Quote Management Data Model
Enable your organization with the infrastructure to capture and maintain quotes.
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v13.2.1
Scoped Application
Free-ish (consumes 11 tables)
11 tables
Developer Instance
Sub-Production
Install Trend
First tracked: 2024-10-30
Latest: 2026-10-25 (0 installs)
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About
The Quote Management Data Model application provides access to the tables that store quote‑related data. These tables include quotes, quote line items, quote line characteristics, and quote pricing adjustments. When you create a quote, the data is stored in these tables.
Key Features
- New Quote Advanced Entity for Quote Experience
- Quote-Line, Characteristics, Pricing Adjustment, Ramps relationships
- Contract-Quote & Oppty-Quote mappings on new entity
- Original Line reference field for split line tracking
- New primitives: Quote Type, Line Type, Delta prices, Renewal/Upsell amounts
- Delta price treatment field
- Child oppty line stamping on quote lines
Version History (19)
v13.2.1
2026-10-08 16:42:38
Buyer organization fields added
--- AI Generated Release Notes ---
New
Customers can now complete Advanced Quoting integration through a gu...
v13.1.3
2026-09-10 19:05:37
New: Auto-add and update quote line segments for derived-price products based on source product offering contributions across date ranges
Changed:...
v12.2.1
2026-08-07 19:00:37
Platform Stability & Performance – Addressed reported defects and implemented performance improvements to enhance system reliability and respo...
v12.1.0
2026-07-09 17:06:02
New
Quote Advanced data entity for Transaction Manager integration
Original Line reference field to track split line relationships
Quote Type and ...
v12.0.2
2026-06-16 16:33:41
Integration Guided Setup
Quote AI Agent
Configuration AI Agent A2A
Renewal pricing for ramped quote lines
Context rules: rules engine enhancements...
v11.7.1
2026-10-08 16:39:15
--- AI Generated Release Notes ---
Fixed
The quote screen now remains stable and no longer refreshes constantly. The automatic refresh triggered b...
v11.6.2
2026-09-10 19:04:41
New: Auto-add and update quote line segments for derived-price products based on source product offering contributions across date ranges
Changed:...
v11.3.1
2026-08-07 19:01:04
Platform Stability & Performance – Addressed reported defects and implemented performance improvements to enhance system reliability and respo...
v11.2.3
2026-07-09 17:05:29
New
Quote Advanced data entity for Transaction Manager integration
Original Line reference field to track split line relationships
Quote Type and ...
v11.0.2
2026-06-16 16:32:48
Integration Guided Setup
Quote AI Agent
Configuration AI Agent A2A
Renewal pricing for ramped quote lines
Context rules: rules engine enhan...
+ 9 more versions
ID: d5457076b70131101aaebe508e11a907 · Published: Oct 2026 · Updated: Oct 25, 2026