Planned
Enablement coaching
Discovery-framework deal evaluations with score history, rep and manager scorecards against monthly, quarterly and yearly goals, and forecasting-shaped metrics (quotes, proposals, dollars quoted and won) with coaching insights on top of the deal-intelligence data already there.
Planned
Product photos in the catalog
Thumbnails in the Line editor catalog panel and the bundle configurator, from an admin-set image field or a linked file on the product.
Planned
Aggregate conditions
Sum, max and count across quote lines, built if migrations show teams are relying on them.
Planned
Effective-dated approval rules
Answer the audit question: what was the policy on the day this was approved, not what is the policy now.
Planned
Any-of-N and quorum approvals
Approvals satisfied by a number of approvers across separate rules rather than a fixed sequence.
Planned
Usage-based renewal risk
Renewal risk that reads consumption, not just contract dates.
Planned
More signal in the win model
Industry, region and other segment features beyond the ones the model uses today.
Planned
Adobe Sign parity
Production adapter parity with DocuSign, plus webhook status pushes.
Planned
Catalog import and rule drafting
Catalog import from CSV and Excel, and rule drafting for bundles and volume tiers.