The release notes summarize new features in the 22/08 release of the Digital Sales Platform. Key features include enhancements to the visual product finder like mass maintaining spare part catalogues and adding click-through hotspots to component drawings, improvements to the quoting and configurator experiences like simplified guided selling setup and enhanced search functions, and changes to streamline collaboration like defaulting virtual teams and logging approval emails. The release aims to improve user efficiency and experience across commerce, quoting, and collaboration.

1. Welcome to
Digital Sales
Platform.
22/08 Release

2. What is new in
22/08 Release?
Features-at-a-Glance
▪ Commerce
• Visual ProductFinder
• Mass Maintain SparePart Catalog
• Hotspotclick-through to componentdrawings
• Controlorder of images shown in the visualproductfinder
• Checkout
• Option for one-time addresses (for Billing & Shipping at checkout)
▪ CPQ
• Simplify Guided Selling setup with Images
• Configurator Enhancements
• Improved pricing view
• Enhanced search function to filter Quote line items
• ControlPDF Properties
• Language specific workbook outputwith option to saveas attachment
• Proposaltext-restorebased on Quote language
• Logging approvale-mail in Notes
• Split Mailbox for business-criticalvs less critical emails
• On-platformcollaboration with virtual team defaulting

3. Order Checkout
• Option for one-time addresses (for Billing &
Shipping at checkout)
2D Visual Product Finder
• Mass Maintain SparePart Catalogue
• Hotspotclick-through to componentdrawings
• Controlimage sequence

4. Mass Maintain Spare Part Catalog
SparePartCatalogues usually are made up of thousands of products, posing a huge barrier to implementation.
This new feature will help John overcomethe challenge of digitalisation and enjoy the functionalities of the
visualproductfinder in Commerce.
With an SVG file exported fromthe CAD system thatincludes information on the productimage as well as the
co-ordinates of the hotspots, John can simply set it up in DSP with an excel upload.
Audience
Benefits
• Time-saver for a speedy setup of visual
product finder.
• Simplifying maintenance of hotspots on spare
parts list drawings.
Features
• Upload of SVG files with hotspots identified;
to be mapped.
• As there can be multiple BOM, the BOM
Name + BOM Position are in combination
used to calculate the Product ID. There is
currently no validation that Position is unique.
Additional Notes
• To keep the solution generic, the SVG needs
to be parsed in the implementation project.
Call API to upload image, create excel, and call
another API to upload excel foruploaded
image.
• When preparing excel, you can fill either
Name, or ERP ID, or CRM ID or (BOM Name+
BOM Position). If you define more than one,
they must point to same product, else you will
get a warning.
• Refer article: Excel upload of Product Hot
Spots formore details
John DeMarco
Commerce
Administrator
Hotspots areplaced at the right
coordinates,with correct product
identified.
Additional columns capturethe
coordinates of hotspots.
Products can be identified based on Product
Name, or ERP ID, or CRM ID or (BOM Name
and BOM Position combination).
Hotspots areplaced at the right
coordinates,with correct product
identified and mapped.

5. Hotspot drill down to component drawings
While it has always been possible to click into productdetail information or immediately add products identified
in the image to cart, this new feature allows users to directly navigateto related productcomponents which
havetheir own sparepart drawings and visualproductfinder.
Audience
Benefits
• Customers can easily navigate to related
product components and further drill down to
sub-components to be purchased.
Features
• For products with their own visual product
finders, there will be an additional button to
click through.
• The button is shown in line with the hotspots
on the image, besides on the product list,
next to the Add-to-Cart button.
Additional Notes
• Refer article: Click-through to component
drawings formore details
Joe Wills
Customer /
Distributor
Business Admin
Sarah Smith
Customer /
Distributor
End User
Now possibleto click directly to
the product’s own visual product
finder.
Now possibleto click directly to
the product’s own visual product
finder.

6. Control image sequence
When many productimages are attached, the sequencing of images shown can be defined. This is not only
applicable for Productdetail view but also in Visual ProductFinder.
Audience
Benefits
• Images displayed can be sequenced; no
longer randomised.
Features
• Control order of images shown in the visual
finder.
Additional Notes
• Do note that images added to the root folder
are visible in Commerce.
• Refer article: Control Image Sequence for
more details
John DeMarco
Commerce
Administrator
Assign the sequence of
product images
The main product image
is alwaysshown first
Remainingimages are
shown in order of
sequence

7. Option for one-time addresses (for Billing&
Shipping of Orders)
Users areallowed to manually enter one-time address (Billing address, Shipping address) on their
orders. This information will remain in order history, as historic orders show theaddress entered or
selected when the order was placed, decoupled fromAccountaddress changes.
Audience
Benefits
• Flexibility in using addresses that may not be in the
systemwhen placing orders
Features
• Dropdown of existing addresses to show “Other” option.
When selected, users are shown an additional section of
fields to type in address to be used.
• Google auto-complete functionality allows for easy entry
of information.
• The ship-to/bill-to address in Order would not change if
the Account address changes in future.
• Dropdown options in Amend Order screen includes initial
address, with duplicates removed.
Additional Notes
• Refer article: Billing and Shipping Address formore
details
All Users
Google auto-complete
functionality

