Release Notes

docid\ tjatmjlwtqny3qtx5qa 3 this release enhances salesforce files integration by automatically attaching quote pdfs with version control, introduces subscription renewal price uplift automation through apex global methods, and fixes cancellation quote date calculations for accurate financial reporting new e signature features include the ability to cancel docusign envelopes, correct recipient information, and prevent duplicate signature requests while tracking signing status in salesforce the update also enables programmatic cross selling through change orders across all api surfaces and adds native sphere integration for real time multi jurisdiction tax calculations docid\ lei7fig1reqg oho6atii 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 docid\ urbvu a g6nx2ezxwaupx this release introduces key enhancements including automatic population of default recipients and configurable signing order for e signature, restrict price tag visibility by user role, and a new netsuite integration that creates distinct sales orders for each nue order platform updates include custom domain support for branded magic links the release also fixes an acv calculation bug that was affecting quotes with new products docid usken23qiallagqezy 8 this release introduces key enhancements including a unified credits and commits page for monitoring customer credit flows, entity level invoice auto numbering for multi jurisdictional compliance, automated dunning and collections for overdue invoices, and improved e signature capabilities with enforced default templates and customizable text/title fields in docusign workflows this release also enriches the ai chatbot with product catalog contexts , which enables whitespace analysis for upsells and cross sells, real time active/published products and prices visibility, and automated publish/unpublish controls across products, bundles, and price tags docid\ sisxszqtg8jy6qyrudw2b this release introduces a new revenue model docid 7xktonrc8c65mkx9wip j , that allows customers to pre commit to spending amounts with flexible usage based billing, automated true ups, and tiered discounts for overspend, enabling predictable enterprise revenue while reducing manual billing errors the release also includes bug fixes for netsuite invoice syncing issues related to change orders and enables proper editing of einvoice mandates in credit memo mapping in addition, nue now supports docid\ i2uoxjkirteiel rez4ua for order forms, allowing teams to generate, send, and track signed documents directly in nue this streamlined workflow removes manual handoffs and external tools, enabling faster, more consistent quote to signature cycles the feature is currently available in preview preview docid 6t87mynoqjkut xt66net this release introduces the ability for finops managers and administrators to define custom logic for annual contract value (acv) calculation on orders look at upgrade notes for more details docid\ d17s37uy3ipsc8zudtrtj this release introduces enhanced customer management features including a redesigned customers list view with unified nue salesforce records, a customer chatbot for quick actions, and the ability to set default payment methods at the account level new integrations include a scheduled batch mode for netsuite transaction syncing to handle high volume processing while managing api rate limits, and template builder improvements with collapse/expand controls and manual save options critical bug fixes address product search functionality in credit memo creation and improve customer search performance for organizations with large customer databases docid\ bfwy5l4rmcxjhtq8cwzzl ✨ nue ai is now available in preview , bringing intelligent, context aware automation to revenue workflows it connects nue’s structured data and salesforce objects with ai agents through mcp servers and agentic services , enabling assistants to summarize records, answer questions, and take guardrailed actions directly in salesforce and nue docid\ aan32 vylto8o hhwyu5h this release streamlines subscription and billing management with expanded quote editing, granular product and pricing controls, real time payment failure webhooks, and enhanced integrations, such as supporting avalara tax for quickbooks and netsuite, automated qbo invoice write offs, and instant qbo payment links in salesforce, while improving auditability, compliance, and sales efficiency through seamless draft order sync, improved metadata visibility, and accurate data updates docid 5qgswydfdautpj7qnw 9s this release introduces several key enhancements, including one of the most highly requested features add and stack subscription changes directly in the quote or order line editor with real time updates and undo/redo support in addition, this release adds support for setting the net sales price of usage products with a quantity of 0, the ability to send payment links to multiple contacts per account, and configure payment link expiration policies new capabilities also include rich text formatting in template builders, custom webhook headers for authentication, and quote based self service checkout that allows end customers to convert quotes directly into orders additionally, the release adds automated refund processing, apply and unapply credit memos with both netsuite and quickbooks, show a centralized overview of the entire integration stack, along with various bug fixes docid\ udgarilw9yikhs7lesdyk the release introduces seamless integrations with netsuite and quickbooks, enabling flexible and configurable accounting workflows tailored to your business needs it also brings dynamic option support to self service implementations, allowing users to configure and reconfigure bundles with ease—empowering true omnichannel revenue generation docid\ amb5lvhtvidg8oljmdkdj this release introduces several enhancements across lifecycle manager, billing, developer experience, and integrations key updates include enhancements to upgrade, downgrade & swap, allowing the ability to add price tags to upgrade product relationships, improved ach payment capabilities with instant bank verification and reduced failures via stripe financial connections, alongside subscription level autocharge for recurring invoices this release also brings the ability to issue credit memos directly to invoices and new api functionalities for custom fields on raw usage and co termination of order products docid\ wuyrfn5clgz9gbue5g9yl this release introduces a new product relationship type docid\ mcf m6bkj t1mi wy3ewb with upgrade, downgrade & swap, nue lifecycle manager now features robust, configurable support for saas subscription product upgrades, downgrades, and swaps, optimizing customer retention, revenue operations, and user flexibility additionally, this release automates quote and order date recalculation, enhances the template builder with drag and drop layout and conditional component visibility features this release also adds multi currency support for quickbooks, payment term synchronization for netsuite, and fixes sandbox environment integrations for both quickbooks and netsuite docid\ e3t44ux7jn79bchfbldjw this release introduces enhanced add on preference options in bundle builder and improved title text display in the product configurator several bug fixes address issues with change type settings in lifecycle manager, creating dynamic options, and editing e invoicing mandates docid\ nwoavzi3dxwx0rp6k7c76 this release introduces major enhancements to billing, developer experience, and the nue platform, including the exclusion of tax calculations for free trials, and improved syncing capabilities with salesforce it also includes enhancements to integrations, such as seeing applied credit memos in your quickbooks instance docid\ j4pykkq7pnk7bvujewmrw this release introduces docid\ vhqkyfgibkgfdf3yagrzz for invoice payments via stripe, and enables price uplifts on subscription renewals this release also enhances the renewal process with separate orders per subscription and improved opportunity association additionally, it includes updates to the dynamic quote template, invoice and credit memo template, and the auto publishing of products docid\ bey6zmeww3prbqjfpytwv this release introduces significant feature enhancements across lifecycle manager, billing, and integrations, including converting free trials to paid subscriptions, managing co term options, and handling invoicing with new ui capabilities it also includes improvements to multi currency operations, transaction hub record management, and multi entity support for netsuite and quickbooks integrations additionally, the release includes an enhanced self service api suite to enable businesses to build customer facing portals and automate revenue lifecycle processes docid\ hyjndyfkpcn4zm655aiw3 this release improves quote split performance and user experience, and resolves order cancellation and custom field sync errors docid\ lnne1meeotsvwkbqmr7th this release includes a new feature that enable docid 9njvesm0hqyw5fn7tmnir when it reaches a designated stage, such as closed won docid\ kw65ugoexfaog czhfocl this release introduces for flexible product bundling, docid\ vt3laksmm8dfc9zdgqnaw & docid 5ssag0lkcdwbdhypx0wn in lifecycle manager, and docid\ ezhcu0ywxtmu5cxhkbsoj it also adds docid\ fpgz9b2tc4se1thmnh9kw , cancellation date in orders, syncing additional fields from accounts in salesforce to nue, transaction hub ui enhancements, and a number of bug fixes docid\ eyzxatgz zktph6qvwryg releases docid\ hckhrd7iwflops9ivbctz releases