NetSuite CPQ

This release note was updated September 21, 2026.

NetSuite 2026.2 includes the following enhancements to NetSuite CPQ (Configure, Price, Quote):

NetSuite CPQ AI Assistant

Note:

Available for accounts in supported locations and for users whose language preference is set to a supported language. See Generative AI Feature Availability in NetSuite for more information.

NetSuite CPQ Configurator (version 1.8.0) introduces the CPQ AI Assistant, a generative AI-driven tool that simplifies and enhances the product and service configuration process. Using a large language model (LLM), the assistant guides sales reps and buyers through complex product configurations by responding to natural language prompts. When a user selects a configurable item in a transaction, a Configure with CPQ Assistant button appears in the bottom-right corner. Selecting this button launches the AI Assistant, opening a guided chat to collect configuration details and provide real-time recommendations. Through this interaction, the assistant clarifies options and helps users of all experience levels complete even complex configurations efficiently.

Users with the Administrator role or CPQ Product Builder role prepare product, question, and answer records for the AI Assistant on the CPQ AI Assistant subtab, found on each related record. This subtab allows administrators to review readiness, create or improve AI descriptions, ensure records meet quality standards, and control where and when end users see the AI Assistant.

For more information, see NetSuite CPQ AI Assistant.

Improved Migration Process for NetSuite CPQ Configurator

A migration bundle is now available to support migration from the NetSuite CPQ Configurator bundle to the corresponding SuiteApp. During migration, the NSCPQ Bundle Migration (version 1.0.0, ID 596110) preserves configuration records and transaction field data created by the NetSuite CPQ Configurator bundle. By preserving this data, this public and managed bundle reduces the amount of resources that must be exported and imported, and, consequently, it shortens the overall migration process.

Install the migration bundle after updating the NetSuite CPQ Configurator bundle to the latest version and before exporting bundle data. Without the migration bundle, you can't uninstall the NetSuite CPQ Configurator bundle during migration.

To continue editing existing configured items added to transactions by the NetSuite CPQ Configurator bundle, keep the migration bundle installed after migration. If you uninstall the migration bundle, configuration and transaction data from the NetSuite CPQ Configurator bundle is permanently deleted. For more information about the migration bundle and the migration process, see Installing the Migration Bundle for NetSuite CPQ Configurator and Migrating to NetSuite CPQ SuiteApps.

Include Double Quotes in Rule String Values

When evaluating a string value in a rule, you need to enclose the string in double quotes within square brackets, for example, Q/A[="14"]. In NetSuite CPQ Configurator (version 2.1.0), string values can now include literal double quotes (") by escaping them with a backslash (\). This ensures that the double quote is treated as part of the value rather than as the end of the string.

Escaping double quotes can be useful when working with measurements that include the inch mark ("). For example, the rule WHEEL/SIZE[="14\""] matches the value 14". For more information, see Activating or Hiding Building Blocks with Rules.

Match Any or All Selected Answer Values Using Rules

In rules, you can now verify whether any or all selected answers match a specified value. To do this, use the :any and :all keywords in NetSuite CPQ Configurator (version 2.1.0). See the following examples:

  • Q/*:any[<1] - The rule is true if at least one selected answer for the question is less than 1.

  • Q/*:all[<1] - The rule is true if every selected answer for the question is less than 1.

  • QTABLE/QTY_*:any[<1] - The rule is true if at least one value in the quantity column of the qTable is less than 1.

  • QTABLE/QTY_*:all[<1] - The rule is true if all values in the quantity column of the qTable are less than 1.

Note:

Non-selected answers aren't evaluated.

For more information, see Activating or Hiding Building Blocks with Rules.

Changes to the Placeholders for Retrieving Address Information

Placeholders can be included in templates to retrieve information from transactions and add it to business documents. Proposal Generator templates (version 1.2.11) can now resolve standard and custom fields from address subrecords linked to the shippingaddress and billingaddress summary fields. An address subrecord contains the individual address fields, such as city, zip code, and country. To retrieve information from individual address fields, use the following syntax:

            {@shippingaddress.subrecordFieldID}
{@billingaddress.subrecordFieldID} 

          

For example, you can use the following placeholders to retrieve the shipping address line 1 and the billing city:

            {@shippingaddress.addr1}
{@billingaddress.city} 

          
Note:

If the subrecord can't be retrieved or the requested field is blank, the placeholder returns an empty string.

For dropdown lists and multiple-choice fields, you can append the :text modifier to the subrecord field ID to retrieve the option value instead of the option ID. See the following example:

            {@shippingaddress.country:text} 

          

Existing templates that use the former syntax remain supported. Examples of former placeholders include {@shipaddr1} and {@shipcity}. For new implementations, use the new syntax.

The complete formatted address placeholders {@shipaddress} and {@billaddress} are unchanged and remain available.

Add Attachments to Transactions

Users can add files to the configuration through the attachment question on the product interface. When configuring items, users can now attach files to the transaction from which they opened the configurable item. For this purpose, the Attach to transaction checkbox has been added to the attachment question record in NetSuite CPQ Configurator (version 2.0.1).

When you enable this option during the question setup, the files will be attached to the transaction under the Communication > Files subtab after users submit the configuration and save the transaction. For more information about the attachment question, see Attachment Questions.

Note:

Each file can be attached to the transaction only one time. If users delete any attachments while editing the configuration, those attachments will also be removed from the transaction.

Filtering QTable Popup Lists by Row

When setting up a qTable popup list, you can now filter its content by row without using scripts combined with script-generated tables. First, go to the Popup Tables and Lists subtab on the answer record. Then, add the filter to the Product Table Filter field. Lastly, append the _@ suffix to the answer code of the popup list.

In NetSuite CPQ Configurator (version 2.0.1), a condition like {ACCESSORIES/QUANTITY_@} == 3 will verify if the value in the QUANTITY column is 3 for each row. When processing rows, the suffix is automatically replaced with the specific row number. So {ACCESSORIES/QUANTITY_@} will be converted to {ACCESSORIES/QUANTITY_1} for the first row, {ACCESSORIES/QUANTITY_2} for the second row, and so on for each row in the qTable. For more information about qTable popup lists, see Working with Popup List Answers for QTable Questions.

General Notices