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Copy Associations via Workflow

Feature Status: In beta

4 Nov 2026

PDF Regeneration after Buyer Edits on Quotes

Feature Status: Live

27 Oct 2026

Edit the create form to include any associations to your custom object

Feature Status: Live

27 Oct 2026

Import products with tiered pricing using Breeze

Feature Status: Live

20 Oct 2026

Custom Quote Domains for Templates

Feature Status: Live

20 Oct 2026

View permissions for standard line-item properties

Feature Status: Live

13 Oct 2026

Post-Restore Summary

Feature Status: In beta

7 Oct 2026

Use Teams for Advanced Quote Approvals

Feature Status: Live

7 Oct 2026

You can now create up to 20 Customer Agent Actions

Feature Status: Live

7 Oct 2026

New Guidelines UI for Customer Agent

Feature Status: Live

29 Sep 2026

Customer Agent Auto-Setup

Feature Status: Live

29 Sep 2026

AI Connector Access to Sensitive CRM Data

Feature Status: In beta

29 Sep 2026