This release introduces several important enhancements to improve quote management and PDF export workflows. Administrators can now enforce a new workflow rule requiring all line items to be closed before a quote can be finalized, ensuring greater process integrity. The duplication feature has been updated to reset quote statuses, approval workflows, and automation rules on duplicate quotes, preventing bypass of approval processes and ensuring quotes reflect current configurations.
Additionally, PDF quote exports now offer flexible and configurable user signature profiles, allowing administrators to pre-assign contacts at the template level while enabling end users to easily select, edit, or customize contact and signature details during export. These updates streamline quote accuracy, compliance, and customization, enhancing overall operational efficiency and user control. The final feature in 2.17 allows users can now apply Suggested Costs to multiple line items at once.
Close All Lines To Close Quote
This release introduces a new workflow enforcement option that prevents users from closing a quote until all of its line items have been closed or completed. This helps organizations maintain workflow integrity by ensuring that quotes cannot be finalized prematurely.
Quote Statuses Page
Administrators can enable this behavior by checking the new Close All Lines To Close Quote toggle on the Quote Statuses page in System Settings. When this setting is active, users will not be able to change a quote's status to one marked as Closes Quote unless every line item in that quote has a status marked as Closes Line.
This setting is off by default, so existing workflows will not be affected unless an administrator explicitly enables this behavior.
Note that in the example above, the Closes Quote checkbox is enabled for quote status Closed.
Line Item Statuses Page
To support this feature, a new Closes Line checkbox has been added to the Line Item Statuses page in System Settings. Administrators can mark one or more line item statuses as closed or completed by checking this box. This works similarly to the existing Closes Quote checkbox on the Quote Statuses page - administrators have full control over which statuses represent a closed or completed state for their organization's workflow.
List View Page
In the List View, when users attempt to change the quote status via the Quote Status modal when all lines are not closed, they will not be able to see any closed statuses in the dropdown:
Closed statuses will only be available if all line items in the list also have a closed status:
Quotes Page
The same enforcement applies on the Quotes page when using the Change Status feature. Closed quote statuses will only appear in the change statuses dropdown when all line items in all selected quotes are closed.
Reset Quotes When Duplicated
This release changes how the Duplicate feature behaves to ensure duplicated quotes go through proper approval processes and reflect current automation rules.
Previously, when users duplicated a quote, the new quote retained all line item statuses, approval states, and workflow details from the original. This meant duplicated quotes would bypass the approvals workflow entirely, which could be problematic for organizations with strict compliance requirements.
Now, when a quote is duplicated, CPQ automatically resets the quote to a fresh state and re-evaluates all automation rules, including:
- Global and Customer Specific Pricing Rules (whichever is applied to your list)
- Auto-Assignments
- Approvals Workflow
- Additional Fees
As a result, the duplicated quote may have updated values for suggested quantities, suggested prices, suggested costs, line item assignees, line item approvers, and additional fees - all reflecting the current rule configuration rather than carrying over potentially outdated values from the original quote.
Also, note that if an Approvals Workflow is configured, all line item statuses reset to the first status in the workflow, and approvals reset to transition 1. If no Approvals Workflow is configured, line item statuses reset to the default status defined in the System Settings Line Item Statuses page.
Lastly, it’s important to mention that the quote status also resets to the default status you’ve specified in the System Settings Quote Status page. In summary, the behavior mentioned above ensures that duplicated quotes are treated as new quotes from a workflow perspective, while still preserving the requested and quoted part details that make duplication useful in the first place.
In summary, the behavior mentioned above ensures that duplicated quotes are treated as new quotes from a workflow perspective, while still preserving the requested and quoted part details that make duplication useful in the first place.
PDF Quote Contacts: Signature Details & Configurable User Selection
This release introduces a comprehensive update to how contact information appears on PDF Quote Exports, giving users more control over signature details and allowing administrators to pre-configure contact assignments at the template level.
User Signature Profiles
All users can now configure a personal signature profile within their user settings. This profile includes fields for role, contact information, and location details.
Once configured, these signature details become available whenever the user is selected as a contact on a PDF quote export, eliminating the need to manually enter this information each time.
Administrator Template Configuration
Administrators now have expanded control over PDF template settings in System Settings.
For each PDF template, administrators can define custom titles for contact sections, assign default users to each contact slot, and view or edit the signature details associated with those users.
This means that when a user exports a quote using a particular template, the appropriate contacts - such as an account manager, technical contact, or regional representative - are already pre-populated based on the template configuration.
If needed, admins can edit the details of each contact and all updates will be retained and associated with the updated templates.
In addition, admins can also use the Free Form option and choose to associate custom signature details with contacts:
Lastly, admins can choose the Quote Owner option to load the signature details of the user of a given quote into their contacts:
Flexible Contact Selection at Export Time
When exporting a quote from List View, the contact details configured for the selected template will load automatically. However, users retain full flexibility to change contacts on the fly if needed.
They can select different users from the system and have those users' signature details populate automatically, they can manually edit any of the signature fields directly before generating the file, choose to populate contact details in a free form text field, or associate the Quote Owner’s contact info with the PDF quote.
This allows for quick adjustments when a quote needs to reflect a different team member or when contact details need minor updates for a specific customer.
Once downloaded, the finished product will look like this:
Group Action - Apply Suggested Cost
Users can now apply Suggested Costs to multiple line items at once using the new Apply Suggested Cost
option in the Group Actions dropdown.
When triggered, this action copies the Suggested Cost value into the Quote Cost field for each selected
line item.
To ensure data integrity, costs are only applied to quantity breaks where the Quantity field has already been populated. Quantity breaks without a quantity value will be skipped.
This behavior mirrors how the existing Apply Suggested Price action works, giving users a consistent experience when working with suggested pricing and cost data.