New Features and Enhancements in Advanced Quoting Winter 2024

The following new features have been introduced in the Winter 2024 release of Advanced Quoting.

If you are upgrading from a previous version, see Upgrading to Advanced Quoting Winter 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Copy and Paste Items to Customer Quotations

You can now copy items from a CSV file and paste them to add to your customer quotations easily. On the customer quotation record pages, we have modified the Add Multiple Items button to display the Search Items and Paste Items options when clicked. You can select whether you want to search items or paste items. For more information, see Creating a Customer Quotation.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Advanced Quoting, see the relevant section of the Known Issues page.