New Features and Enhancements in Advanced Quoting Summer 2025

The following new features have been introduced in the Summer 2025 release of Advanced Quoting.

If you are upgrading from a previous version, see Upgrading to Advanced Quoting Summer 2025. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Release Content

We want to help you find all of the information and resources that you need to use our products effectively.

Certinia Academy

If you want to learn more about the new features in this release, see the FM Cloud - Summer 2025 Release Highlights Certinia Academy module. This module will guide you through the new features in Financial Management Cloud.

Enhancements to User Experience of Advanced Quoting with Lightning

We've made enhancements to streamline customer quotation line tasks in Lightning.

Streamlining Customer Quotation Flow with Picklist Fields

Picklist fields are now supported when you are creating customer quotation lines in the OIM Advanced Quoting - Customer Quotation Lines Grid Lightning component in order to help you to manage your quotations in a more efficient way.

Automating Upsell Items in Lightning

Upsell lines are created automatically when you save a new customer quotation line added to the OIM Advanced Quoting-Customer Quotation Lines Grid Lightning component in order to help you to manage your quotations in a more efficient way.

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.