Pricing plan search in Quotes

^{Moderate Upgrade}

❗ Important: This feature is currently in Early Availability (EA) status. For more information on feature status, see Product lifecycle phases.

With this release, users can now view and select specific pricing plans directly within the product and edition search experience before adding a product to a quote. Users can view and select specific pricing plans including billing frequency directly in the product and edition search interface when building quotes. On the Instant Quote Creation and Quote Details pages, a drop down on edition results expands an accordion allowing users to choose a pricing plan before adding the product to the quote. Previously, selecting an edition applied the first available pricing plan by default, and users had to open item configuration to change the plan.

Key highlights

• Users can now select a pricing plan directly in product and edition search before adding a product to a quote.
• The updated experience displays:
  • Billing frequency
  • Contract term
• The product search UI now uses an accordion layout for edition results to support multiple pricing plan options.
• A new button Add to Quote allows users to choose the required billing frequency and contract term within the expanded edition view.
• Users can still change the selected pricing plan later using Edit on the quote details page.

UI updates

• Instant Quote Creation > Product Search — A drop down on edition results expands an accordion to select a pricing plan before adding the product to the quote.
• Quote Details > Product Search — A drop down on edition results expands an accordion to retrieve and select a pricing plan before adding the product to the quote.

Feature enablement

This feature is not enabled by default. Contact your AppDirect technical representative to request access.

Setting enablement

No setting enablement is required.

Documentation

Documentation will be updated with the release.