New Features and Enhancements in Services Estimator Summer 2025

The following new features have been introduced in the Summer 2025 release of Services Estimator.

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

Introducing Estimate Pricing Modifiers

To provide greater flexibility in your estimates, we've introduced estimate pricing modifiers. Administrators can configure these modifiers in the Estimate Pricing Modifiers tab to align with your organization's specific requirements. Once set up, you can easily apply these positive or negative adjustments to an estimate, or estimate product instances, from the Related tab. You can view the impact these modifiers have on your estimate in the Estimate Financial Summary.

Estimators can easily apply relevant pricing modifiers to individual estimates, or estimate product instances, accommodating unique requirements, customer agreements, or strategic pricing decisions.

For more information, see Estimate Pricing Modifiers Overview.

Introducing Billing Groups

You can now group estimate products together for collective billing on your estimate. You can do this in two ways:

• Fixed Price Estimate Level Billing: Select the Fixed Price Estimate Level Billing checkbox to group all estimate products on an estimate to be billed together, when adding them to an estimate.
• Estimate Milestone Preview: Use the Manage Billing Schedules button on the Financials tab to select specific products for grouping.

Additionally, you can add independent records to these billing groups. This new functionality simplifies the billing process during estimate creation by enabling you to manage the billing schedule for multiple commonly used products and independent records collectively.

We have also introduced the ability to bill on a bimonthly billing frequency. This option is available to select when managing your billing schedules on the Estimate Milestones Preview.

For more information, see Billing Groups Overview.

Introducing Estimate Pricing Methods

We have introduced estimate pricing methods to provide a more flexible and transparent way to price your estimate products. You can create multiple estimate pricing methods, each with its own distinct logic, from the Services Estimator Administration page.

Previously, you could implement a single, org-wide custom pricing rule using the ConfigurablePricingPlugin API. Now, you can register multiple custom Apex classes as estimate pricing methods. These methods are displayed in a drop-down in the new Pricing Method column in the Estimate Builder. This enables you to select desired pricing logic and see its impact on the estimate product immediately.

We have provided two default methods, Cost Plus and Time and Materials, which are created automatically when you run step 1 of the Enable Estimate Pricing Methods feature in Feature Console. This enables you to use the default system calculations and your own custom pricing rules, offering a clearer view of how pricing is determined.

Warnings:

• Dated resource bill rates can only be used with the default Time and Materials pricing method. They are not compatible with Cost Plus or custom pricing methods. Dated resource cost rates can be used with any estimate pricing method.
• All existing configurable pricing plugins are not compatible with this new feature. The org-wide configurable pricing plugin introduced in Spring 2025 will not be retained on upgrade.

For more information, see Estimate Pricing Method Overview and Plugins Overview.

Asynchronous Processing for Refreshing Rates

We've introduced the Synchronous Refresh Rates Threshold field in the Services Estimator Process Settings custom setting. If the number of role requests related to an estimate exceeds the specified threshold, the refresh rates process automatically run asynchronously. This ensures that the refresh rates process is now scalable and more reliable.

Previously, role requests were always processed synchronously when refreshing rates.

For more information, see Services Estimator Process Settings.

Customize Field Level Mappings

Estimate Product to Estimate Product Instance Mappings

We have created the Estimate Product to EP Instance Mappings tab, enabling administrators to map fields on an estimate product to fields on an estimate product instance. This ensures the required data is transferred between estimate products and estimate product instances.

Estimate Product Instance to Opportunity Product Mappings

Additionally, we have created the Est Prod Instance to Opp Prod Mappings tab, enabling fields to be mapped on an estimate product instance to fields on an opportunity product. This ensures the required data is transferred between estimate products and an opportunity.

For more information, see Services Estimator Administration.

Dated Resource Rates

A role request can now be matched to a rate card that holds a series of predefined dated resource bill or cost rates. The role request's total bill amount, or total cost amount, then takes account of the rates that apply over its duration.

For example, dated resource cost rates for the next five years might be predefined on a rate card. When that rate card is matched to a role request spanning three years, the role request's total cost amount incorporates the rate changes that take effect in the second and third years. If rates are added, changed, or deleted over the role request's duration, its total cost amount updates to incorporate the changes. Worked examples are provided in Calculating a Role Request's Bill or Cost Amount When Using Dated Resource Rates.

When you view a role request that uses dated resource bill or cost rates in the Estimate Builder:

• The Bill Rate or Cost Rate value is calculated by dividing the role request's total bill or cost amount by its number of hours.
• A tooltip over the Bill Rate or Cost Rate cell shows a breakdown of the applicable rates, with the hours and dates when each rate applies. A maximum of five rates are displayed. If more than five rates apply, you can check the bill rate card or cost rate card to view them all.

When you view monthly totals in the Estimate Financial Summary, the total revenue and cost amounts take account of any dated resource bill and cost rates used by role requests. For more information, see Including Role Request Cost and Revenue Amounts in the Estimate Financial Summary.

For information about how to get started using dated resource rates on role requests, see Using Dated Resource Bill and Cost Rates in Services Estimator.

Warning:

Dated resource bill and cost rates are Beta functionality in PSA due to limitations of use, but they can be used with role requests in Services Estimator. For information about dated resource rates in PSA, see (Beta) Dated Resource Rates Overview.

Using the Schedule Exception Object

Due to a security update in PSA, read permission to the Schedule Exceptions object is now mandatory for all users.

Deprecations

In the Spring 2026 release, we will deprecate the Services Estimator – Salesforce CPQ Connector page layout and its associated Estimate record page.

To ensure access to future enhancements and functionality updates, we recommend that you migrate to using the Services Estimator page layout and associated Estimate record page.

Permissions

For information about the changes to permissions in this release, see Permission Sets and Other Technical Documentation.

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 Services Estimator, see the relevant section of the Known Issues page.