Release 2601.2 - 02/26/2026

this release introduces support for partner margin based discounting on nue quotes & orders, separates quote pdf generation from preview, automates tax calculation on credit memos from taxed invoices, and protects system salesforce sync webhooks from accidental edits in the ui feature enhancements lifecycle manager we’ve introduced a behavior change to the generated quote pdf (order form) previously, when sales reps generated a quote pdf from the quote page, the system would automatically open a new browser tab with a preview of the pdf, even though there is a separate “preview” button available for that purpose now, when clicking the 'generate pdf' button, the system only generates the quote pdf and attaches it to the quote or opportunity, without automatically launching the preview docusign quote pdf generation – updated preview behavior previously, when sales reps generated a quote pdf from the quote page, the system would automatically open a new browser tab with a preview of the pdf, even though there is a separate “preview” button available for that purpose this behavior was originally introduced before the dedicated “preview” button existed, and it created confusion because “generate quote pdf” was performing two actions at once generating the file and launching a preview the fix updates this so that clicking generate quote pdf now only generates the pdf and adds it to files , without automatically launching the preview users who want to see the quote before sending can use the separate preview button, which is the single, consistent way to open a quote preview model revenue sharing with partners and track net revenue natively on nue quotes & orders this release introduces support for partner margin based discounting on nue quotes & orders new fields such as partner discount %, partner payout, net seller price, and net seller total are now available across quotes, orders, and subscriptions users managing reseller quotes can enter a single partner margin percentage at the quote header, have it applied after all customer facing discounts, and see the seller’s true net revenue (net seller total) alongside the customer price (total price) these new “net seller” amounts also drive arr/acv/tcv metrics where partner discounts are present, while preserving backward compatibility when they are not ensuring continuity & accuracy in revenue reporting why it matters prevent revenue leakage on partner deals by correctly modeling sequential discounting (list price → customer discounts → partner discount → net seller price), avoiding over discounting when partner margins are layered on top of negotiated customer prices give deal desk, sales, and finance clear visibility into both what the customer pays (net sales price / total price) and what the seller actually receives (net seller price / net seller total), improving deal approvals and margin governance at scale align revenue metrics with true seller economics by basing delta arr/acv/tcv and related metrics on net seller total when partner discounts exist, with safe fallbacks to existing logic when they do not, so reporting remains accurate and backward compatible learn more customer use case use case 1 deal desk fast, accurate partner margin on quotes saas company's deal desk negotiates a customer price using existing tags and discretionary discounts instead of manually back calculating partner margin in a spreadsheet, they enter a 10% partner discount once on the quote header nue applies it after all customer discounts, calculates net seller price and net seller total on every line, and surfaces both customer total price and seller net seller total for approvals use case 2 finance revenue true arr/acv for channel deals finance teams needs arr/acv that reflect what company actually earns on sold contracts, not just what the customer pays when partner margin is present, nue bases delta arr/acv/tcv on net seller total; if no partner margin exists, it falls back to existing logic finance can now run reports that separately show customer contract value and seller revenue without manual adjustments use case 3 revops standardized partner programs and reporting revops rolls out a standard 10% partner margin across most quotes by exposing partner discount % on the header and net seller fields in the line editor and reports users set the partner margin once per quote; eligible lines inherit it automatically over time, revops analyzes net seller total and partner payout across products and partners and can plan more advanced, conditional partner discounts in the future read more details https //docs nue io/managing reseller quotes revenue sharing and net revenue metrics everything billing calculate tax on credit memos issued from invoices when a finance user issues a credit memo over a taxed invoice, nue now automatically calculates tax at the line and header level using the original invoice’s tax configuration and the current credit amounts, and correctly persists that tax through avalara (and other enabled tax engines), apis, and downstream systems why it matters ensures end‑to‑end tax accuracy from invoice → credit memos → tax engine (avalara) → erp/gl, eliminating one‑cent discrepancies and manual true‑ups reduces manual tax work for finance by automatically calculating and displaying per‑line and total tax for credit memos created from invoices aligns ui, apis, and tax engine behavior so that invoice‑linked credit memos carry correct tax into avalara and erp (rather than zero tax) learn more customer use case when a finance analyst at a saas company discovers an overbilling on a taxed invoice, they open that invoice in nue, click “credit memo → new,” enter $20 for “nue on salesforce” and $30 for “nue platform,” and immediately see the correct tax calculated for each line and a total tax summary before saving after they click “save and activate,” the credit memo posts with tax, the invoice line balances are reduced accordingly, and a matching credit transaction is created in avalara—so their gl and tax engine stay in sync without any manual adjustments please refer to docid 0krorvd w29nwa95cfi13 for more details developer experience prevent editing system generated webhooks in ui nue now protects the built‑in system webhooks that power salesforce synchronization from accidental changes in the webhook endpoints ui for the system functions implemented as webhooks for syncing self service related actions from nue to salesforce such as order activated, subscription updated, and customer updated, the edit, disable, and delete actions are disabled in the ui and replaced with an explanatory tooltip all other webhooks that are created by customers remain fully editable and manageable as before why it matters prevents accidental salesforce sync outages by blocking admins from disabling, deleting, or reconfiguring the core system webhooks (order activated, subscription updated, customer updated) that are registered at startup via the systemfunctiondispatcher reduces operational and support burden by removing a common class of “we broke our sync” incidents that previously came from well‑intentioned webhook cleanup or edits in settings → webhook endpoints preserves flexibility for custom integrations user‑created webhooks are unchanged and remain fully controllable (create, edit, disable, delete), so teams can still design their own event‑driven workflows without restriction