Fall 2026 continues the modernization of Zilliant CPQ and Agreements with a more consistent, configurable, and productive user experience.
This release extends the New UI to Products and Product Categories, introduces column grouping for more organized line item layouts, and delivers a cleaner, redesigned main navigation. Users also benefit from smarter navigation between lists and records, preserving their working context as they move through the application.
For administrators, UI customization is now safer and more controlled with the ability to save changes as drafts, preview them, and verify the experience before publishing to users..
Expanded New UI Experience - Products and Product Categories
The modern UI experience continues to expand across Zilliant CPQ. Building on the New UI already available for Quotes, Agreements, Accounts, and Contacts, this release extends the experience to Products and Product Categories.
Users can now manage Products and Product Categories through the same modern and consistent experience, with capabilities such as search, filtering, sorting, saved searches, and flexible column management. Core actions, including creating and deleting records and accessing related information, are also available.
Administrators can tailor the experience using the New UI customization framework, including configuration of layouts, columns, labels, actions, and UI Profiles. Redesigned detail pages provide a responsive and consistent experience while supporting future extensions.
With this release, the New UI now provides a more unified experience across Quotes, Agreements, Accounts, Contacts, Products, and Product Categories, continuing the modernization of Zilliant CPQ.
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Column Grouping for Custom Layouts in the Line Item Table
Admins can now sort line item table columns into named groups, such as Product Info, Pricing, or Approval Details. This makes complex layouts easier to read and cuts down on horizontal scrolling.
Redesigned Layout Management: Admins build layouts directly with Add Column and Add Group, then reorder groups and columns with drag-and-drop. Group names can be localized.
Same layout for every user: Every user sees the table exactly as the admin set it up.
Pinning: Columns can be pinned left or right. The Position column always stays pinned first on the left.
Expand and collapse: Users can collapse a group to show only its header and first column, or expand it to see all of its columns.
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Column grouping in line items layout
Revamped Main Navigation
The main navigation has been redesigned for a cleaner and more organized user experience. Business functions, creation actions, and administrative functions are now logically grouped for easier access.
Highlights:
Compact left navigation that expands on mouseover.
New + Create menu for quick access to common creation actions.
Administrative and configuration options are grouped under Settings.
Cleaner navigation provides more space for application content.
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Smart navigation between lists and records
The new UI now preserves your position and applied settings when you navigate from a supported list to a record and then return to the list.
When you return, the list opens where you left it, with the same scroll position, filters, and search criteria. The application also updates the record you modified without reloading the entire list. If the updated record no longer matches the applied filters, it is removed from the displayed results.
Smart list navigation is available for account, agreement, and quote lists in the new UI.
This enhancement provides a faster, more fluid navigation experience and helps you continue working without repeatedly finding your previous position in a list.
Preview UI Customizations Before Publishing
UI customization changes can now be saved as drafts and previewed before publishing, allowing administrators to verify the user experience before making changes available to all users.
Highlights:
Save customization changes as a draft without affecting the published configuration.
Easily identify draft changes using visual indicators.
Preview all draft changes directly in the application before publishing.
A clear banner indicates when the user is in Preview mode.
Clear Draft to discard unpublished customization changes.
Publish changes only after they have been reviewed and verified.
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Preview UI Customization Changes Before Publishing
Performance Improvements for Quote and Agreements
We are continuing to invest in improving the performance of Quote and Agreement workflows, with a new approach designed to deliver significantly faster processing and a more responsive user experience.
The improvements are currently being validated with selected pilot customers. Based on the results, we plan to introduce them progressively to customers through a controlled rollout, helping ensure a smooth and reliable transition.
More details on availability and rollout will be shared as the initiative progresses.
Highlights from previous Patches
User Management & Auditing: Added audit reports for user and license assignment dates, active user visibility, and active/inactive status tracking for approval rules and gates.
UI & Configuration: Introduced visual validation (red borders) for empty mandatory fields, auto-scrolling during column adjustments, independent copy/create dialog settings, and technical name search for UI labels.
Quoting & Workflow Logic: Enabled conditional sales text editing by line item, improved Groovy partner linking for item trees, and configured iFrame embedding support via X-Frame-Options.
Alerting & Notifications: Added email notifications for failed Groovy background jobs and customizable recipient lists for routing submissions.
Key Fixes & Performance: Resolved quote copy data retention (custom attributes & pricelists), corrected manual pricing attribute calculations, accelerated proposal printing for SSC, and fixed UI issues with table pagination, filters, and profile saving.