- Order Schedule Templates
- Display Tier Schedules
- Quote Terms formatting (Now supports more bullets, and combines ALL terms into a single list)
- Segment Schedule Table now supports Multi-Currency and changing the header name
- Quote Entry
- Master Tier Value on the Quote Entry Screen, Applies to all lines
- Admin Line Entry Columns
- Service Contracts
- Service Contracts creation is included in the Core Package, and no longer needs the Extension Package to be installed.
- Automation
- Product Terms interface, quicker, easier setup
- Define a Close Date for the Renewal Date relative to the Subscription Term
- Automatically Book Renewal Opportunities
- Manage Quote Contacts
- SOW Extension
- Separate Manage SOW Items button on Quotes. SOW Items will no longer share the same Manage Quote Terms interface.
The Fall 2018 release spans versions 5.1-5.37