Release Notes 189

CPQ: SKU and Pricing Plan Localization

The platform now supports SKU localization across the Product, Offer, and Bundle pages, along with expanded localization for consumption meters in the Pricing Plan section, allowing partners to input variable names and values across all supported languages and users to see the values in their selected language. 

Learn more: Product Management Overview, Design Section Overview

CPQ: New Plan-Wide Quantity Settings

Previously, when creating a Pricing Plan, adding a number field required it to be marked as the primary quantity field ("Use as Quantity") with a mandatory minimum value greater than zero. This limitation made it impossible to create optional or auxiliary number fields with default values of zero, often requiring workarounds. To address this, new "Plan-Wide Quantity Settings" have been introduced, offering greater flexibility and clarity when configuring Pricing Plans.

Learn more: Design Section Overview

CPQ: Extended Form Actions in Pricing Plans

The new Form Actions within the Pricing Plan allow users to define and execute custom actions as part of their pricing plans, improving the flexibility of subscription management. Users can now define custom actions such as redirection, password resets, user creation, and email updates while providing a localized UI for easy setup. This update improves workflow automation, streamlines subscription management, and improves the overall user experience.

Learn more: CPQ Presenter action types

New API Endpoint: Retrieve All Customers

With a single API call, the new "GET All Customers" API endpoint allows distributors and resellers to retrieve customer organization details - including addresses, contacts, custom organization properties, and vendor tenant. This API supports Distributor, Reseller, and Customer levels, significantly improving performance and optimizing data retrieval.

Learn more: Get All Customers Details via APIs

APIs: Get Customers Details, Get Multiple Customers Details

Invoices Tab Hidden for Support Agent Role

The Invoices tab is now hidden for users with the Support Agent role, ensuring access is restricted to relevant user permissions. This update improves role-based access control and strengthens data security.

Learn more: User Permissions and Roles: A Guide for Distributors, Sellers, and Customers

Extended Reporting API with Consolidated Invoices

The Reporting API now supports Consolidated Invoices, improving invoice management and financial reporting for partners.

Learn more: Reporting API – Consolidated invoices

APIs: Reporting API

Extended Activity History with Customer Organization Custom Properties

Changes to Customer Organization custom properties made on the Customer Details page will now be recorded in the Activity History. If the visibility of a custom property is restricted, only users with the appropriate role (e.g., Seller Admin) will see the changes in the Activity History, ensuring role-based access is respected.

Learn more: Activity History, How to edit an organization profile?
APIs: Activity History API Manual, Activity History API

Vendor Contract Sharing with Userlane

The platform now shares a Vendor attribute with Userlane for partners who have the integration activated in the AppXite platform. This update enables Userlane to display relevant content based on the seller’s active vendor contracts, ensuring a more tailored user experience.

Learn more: Userlane