Exporting Records

You can now select and export multiple records from listed grids in CSV or Excel format by enabling checkboxes for row item selection.

For more information, see Exporting Records.

Ability to Create Flows and Associate with Proposal

Revenue administrators can create flows for different types of quotes based on your business requirements or type of quote. Once the flow is created, you can associate that with your proposal to complete the quote life cycle. This enables the sales representatives to go through the entire quote life cycle, including creating a quote, cart, pricing, ABO, proposal generation, approval, review, and sign-off.

When Sales representatives create a proposal, the System flow is selected. Sales representatives can select the required flow name from the Flow dropdown while creating a proposal. You can also update the flow after creating the proposal by clicking the Edit link on the proposal detail page. Based on the business requirements, you can create new flows as required and associate that with your proposal to complete the quote life cycle.

To achieve this, a new field called "Flow" is introduced on the quote header. This "Flow" field allows users to select a flow when creating a quote header. If needed, the "Flow" field can be hidden. Revenue administrators can create workflow rules to set a default flow name when a quote header record is created.

For more information, see Configuring the Flows.

Manage Installed Product Settings for Asset Restore Fields

You can manage asset settings from global settings, enabling setup for Cart and Installed Products pages. Asset fields will be restored from the original asset upon re-selection of an option during an asset operation. The renewed Start Date and renewed End Date will be restored during renew operation.

For more information, see Asset Settings.

Renewal Settings for Assets under Global Settings

System administrators can manage asset settings from global settings to set up the Cart and Installed Products pages. You can configure settings like Renewal Business Object Type, Renewal Execution Mode, Renewal Group Fields, and Renewal Lead Time.

For more information, see Asset Settings.

Ability to Accept Proposals

Sales representatives can accept the proposal when they receive acceptance from the approvers. You can see the Accept option only when the proposal stage changes to Presented and the associated cart status must be in the Finalized stage.

View and Manage Product Attribute Value Matrices

Product administrators can view all product attribute value matrices, save personal views with modified columns, and use advanced filters for data management.

For more information, see Managing the Views.

Manage Product Attribute Rules

Administrators can view all product attribute rules, save personal views with modified columns, use advanced filters, and edit, or delete existing rules from the list view.

For more information, see Managing the Views.

View and Manage Product Attribute Groups

Administrators can view all product attribute group value matrices, save personal views with modified columns, and use advanced filters for data management.

For more information, see Managing the Views.

View and Manage Product Attributes

Product administrators can view all product attributes, save personal views with modified columns, and use advanced filters for data management.

For more information, see Managing the Views.

View and Manage Product Option Groups

Administrators can view all product option groups value matrices, save personal views with modified columns, and use advanced filters for data management.

For more information, see Managing the Views.