, the ui now correctly generates the graphql query using the "where" clause for filtering by customer id this ensures that email reminders are sent as expected when new dunning templates are assigned to customers enhanced dunning email recipient support for "bill to contact email" previously, the dunning process did not support using the "bill to contact email" field as a recipient for dunning communications this meant that even if users configured a specific "bill to contact email" on the account, dunning emails would not be sent to that address with this update, the dunning process now fully supports the "bill to contact email" field if this field is populated, dunning emails will be sent to the specified address if it is not set, the system will fall back to the primary contact email, ensuring that communications reach the correct recipient integrations invoices and credit memos now syncing correctly to dynamics 365 previously, some invoices and credit memos with e invoicing status were stuck in "submitted" and not syncing to dynamics 365 with this fix, all affected documents now progress as expected and are automatically transferred to dynamics 365 this ensures accurate financial records and eliminates the need for manual intervention