We are excited to announce the improvement of our rule based Workflow configuration. 

Apart from the existing feature capability of specifying explicit approvers by name, the admin can now also specify approvers based on their role in your organization or based on dynamically provided information from your organization's CRM system. This enhancement expands the capability of our Rule-Based Workflow and allows for a more efficient approval process.

Feature: Version Settings -> Workflows & Validations -> Rule Based Workflow

We’re excited to announce a new configuration enhancement to our ‘rule based workflow’ feature! 

Administrators can now configure a workflow rule to run every time a quote is submitted, regardless of whether it’s the first time the proposal has been submitted or if it’s a quote that was duplicated from an older quote that was already submitted and approved. Upon quote duplication and submission, the approval workflow will run even if there are no changes to the approval value in the duplicated quote.

This configuration is particularly useful when a stakeholder wants to review and approve every single proposal that comes in, regardless of what changes were made.

Feature: Version Settings -> Workflows & Validations -> Rule Based Workflow

We are pleased to announce that administrators now have the ability to map the quote submitter comment field in CPQ to a corresponding field in your CRM system. This will allow you to sync this important piece of information to your CRM, ensuring that your sales team has access to the latest insights and feedback from your customers.

Feature: Version Settings -> Advanced Settings -> CRM Settings

When setting a list price that is calculated as a percentage of another product's pricing, you can now configure it as 'dynamic', giving your sales team the ability to increase the list price during the proposal generation process. This is particularly useful for large and custom orders, allowing your sellers to easily adjust the price based on the customer’s needs.

We hope this new feature will help you better manage your product pricing and give you and your sales team the flexibility to adjust prices quickly and accurately. 

If you have any questions about this feature or CPQ in general, please don’t hesitate to reach out. We’re here to help!

Feature: Version Settings - Products - Product Pricing

We are thrilled to announce that administrators can now effortlessly duplicate versions across  environments without the need to link their account to each individual environment. This significant update enables admins to duplicate a version to any environment within their account’s domain, without requiring any additional setup. This streamlined process empowers admins to work more efficiently, saving valuable time and effort.

When setting a list price that is calculated as a percentage of another product's pricing, you can now select that it be based on the MSRP (Manufacturer’s Suggested Retail Price). This allows for more accurate pricing for your customers, with the added benefit of having a consistent pricing structure across products.

Feature: Version Settings - Products - Product Pricing

Introducing a new feature for DealRoom publishers: the expanded address field.

This feature provides a breakdown of an address into individual fields, including a ZIP code. This means you can easily view and manage all essential details of an address with ease. 

Feature: DealRoom Editor - Form Widget - Address element

We are excited to announce the release of a new feature that allows you to use defined numeric product attributes in pricing calculations! 

This powerful feature will give you more control and flexibility over how you price your products. 

You can now easily take into account factors such as cost or others, offering a more streamlined pricing strategy for your products.

Feature: Version Settings - Products - Product Pricing

Introducing a new feature for DealRoom publishers: the high-resolution/high-performance loading mode toggle.

This option allows publishers to choose between faster loading with compressed images or slower loading with original, high-resolution images. 

The setting will only come into play when DealRoom is unable to automatically detect the client/user’s bandwidth quality in real time.

Feature location: Advanced Settings - DealRoom Settings - Display Settings

Now Admins can easily assist forgetful users in need of a new password to their CPQ.

The 'Reset Password' is a new feature enabling Admins to reset the password for users. Using this feature, Admins can grant users a new one-time password, which users can then update with their own new password.

The new password can be sent by email or manually by the Admin.

Feature: User Management - Reset Password