• Setup
    • BETA Product Import Utility: Easily import Products and Associated Pricebook entries all in one screen from a simple CSV import. 
  • Quote Entry
    • Support for over 300 products in your catalog and thousands of tier levels
    • Percentage Based Product Options are simplified for xRR only based products.
    • Product Offsets allow you easy add purchased products that you would like to swap out.
  • Automation
    • BETA Greenfield month to month contracts: Use a single opportunity for month to month Greenfield contracts. Opportunities and associated objects are automatically extended until the contract is cancelled.
  • Reporting & Visualizations
    • Account Transaction Timeline (View transactions for an account from the AccountWidget) in version 12.16+
  • Retired Functionality
    • Legacy Quote Entry screen
    • xRR Tab


As of March 1st, 2022, BETA products are currently available to a limited set of customers and will be GA in a later 12.x release.


The Spring 2022 release spans versions 12.0 - 12x