8. Quoting experience
• Guided selling setup
• Find the right line Items
• Improved pricing view
• Consistency in determining virtual team
Proposal Enhancements
• Proposaltext-restorebased on Quote language
• Workbook download now languagespecific, with option
to saveas attachment
• Upgraded JASPERlibrary for security
Email resilience
• Logging approvale-mail in Notes to
improve
• Splitting mailbox
Configuration experience
• One click to partner and pricing details
• Tool tip for Thumbnail controls
• Block inconsistentconfiguration on submit
• Improved performance

9. Simplify Guided Selling setup with Images
Uploading images while setting up Guided Selling was manualand overly time-consuming. Cut-over fromtest to
production was hindered because of the repeated manual work involved to re-upload.
With this release, Nicole can now simply upload a zip folder containing the images to a temp folder in Content
Management. State the relative path name of the images in excel, and upload together with the Guided selling
question and answer sets. Oncesetup is complete, the temp folder can be deleted by Nicole. The sameset of
zip file and text can be later used when uploading in production.
With this enhancement wehope to have increased adoption of this featureacross our customer base
Audience
Benefits
• Easier setup for Guided selling
• Immense time-saver for onboarding and
maintenance
Features
• Support Image Upload (Guided Selling,
Products)
• Download folder from Content management
#183 as a zip file
Additional Notes
• Refer article: CreatingNewQuestionSets Via
Excel Uploadfor more details
Nicole Miller
Sales Ops
Specify the Zip Filename
and Path for the system
to extract images and
assign to questions &
answers

10. Audience
Benefits
• Helps to eliminate high impact user-induced
errors as UI enhancement helps users spot
and address errors faster.
• Users can find what they need faster with
smooth connection between configurator and
pricing and partner details.
Features
• Navigation to Price Items and Partner tab
• When all errors are successfully resolved, it is
visually reflected (success colourcode on the
info icon).
• Blocking submit of quote in case there are
errors.
Additional Notes
• Refer article: New ConfiguratorUI for more
details
Configurator Enhancements
Sarah
Hong
Sales Rep
Mick
Jones
Sales
Manager
Mike Jones
Quotation
Manager
You can now, navigation between line-item pricing & partners view and configurator view withoutgoing to line
items, saving you clicks and improving user efficiency.
Other than the completeness check, the correctness of rangevalues are highlighted, with a possibility to block
quote on submit. With the tooltip any ambiguity is removed, and users would know thatthe right value
is being selected.
Clicking"Price Items" or "Partners" navigates userto
the pricingdetailsor partner ofthe same line item
Tooltip when text
is truncated
(i) icon indicates if all
errors have been
successfully resolved
Correctness checks can be
enabled to block submit
Correctness check – checks for
any error in valueselected.

11. Improved Pricing view
Quotations are usually filled with multiple Price items and is usually content-heavy.
Visual enhancements help users better navigate the details – inactive rows, editable/non-editable fields are
easily identified, less confusion about currencies and percentages – thus allowing for faster processing of work.
Audience
Benefits
• Visual improvements for pricing
• Easily differentiate between editable and non-
editable fields
Features
• Price Item table – sort by ID + Source,
show disabled lines and fields in darker grey
shade
• Cosmetic change remove $, keep the % sign
Additional Notes
• Refer article: Introduction to Pricing for more
details
Sarah Hong
Sales Rep
Mick Jones
Sales Manager
Mike Jones
Quotation
Manager
Now possibleto sort
and filter by
Sequence/ID, Source
• Active rows showin white
• Inactiverows showin grey
• Non-editable fields aregreyed out
(%) shown for non-
absolutepercentage
calculated steps

12. Enhanced search function to filter line items
When working on Quotes with over 100 line items, one needs to filter and focus on specific items, like
those which need engineering or supplier input, or wheremargin health is low. With this release quote line
items can be filtered based on any of the available attributes. Minor details captured are now easier to find.
Audience
Benefits
• Search functionality no longer restricted to
standard few attributes and allows for more
targeted, filtered search.
Features
• Line item filter capability now applies to
all columns, with options allowing for filtering
by Not Blank / Is Blank.
• Sales Item Attributes 16 & 17 added.
Additional Notes
• Refer article: Filter Columns for more details
Sarah Hong
Sales Rep
Mick Jones
Sales Manager
Mike Jones
Quotation
Manager
Sales Item
Attributes 16 &
17 added
Sales Item
Attributes 16 &
17 added
Option to filter
by Not Blank /
Is Blank
Search function allows
specific filters for all
Information Types available
on Quote detailed page.
Search function allows specific
filters for all Information Types
availableon Quote detailed page.

