Summer 2025

CPQ user interface upgrade (Beta)

The Beta release of our enhanced UI experience continues to improve our UI framework with several visual, configuration, and interaction-level enhancements.

Key updates that support a more consistent and intuitive experience include:

• Customizable record creation dialogs

  Quote and agreement creation dialogs now support improved usability with field customization. Add standard and custom fields, control field visibility and order, and apply localization selections.
  

• Customizable tabs in record detail views

  You can now reorder and hide standard tabs, and add custom tabs in object record detail views. This makes it easier to organize and present business-specific data, such as invoicing or billing information, separately from core system data.
  

• UI and UX enhancements

  Several visual and interaction-level improvements align with the latest design standards, resulting in a more consistent and streamlined experience across key modules.

The Beta version of the enhanced UI experience is intended for early adopters. Keep in mind:

• You may encounter bugs or limitations.

• Some features may be incomplete or change in future releases.

• Product documentation may not reflect the new UI experience.

• You can easily switch between the new and classic user interfaces.

Learn more

• Customize fields and columns

• Customize tabs on the object detail screen

• Customize header on the object detail screen

• Customize actions

Sales agreements management

This release includes enhancements that enable you to more efficiently manage sales agreements.

Mass edit for line item tables

We’re introducing a powerful new enhancement to the CPQ Line Item table: customizable mass edit. Users with UI customization permissions can now enable mass edit support for any editable column in the Quote or Agreement Line Item tables.

When configured, Sales Reps can select multiple line items, launch the Mass Edit dialog, and apply changes to all selected line items in a single step.

This feature significantly streamlines bulk updates, enhancing user efficiency and reducing repetitive data entry. Admins can fine-tune which attributes are mass edit-enabled to ensure the feature is targeted and relevant to each business workflow.

Watch to learn more.

Learn more

Customize columns

Sales agreements default currency

When you create a sales agreement, the currency type is now automatically selected based on a set of priorities, considering user preferences, account settings, and system defaults. The default logic depends on whether you have selected an account or enabled sales data determination.

You can manually override the currency selection if allowed by configuration or profile rules.  

Sales agreements default date range

When you create an agreement, Start Date now defaults to the next day’s date. End Date is set based on the duration you configure, such as 365 days. When editing either date, the system helps maintain valid ranges to prevent inconsistencies.

Learn more

Configure agreement settings

Sales agreements in account and opportunity views

We added Agreements (Negotiation) and Agreements (Published) tabs to the Account and Opportunity detail pages. These tabs display related agreements and allow you to view, filter, create, and delete records from a single context.

Learn more

• About accounts

• About opportunities

Multiple reports at each launch point

Embedded visual analytics now supports multiple reports at each launch point, displayed in a tabbed layout. This allows you to easily switch between related insights within a single context.

Important

If you embedded analytics reports before the Summer 2025 release, you must reconfigure them to align with the updates:

• The Destination Name field should now contain a custom system name for the report instead of the UI location.

• Add the following required parameters in the Additional Properties section:

  • LaunchPoint

  • Title

  • Sequence

For details, read our updated product documentation.

Learn more

• About integration

• Set up visual analytics integration

SSC upgrade

We fully refactored SSC integration to align with the latest released version, SAP SSC 3.3. This update ensures compatibility, improved stability, and support for the most recent SAP SSC capabilities.

Performance improvements

We improved the database performance through normalization of table indexes and refactoring of key queries. These changes enhance system responsiveness and support faster data operations across core workflows.