Learn about new and enhanced features in the Zilliant Revenue Suite Spring 2026 release.
Spring 2026 release continues to evolve quote and agreement management in Zilliant CPQ with a strong focus on new UI flexibility, administrator control, and platform-level performance improvements.
This release strengthens both the user experience and backend extensibility to better support role-based workflows, scalable configuration, and more efficient system behavior.
New UI enhancements for quotes and agreements
Line item table layouts
In addition to the pre-delivered default layout, users with the UI extensibility permission can now create any number of custom layouts based on business needs, such as views for sales, operations, or approvers. Layouts let you define which columns are visible, how columns are ordered, and how line item data is presented for different users and workflows. You can also use exception profiles to control which layouts are available for specific roles. This makes it possible to provide a more guided and consistent experience across teams while still supporting different ways of working.
This enhancement gives businesses more centralized control over the line item table, reduces the need for repeated manual table adjustments, and helps users focus on the data that matters most for their role. It also improves usability by making line item views cleaner, more relevant, and easier to navigate.
Learn more
Configure layouts of the line item table
Homepage widget enhancements
This release improves widget capabilities to better support new UI workflows, add more interactive chart behavior, and expand KPI tracking options.
You can now build widgets using saved searches from quotes (new UI) as well as agreements under negotiation and published agreements datasets. This makes it easier to surface relevant quote and agreement data in widgets across more workflows. When a widget uses a New UI quote saved search, it appears on the home page only when the New UI is enabled for the user or system.
Chart tiles are now more interactive. Users can click a chart segment to open the related saved search with the corresponding filter already applied, which makes it faster to drill down into the exact subset of quotes or agreements they want to work with.
This release also adds support for custom numeric attributes in number tiles. In addition to standard values such as count, quoted discount, and total price, you can now use numeric custom attributes to track business-specific metrics and KPIs in widgets.
Learn more
Field layout configuration for sections
This release adds more flexibility to section layouts in configurable tabs. You can now control how fields are arranged within a section by defining the number of fields displayed per row and selecting how fields align within each column.
This enhancement helps you create layouts that make better use of available screen space and support more structured data entry experiences.
Watch the video to see how it works:
Learn more
Customize sections and fields in tabs
Date and time picker options for DateTime fields
This enhancement adds more flexibility to how DateTime fields are displayed in the UI. You can now select whether a DateTime field appears as a Date Picker or a Date and Time Picker.
This makes it easier to control how users enter date-based information in different layouts and use cases.
To maintain backward compatibility with existing fields, all of them have the Date Picker setting set by default.
Learn more
Easy access to the external configurator in quotes
To support dual-configurator scenarios in the new UI, quote line items now provide separate icons for internal and external configuration.
A new External Configuration icon 
appears for products enabled for external configuration. The existing 
icon is reserved for internal configuration. This makes it easier to open the correct configurator directly from the same line item and improves the overall user experience.
The update does not change the underlying configuration logic.
Learn more
Work with product configurator
Hide partner functions from workflows
Administrators can now exclude partner functions from CPQ workflows without deleting them from master data. This keeps the data model intact while simplifying what users see during quote and partner data workflows.
Excluded partner functions no longer appear in workflow selections, but remain available in the background and can be restored at any time. This helps reduce risk, avoid permanent deletion, and keep partner function lists shorter and easier to use.
Learn more
Allow quantity updates for product bundle items
A new Allow Quantity Update for Product Bundle Items setting is now available for quote and agreement line items.
By default, Zilliant CPQ prevents quantity updates for items added through a product bundle. This restriction applies to both user interface actions and script-based updates. However, when you enable the new setting, users and scripts can update the quantity of bundle-added items.
This enhancement gives organizations more flexibility when working with bundled products. It supports business processes that require quantity adjustments after bundle creation, while maintaining backward compatibility for existing implementations that rely on the original restriction.
Learn more
New controls for copying quotes and agreements with custom BRA support
This release improves how Zilliant CPQ handles quote and agreement copy operations by adding a new setting and a new Groovy method.
The new Enable to copy the custom relation attribute during Quote copy process setting controls whether custom business relation attributes (BRAs) are copied when a user copies a quote or agreement. When the setting is enabled, CPQ copies custom BRAs from the original document to the new one at both header and line-item levels. This helps preserve business-specific data and improves consistency across copied quotes and agreements. By default, the setting is disabled.
To support further customization, a new SalesItemsTree.isQuoteCopy() method is now available for Post Quote Creation Groovy scripts. This method lets custom logic detect whether a quote or agreement was created through the copy action, so you can apply different behavior for copied documents, such as resetting selected values, preserving required attributes, or updating business-specific data.
Together, these enhancements give you more control over quote and agreement copy behavior and make it easier to preserve or adjust data based on your business requirements.
Learn more
Skip BDA and BRA Groovy scripts during line item creation
A new Skip Execution of Groovy Script Links with BDA/BRA setting is now available for Post Line Item Edition Groovy scripts to help improve performance in operations that create multiple line items, such as adding product bundles, copying quotes or agreements, copying line items, or creating new quote or agreement versions.
When this setting is enabled, Zilliant CPQ skips Groovy scripts linked to Business Data Attributes (BDA) and Business Relation Attributes (BRA) value change events during line item creation. This helps reduce redundant script execution, especially in scenarios where multiple attributes trigger heavy logic, such as external API calls or large calculations.
By reducing repeated processing and supporting more efficient script design, this enhancement can improve overall system responsiveness and make line item creation workflows more reliable.
Learn more
Custom SSO user-not-found message
A new security.sso.userNotFoundMessage property is now available to support custom error messages when a user signs in through SSO but no matching user account exists in Zilliant CPQ.
This enhancement gives you more control over the signing-in experience. Instead of showing only the default system message, you can display a message that better fits your support process and user guidance. This can help reduce confusion, direct users to the correct contact or access request channel, and improve the overall SSO experience. The property also supports HTML content, allowing it to include formatted text and helpful links.
Learn more
Exclude product metadata from workbook downloads
You can now control whether product metadata is included in Excel workbook template downloads. By default, the metadata is included to support Excel-based validations, but this can increase download time for large product catalogs.
When you enable the new setting, Zilliant CPQ excludes product metadata from the downloaded workbook, which improves download performance. This option is useful when faster workbook generation is more important than Excel validations that depend on product metadata.
Learn more
Support for IN and NOT IN in GroovyLookupTable
GroovyLookupTable now supports the IN and NOT IN operators when querying lookup tables. This enhancement lets you combine multiple query conditions into a single lookup call instead of running repeated queries.
This improvement helps simplify Groovy script logic, reduces the number of lookup operations, and can improve performance, especially when working with larger datasets.
New Groovy methods
Several new Groovy methods are now available at the SalesItemsTree level to support routing and note management. These methods let you route quotes with comments and users, recall routing within the current transaction, retrieve routing-related users without additional HTTP calls, and add notes with associated virtual team members.
This enhancement gives developers more flexibility when building Groovy logic and helps improve performance by reducing unnecessary HTTP calls and locking behavior.
The new methods:
route(String userComment, List<String> containsUsers)Routes the current quote and includes the specified user comment and associated users.
recallRouting(Collection<String> userIds)Recalls routing for the specified users within the current transaction context, which helps avoid nested HTTP calls and locking.
getUsersForRouting()Returns the users available for routing in the current transaction context without making an HTTP call.
getRoutedUsers()Returns only the users currently included in routing in the current transaction context without making an HTTP call.
addNote(String annotationDescription, List<String> containsVirtualTeam)Adds a note with the specified description and associated virtual team members.