13. Control PDF Properties
After quotations havebeen approved and proposals generated, sales reps like Sarah should not be able to
further modify the PDF files published by the system.
With the Jasper library upgrade, including certain properties, it is possible to encryptor password-protectthe
file. Or set it up in a way that you can open the PDF without a password butcannotedit the content.
Audience
Benefits
• Document Security
• Assurance and trust between parties
• Prevent internal confusion due to differing
records
Features
• Upgrade Library (for support of new features)
• Encrypted PDF files, preventing edits of
Proposal PDF output
Additional Notes
• Refer article: PDF proposal encryption (Jasper
Report) formore details
Sarah Hong
Sales Rep
Mick Jones
Sales Manager
Mike Jones
Quotation
Manager
Open PDF without
Password,butset
permission to disable
editingcontent

14. Workbook download now language specific,
with option to save as attachment
While working on trans-nationalprojects, users may decideat the point of file download that they might need
differentlanguage versions of the workbook template. They can now easily accomplish this, besides saving
these generated files as attachments in the systematthe sametime.
Audience
Benefits
• Better clarity for multi-lingual users to choose
the language of the workbook template when
downloading.
• Better record management with option to
store the download as an attachment.
Features
• Attachment stored as done for Generate
PDF Proposal, with a similarlogic to overwrite
the old file.
• Use setting string to format for quote report
title. Valid parameters: {QUOTE_ID},
{QUOTE_TITLE}, {VERSION},
{TEMPLATE_NAME}
• File name format should be able to handle CZ
characters.
Additional Notes
• Refer article: Workbook Template formore
details
Sarah
Hong
Sales Rep
Mick
Jones
Sales
Manager
Mike Jones
Quotation
Manager
Select Language of the
proposal to be
downloaded
Decide if the fileshould
be saved in the system
at the same time.
Define the Setting
String to format the
workbook Title
Decide if the fileshould
be saved in the system
at the same time.

15. Audience
Benefits
• Improved ease of use for users dealing with
multi-lingual proposals to change the quote
language and restore default texts on
Proposal if needed.
Features
• User can use, “Reset” action in Proposal tab
to reset proposal text using a template in
quote language. The action is only enabled
when row(s) are selected.
• When user clicks on Proposal tab, the
formatted text of the first row is shown,
reducing one click.
• On quote create, we have add Quote
Language, so in case user want to select the
quote language else its determined on save. It
is also possible to hide this field using UI
Profile.
• Quote Language field is available when
copying Quote language. Changing it will
default the proposal text from template.
Additional Notes
• Refer article: Text Restore formore details
Proposal text-restore based on Quote language
Text defaulted in proposalis based on the quote language. Should it be changed, users can select the relevant
sections, and restoretext to the default of the new language without having to change user language.
Sarah
Hong
Sales Rep
Mick
Jones
Sales
Manager
Mike Jones
Quotation
Manager
"Reset" action in
Proposal tab to reset
selected rows to quote
language
Contents of first
section immediately
shown on click into
Proposal tab
Boolean setting to
allowfor plain text
editingof proposal
Boolean setting to
allowfor plain text
editingof proposal

16. Logging approval e-mail in Notes
With multiple parties involved in the approvalprocess,clear communication is critical. Requests and eventual
approvals, when clearly captured under notes, allows for accountability and smooth follow-up with
approvers.
Audience
Benefits
• Provides peace of mind for user. Helps keep
track of deal progress.
• Requesters can have a full log of when
the approval email was sent, to whom,
and proactively follow up accordingly.
Features
• Know if the email was sent. Who it was
sent to and when.
• Helping quote owner to follow-up with
approvers in a timely manner.
Additional Notes
• Refer article: Log Email sent to Approver for
more details
Sarah Hong
Sales Rep
Mick Jones
Sales Manager
Mike Jones
Quotation
Manager
It logs the fact that email has been sent to employees of first
approval gate,alongwith e-mail and time stamp
After L1 approval,approval email sentto L2 VP Gate

17. Split Mailbox for Exception alerts Audience
Benefits
• Resilience and business continuity
• Notifications can be filtered and channelled to
help user focus on top-priority matters.
Features
• Shared mailboxes can get cloggedshould sync
issues occur and exceptions are thrown.
Separating the mailboxes can ensure that
business-critical emails are always sent.
Additional Notes
• Highly recommended for customers to use
their own mailbox.
John DeMarco
Commerce
Administrator
Notifications are triggered fromthe systemfor 2 reasons:
1) Business-criticalemails like quotation approvals, and password resetrequests.
2) Systemgenerated emails due to integration breaks or other exceptions thrown.
They may be sent fromseparatemailboxes to ensure business-criticalnotifications arenot affected by low-
priority notifications.

18. On-platform collaboration with virtual team
The logic on how virtual team is defaulted has been enhanced
• Account – Account Owner is added by default
• Opportunity – on opportunity create, the virtual team from account is copied
over in addition, Opportunity Owner is added to virtual team
• Quote – on quote create virtual team of account is copied over in
addition, Quote Owner is added.
• Across all – users who add a note or is @mentioned are also added to virtual
team.
Audience
Benefits
• Improved user experience with consistent
systembehaviour across key objects for on-
platform collaboration.
Features
• Only relevant users are added to virtual teams
and notified with updates.
Additional Notes
• Refer article: Notes for more details
All Users