What’s new at Sculptor CPQ for Salesforce?
Release notes
We constantly improve the Sculptor CPQ app for Salesforce to cater to the evolving requirements of its users and foresee any potential issues they might have. Our release notes detail every update and improvement made to the app since its launch in 2022 until now.
New Features
- Added an ability to show margin as Absolute value, % from Cost Price, and % from Price
- Added an ability to set price as included by default in Bundle Builder
- Added an ability to use merge fields in PDF Blocks and in Quote and Quote Line Item description fields
Version 1.17
Improvements
- Added an option to choose a custom template each time a quote is generated
- Added an ability to configure product grouping and additional fields for each user (not organization-wide)
— An ability to modify text on Quote Builder and Web Quote
— Added functionality to customize labels across Bundle Builder, Opportunity Builder, Quote Builder, Web Quote, and PDF Quotes, allowing admins to align labels with organizational needs
— Added the ability to configure field sets directly in Salesforce object settings and link them to Sculptor CPQ via API names, with an option to revert to default settings by clearing the API name
- Added an option to create a subtotal line after every Quote Line Item in a Quote
- Added an ability to hide Quote Line Items from the quote (PDF and Web Quote)
- Added an ability to search products by all fields on the sidebar (except Price field)
- Added an ability to set a desired price for the entire bundle, with automatic recalculations for each option to meet the target price
- Added an ability to translate Web Quote and PDF to different languages
- Added an ability to set group structure based on the first group level
- Added an ability to manage taxes for each Quote Line Item in a quote
- Added an ability to exclude Quote Line Item price from the total
2024
2024
Aug
UI changes:
— Added an ability to quickly expand/collapse Product description blocks across the entire quote
— Added an ability to create collapsible/expandable groups on bundles for easier bundle configuration in quotes
— Added an ability to add a product in Quote Builder by clicking the plus (+) button
— Hid empty group levels on the Product sidebar
— In Bundle Builder, Opportunity Builder, and Quote Builder sidebars and the central part are scrolled separately
New Features
- Added ability to attach your own PDF files to PDF Quotes.
Version 1.15
Improvements
- Added ability to view Accepted Quotes’ history in Quote object Attachments.
- Added ability to add configurable columns on Quote Builder.
— Added a warning message in Quote Builder when you are trying to send the Quote to an invalid email address.
— Added ability to drag and drop products in Bundle Builder through different features and sections.
— Product sidebar can be grouped into 5 fields.
— Bug fixes and other minor improvements.
— Community Sculptor Quote Builder: the difference between the original price and the price you set manually will be shown in Margin column.
- Removed the button to make Parent Quote Primary
- In Quote Builder Details section, there are no Quote Fields in Parent Quote
- Parent Quote has special sign in right sidebar instead of sum
- No products can be added to Parent Quote
2023
2023
New Features
- Added ability to create new Action type on Pricing Rule page ‘Notification’. Now user will be able to create 3 types of Notification messages Informational, Warning and Error which will be shown on the notification bar on Quote Builder with the provided message.
- Added ability to settle relations between Quote Line Item and Assets.
2022
Version 1.14
Improvements
— Added ability to handle product list length.
— The time zone is displayed in the left sidebar on the Bundle, Quote and Opportunity editors correctly.
— When you create a bundle with several suboptions, check Suboption is required and don’t choose any, the first suboption will be chosen as a default on Opportunity Builder, Quote Builder and Web Quote.
— Improved look of the interactive Quote.
- Added ability to pre-configure Bundles. The products you choose in Bundle Builder will be chosen in Opportunity Builder, Quote Builder and Web Quote.
- Added ability to create your own PDF Templates.
- Added ability to hide the prices of the options of a bundle on a Web Quote and PDF Quote.
- Added ability to change the name of a Product and Indicate a manual Cost Price.
- Added ability to recalculate your Quote Builder after any change from 1 to 5 times automatically.
- Added ability to combine several quotes to one proposal.
- Added ability to add different bundles configured in different ways to a quote.
- Added ability to calculate taxes on Quote Builder and view the result on Web Quote and PDF Quote.
— On Quote Builder, a user can create a Quote and required fields will be shown.
— On Quote Line Item details, you can insert the pictures, that will be shown on Web Quote and PDF Quote.
— Approval process is compatible with Professional Edition.
2022
New Features
- Added Sculptor UI Configurations Page. In order to help users to configure Sculptor UI without the need to switching between various custom settings and field sets, the configuration settings are united on one page. The page is opened from the tab named “Sculptor Settings”. The tab should be available for admin users, who have Sculptor licenses.
- Added the ability to control access to all Builders pages. Remove the ability to user navigate to Quote builder, Bundle builder, Opportunity builder and Pricing rule.
2021
Version 1.13
Improvements
— Changed label for field Number to Quote Number.
— Removed for conditions operator contain for checkbox field.
— Replaced operator 'Contains' to ‘Has a sub-product’ on Pricing Rules page for Quote Line Item object.
— Added additional Save button on Quote and Opportunity builders if Bundle contains more than 6 options for user.
- Added details section to Pdf version of quote. Now Quote line Item details will be shown not only on Web version but also on PDF version.
- Added the ability to prevent WEB quote editing for guest user.
- Added the ability to choose several contacts when sending web quote.
- Added Make Primary button on Quote builder and Quote object. Button should make current quote primary on the related opportunity.
- Added the ability to add several same products to a quote.
- Added the ability the capability of adding a formatted description before the product
- Added the ability to create new opportunity on Opportunity builder
— Fixed issue with Chatter opened.
— Increased chars limit for Description Header/Footer on Quote builder.
- Added the ability to change options order in Feature on Bundle builder
2021
New Features
- Added ability to create Quotes and Opportunities in different currencies for multicurrency orgs.
- Added Interactive Quote Statistics for tracking time spent on the quote by your customer (IP address, browser version / OS, duration of visit, and tracking if the customer is on the quote now).
2020
Version 1.12
Improvements
— Changed the logic of cost price - 0 cost will be shown if it was not populated on price book entry.
— Added the ability to remember the place where the user was upon getting back before switching to another tab from a Sculptor’s tab.
— Minor UI Improvements for web quotes.
— Only Active Products are now displayed in Product Left sidebar and Bundle builder right sidebar.
- Added Opportunity manager that helps the manager to see the related Quotes on an Opportunity while working on the Opportunity Builder with the ability to delete the quote straight from Opportunity builder or navigate to Quote builder for editing.
- Added the ability to attach files straight from Quote or Opportunity builder.
- Added filter functionality to Bundle builder, Quote builder, Opportunity builder.
Note! If you already use the earliest versions of Sculptor CPQ, be aware that after version updating this feature will not automatically appear - don't forget to setup this feature as described at the link above.
- Added two description fields on Quote - Description Header / Description Footer that will be shown on Web and Pdf quote if populated;
Note! If you already use the earliest versions of Sculptor CPQ be aware that after version updating this feature will not automatically appear - don't forget to change the quote layout in setup if you want to use these fields. For more details see the link above.
2020
New Features
- Added approval process control functionality and the status bar on Quote and Opportunity builder. It lets users know if they are allowed to edit a Quote, or if other statuses or approval processes prevent them from editing (for more information, click here);
- Implemented Rule grouping configuration and Rule order of execution for more effective use of Pricing Rules (for more information, see section Rules / Folders submenu overview).
2019
Version 1.11
Improvements
— Added external Chatter symbol limit.
— Minor UI Improvements for web quotes.
— UX improvements in case of insufficient privileges.
- Implemented the grouping settings of the Right Sidebar for Quote and Opportunity Builder for better navigation.
2019