Smarter Rules, Faster Workflows, and More Quote Control
This release adds character-based rule conditions, more flexible renewal settings, bulk currency setup, and new quote customization options.
📏 Min/Max Quantity Guidance on Quotes
⚡ What's new?
When a product has minimum or maximum quantity limits defined on its rate, those limits are now displayed inline as a rep enters quantity on a quote line item.
✨ Why you'll love it
- Fewer errors, less back-and-forth: Reps see the allowed range as they type, so quantity violations are caught before they cause problems.
💲 Hide the Amount Column on Quotes
⚡ What's new?
A new option in Quote > Customize Settings lets you hide the Amount column from quote line items.
✨ Why you'll love it
- More control over what customers see: For deals where showing line-item totals isn't appropriate, you can now remove the Amount column from the quote view.
🔡 Character-Based Rule Conditions
⚡ What's new?
Rules, including validations, approvals, conditional terms, and record automations, can now use character length as a condition.
✨ Why you'll love it
- Enforce data format requirements: Require fields like registration numbers to be exactly 10 characters so reps can't submit incomplete values.
- Prevent downstream errors: Block entries that exceed length limits accepted by integrations. For example, prevent PO numbers longer than 15 characters from ever reaching your systems.
🔄 Renewal Notice Period Now Supports 0 Days
The Renewal Notice Period field now accepts 0 as a valid value. Previously, a minimum of 1 day was required.
🌍 Set Up Multiple Currencies at Once
⚡ What's new?
In Settings > Currencies, you can now enable multiple currencies in a single action instead of adding them one at a time.
✨ Why you'll love it
- Faster multi-currency setup: Configure all the currencies your business operates in at once, with no more repeating the same steps for each one.