New Features and Enhancements in Advanced Quoting Winter 2026

The following new features have been introduced in the Winter 2026 release of Advanced Quoting.

If you are upgrading from a previous version, see Upgrading to Advanced Quoting Winter 2026. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

If you are upgrading from a version earlier than Summer 2025, check the documentation for previous releases for upgrade details.

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 - Winter 2026 Release Highlights Certinia Academy module. This module will guide you through the new features in Financial Management Cloud.

Improve Your User Experience with Expanded Lightning

We’ve made some improvements to ensure you gain an enhanced Lightning experience while using Advanced Quoting features. These improvements span across various functionalities, ensuring a seamless and more productive workflow.

Managing Customer Quotation Lines with Upsell Items or Item Options

When you delete customer quotation lines associated with lines that contain upsell items or item options, those associated lines are also deleted, independently from whether or not their items are defined as mandatory. This functionality provides you with a clearer and more concise overview of your customer quotation lines, offering better readability and intuitive product interaction.

Fixes