Release Notes 26.7.2
What’s New
Quoting Experience Enhancements — Branding, Self-Service, and Revisioning
We’ve introduced key enhancements to the quoting experience in Xvantage, improving branding, usability, and lifecycle management to support a more digital-first, self-service workflow.
Personalized Branding for Quotes: You can now configure centralized Branding Preferences (logo, company name, headers/footers, and legal text) under Quote Manager, which are automatically applied to all email and PDF quotes—ensuring consistent, professional, and customer-ready communication while reducing manual effort.
Enhanced Self-Service End Customer Quoting: A guided quote creation experience now enables you to customize messaging, preview quotes in real time, and share via email or PDF, with branding auto-applied—streamlining quote creation, improving customer engagement, and accelerating quote-to-order conversion.
Self-Service Quote Revisioning: You can now edit active quotes without creating new IDs through version-based revisioning, where updates to products, pricing, and quantities are tracked with full history, automatic version control, and notifications—improving flexibility, traceability, and overall quote management efficiency.
These enhancements deliver a more flexible and professional quoting experience, helping you create customer-ready quotes faster, manage revisions more efficiently, and streamline collaboration throughout the quote lifecycle in Xvantage.