Quote Management Data Model release notes

  • Release version: Store
  • Updated June 11, 2026
  • 4 minutes to read
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    Summary of Quote Management Data Model release notes

    The Quote Management Data Model application in ServiceNow centralizes the storage and management of quote-related data, including quotes, line items, characteristics, and pricing adjustments. It evolves through regular updates to enhance quoting capabilities, optimize performance, and support complex pricing and approval workflows.

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    Key Features and Enhancements

    • Ramp Pricing and Quantity Management: Starting from version 9.0.0, support for creating price and quantity ramps enables incremental changes over time for applicable product offerings. Subsequent versions enhanced ramp segment editing during amendments and ensured accurate aggregation and validation of ramped quantities and pricing.
    • Quote Approvals: Introduced end-to-end visibility and control of quote approvals, including tracking status, approvers, comments, and managing quote states automatically through the approval lifecycle.
    • Delta Pricing and Contract Consolidation: Version 10.0.0 introduced delta pricing for MACD activities and renewals and contract consolidation that maintains traceability between source and consolidated order lines with uplift visibility.
    • Integration and AI Enhancements: Recent updates (version 11.0.2 and 12.0.2) added Guided Setup for integrations, AI Agent configurations, AI context uploads for CPQ Admin and sales personas, and improvements to rules engines and dynamic BOM rule authoring.
    • Document Generation and e-Signature: Ability to generate PDF quotes using templates and send them for signatures via DocuSign integration.
    • Hierarchical Views and Recommendations: Support to view parent-child relationships between quote lines and offer upsell/cross-sell recommendations.
    • Location-Based Quoting and Eligibility Checks: Enable quoting based on location eligibility and multi-line copying with alternate service location options.
    • Quote Task Management: Capability to create and assign multiple tasks related to quotes for sales agents to coordinate actions effectively.

    Performance and Bug Fixes

    • Optimizations to significantly reduce save times on large quotes (up to 1,000 lines) by improving business rules.
    • Fixes to ramp clearing actions and accurate quantity calculations during child line synchronization to prevent double counting.
    • Minor defect corrections in early 2026 releases.

    Practical Benefits for ServiceNow Customers

    With these enhancements, ServiceNow customers can expect a robust, flexible quoting system that supports complex pricing structures, automated approval workflows, integration with AI and external systems, and improved performance for large quote volumes. The data model ensures traceability and consistency across the quote lifecycle, from creation through amendments, renewals, and order consolidation, enabling efficient sales operations and accurate revenue management.

    Version history for the Quote Management Data Model on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 12.0.2 - June 2026 (Australia)
    • Integration Guided Setup
    • Quote AI Agent
    • Configuration AI Agent A2A
    • Renewal pricing for ramped quote lines
    • Context rules: rules engine enhancements
    • Dynamic BOM rules authoring enhancements
    • Translations for CPQ Admin
    • AI context upload for CPQ Admin
    • AI context upload for sales persona
    Version 11.0.2 - June 2026 (Zurich)
    • Integration Guided Setup
    • Quote AI Agent
    • Configuration AI Agent A2A
    • Renewal pricing for ramped quote lines
    • Context rules: rules engine enhancements
    • Dynamic BOM rules authoring enhancements
    • Translations for CPQ Admin
    • AI context upload for CPQ Admin
    • AI context upload for sales persona
    Version 10.3.0 - May 2026
    • Fixed:
      • When creating a quote with ramps applied to child lines only, quote header rollup fields were not updating to reflect the ramped values. Header rollups now correctly aggregate values from ramped child lines.
      • The Clear Ramps action was not fully resetting the primary ramp designation or ramp sequence on affected lines. Both fields are now properly cleared when the action is invoked.
      • During child upsell and downsell sync in consolidation scenarios, quantities were being double counted across all lines. The sync logic has been corrected to ensure quantities are counted once per line.
      • For quotes containing approximately 1,000 lines, the business rule responsible for setting quote line state to match quote state was causing save operations to take up to 90 seconds. The business rule has been optimized to significantly reduce save time on large quotes.
    Version 10.1.3 - April 2026
    • Ability to modify ramp segments during the amendment process
    • Ability to support zeroing out quantities during amendments or renewals
    • Validation to ensure peak quantity for ramped products aligns with configured quantities
    Version 10.0.0 - March 2026
    • Delta Pricing on Quote
      • Supports pricing and quantity calculations during MACD activities and renewals by deriving changes from existing products, contracts, or purchases.
    • Contract Consolidation on Quotes
      • Ensures that orders created from consolidated quotes retain traceability to all originating contract lines, maintaining accurate relationships between source and consolidated lines. Additional calculated fields on order lines support visibility into uplift values derived from consolidation rules.
    • Enhancements to price and quantity ramps on quote line items
      • Enable agents to create and manage custom ramp structures with flexible segment durations. These enhancements support ramp changes across the quote lifecycle, including amendments and renewals, while ensuring pricing and quantity consistency across ramp segments.
    • Quote Approvals
      • Supports end‑to‑end visibility and control of quote approvals by allowing sales reps, approvers, and managers to track approval status, steps, sequencing, approvers, comments, and timestamps in real time. The approval lifecycle automatically manages quote states and edit permissions as quotes move through Draft, In Review, Approved, and Rejected states.
    Version 9.0.3 - January 2026
    Fixed minor defects.
    Version 9.0.0 - December 2025
    New: Support to create price and quantity ramps for product offerings in quotes to define incremental price and quantity changes over time. Product offerings eligible for ramps have theRamps enabled option and Recurring price method selected.
    Version 7.1.0 - August 2025
    • New:
      • Quote header discounts: Support percentage-based discount​s on the quote header​
      • Quote margins​: Display aggregated margin calculations for one-time, monthly and total amounts for the quote
    Version 6.0.0 - May 2025
    • New:
      • Enable the use of sales agreements to create new customer quotes, applying the agreed prices and offerings from the agreement.
      • Provide visibility to order agents for the price adjustments that were applied to the base price and list price of the product on quotes.
    • Change: Deprecate subscription dates and using contract dates to calculate subscription revenue metrics on quotes.
    Version 5.0.0 - February 2025
    • New:
      • Generate PDF documents from a quote using a pre-set template and send the document for signatures via DocuSign integration.
      • View the parent and child relationships between quote lines within a quote with the hierarchical list.
      • View offer recommendations to upsell or cross-sell products that complement products in quotes.
    Version 4.0.2 - November 2024
    • New:
      • Location-based quoting with eligibility check support
      • Multi-line copy with option to set an alternate service location
      • Adding covered product support on quote to display products covered by contracts or entitlements on the quote lines ​​
      • Create sales agreements for configurable and bundled products and services​
      • Create a quote for modification or renewal of contracts​
    Version 3.0.1 - August 2024
    Change: Included Quote tasks table on quote: Create multiple tasks for a quote and assign them to the target group. These tasks serve as references for the agents to perform the necessary actions needed to generate a successful quote.
    Version 2.0.1 - May 2024
    Changed: Cost book addition, quote action addition and performance improvements.
    Version 1.0.1 - February 2024
    The Quote Management Data Model application provides access to the tables that will store all the quote-related data. The tables include Quote, Quote Line Item, Quote Line Characteristics, and Quote Pricing Adjustment. When you create a quote, the data related to quote will be stored in these tables.