Release Notes for 2205. Visit http://inmindcloud.com to learn more.

1. Welcome to
Digital Sales
Platform.
22/05 Release

2. What is new in
22/05 Release?
Features-at-a-Glance
▪ Commerce
• Product Finder: Find pre-configured products with Variant Matching Assistance
• Order confirmation email
• Inquiry confirmation email
• Filter inquiries by customer contact
▪ CPQ
• Quick add Quote Line Item with product auto suggest
• Identify Pre-configured variant, and configure
• Show all configurable line items in New configuration UI
• Copy Proposal Text & zero price items
▪ CRM & Platform
• Object Lock Release on login
• User login & creation from approved domains
• Groovy: whitelist quote attributes
• Groovy: call post create & update scripts in ERP/C4C Sync
• Cache management for master data
• Outlook: Crop email, auto-sync contacts

3. Order & Inquiry
• Confirmation email with PDF summary
• Filter inquiries by customer contact
Product finder
• Find pre-configured variants based on customer needs,
Compare & buy.
• Copy configuration to personalize & inquire

4. Commerce: Product finder
If there are hundreds, maybe even thousands of products and variants, it becomes a challenge for Sarah to zero
in on the right product/variant.
With our product finder, you can do so in minutes. Instead of browsing the catalog, simply open the product
finder and answer targeted questions that will help narrow down the matching products/variants. Based on
answers, suitable variants are suggested which can be compared easily. Sarah can be sure she is ordering the
right product.
Audience
Benefits
• Helps customers find the right products quickly.
• Guided selling process that helps user filter
products, by answering simple questions instead
of technical ones.
• Easily find variants which match key
requirements and order them, or copy the
configuration and adjust for inquiry.
• Improved visibility of similar product variants
that can further be easily compared side by side.
Features
• Classified products may be added to cart
directly.
• Copy action allows for attributes of the selected
variant to be filled into the configurator.
• Products shown follow read restriction rules.
Additional Notes
https://support.inmindcloud.com/hc/en-
us/articles/900004432566#Product_Finder_Assistan
ce
Compare variants, then
add to cart, or copy
attributes into the
configurator
List of variants that meet current inputs –
will be narrowed down as more attributes
are selected
Joe Wills
Customer /
Distributor
Business Admin
Sarah Smith
Customer /
Distributor
End User

5. Commerce: Order confirmation email
With order summary
In order to streamline administrative processes, it is important to send email notifications for orders placed, or
inquiries submitted successfully.
With this release, besides customising the content of email (Subject/Body), a PDF summary with all details
about the order can be included as well.
Audience
Benefits
• Streamlined processes as customers can
access details of the order confirmation
directly from their inbox.
• Enjoy convenience in accessing Order PDF
Summary.
• Users are kept informed when their order has
been placed.
Features
• Ability to include key data points for order in
respective emails.
• Help collaborate between end users and
Business Admin user for financial approvals.
Additional Notes
• Refer to admin guide for setup:
• Email Templates
Joe Wills
Customer /
Distributor
Business Admin
Sarah Smith
Customer /
Distributor
End User
Mike
Summers
Customer/
Business
Admin
Places order
for review
Cancels
order
submitted
for review
Rejected
submission
Amends,
Places order
Places order

6. Commerce: Instant Inquiry confirmation email
With technical specification
A similar feature has been extended for inquiries by prospects, where users will be immediately notified after
they have submitted an inquiry. This summary can include the technical details about the customised request,
perhaps an initial offer, together with relevant product collateral, making a good starting point for the
negotiation process.
Audience
Benefits
• Customers can quickly receive and access
inquiry confirmations via email for a smooth
inquiry process.
• Convenience in accessing technical product
specifications.
Features
• Ability to include key data points in Inquiry
confirmation email
• Include the product images and technical
information about the products inquired.
Additional Notes
• Groovy exist provided if needed to prepare
”Additional Data for Order Proposal
Generation”
• Refer to admin guide for setup:
• https://support.inmindcloud.com/hc/en-
us/articles/900002781706#Order/Inquiry_No
tification_email_with_BOM_details
Submit Inquiry
Submit Inquiry
Sarah Smith
Customer /
Distributor
End User
Mike
Summers
Customer/
Business
Admin
Technical specification

7. Filter Inquiries/Orders by Customer Contact
Improve deal support
Records created by customer contact users can now be found quickly using a filter. This feature has been
enabled by linking the Creator OVS to customer contact users in addition to employee users. Now, sales teams
can instantly review all past inquiries and offers tied to a single contact and respond with the most suitable
offer.
Audience
Benefits
• Inquiries and orders created by specific
contact users can be easily filtered.
• This helps sales teams view all previous
inquiries at a glance, and quickly strategize on
the best follow up plan.
Features
• Available for both Inquiries & Orders.
• Easily filter out inquiries and orders submitted
by a customer contact to provide better deal
support.
Additional Notes
• https://support.inmindcloud.com/hc/my/artic
les/900004432566#Filter_Inquiries
Sarah
Hong
Sales Rep
Mick
Jones
Sales
Manager
Mike Jones
Quotation
Manager
Quotes and Orders can be filtered by Creators –
both Contact and Employee users

8. Quoting experience
• New Configurator as the default option
• Show all configurable line items
• Quick Add products
• Quote Copy to include Proposal Text & zero price items
Variants
• Configure & customize existing variants

9. Show all configurable items
This update helps improve the overall user experience by reducing the number of clicks needed to complete
configuration across all configurable line items without navigating back to the line-item table view.
Users can opt to manually refresh the quote status to avoid triggering any BOM explosions in the middle of
configuration.
Audience
Benefits
• User interface performance optimisation.
• Reduced number of clicks for a better user
experience.
Features
• Manual refresh can be enabled for improved
performance.
• This should remove the last adoption blocker
for moving to new config UI.
Additional Notes
• With 22/08, we will no longer offer the old
config UI; 22/05 is the last release where
customers can use it. Kindly encourage all
users to move to the new config UI with this
22/05 upgrade.
• https://support.inmindcloud.com/hc/en-
us/articles/900004248843#Progress_Visualiza
tion
Sarah
Hong
Sales Rep
Mick
Jones
Sales
Manager

10. Till the 22/08 release, there will be a toggle to
re-activate the old configurator for business continuity.
If used for any product gaps, do let us why – via support
channel (support@inmindcloud.com)
NOTICE: End of Maintenance for old config UI with 22/08 upgrade
The old UI for configurator will
be disabled by default.
With 22/05 upgrade, all end users will switch to the new configurator UI by default

11. Sarah is familiar with the key products needed for quotes and might not always find the product catalogue
necessary. By keying in the first three characters of a product name or ID, the system automatically displays
suggested products that lets her add to quote with just one click.
With commonly used Product Names and IDs at the back of her hand, she can now quickly and easily add
products to complete her work efficiently.
Audience
Benefits
• Increased efficiency for seasoned sales reps –
entries can be made immediately from the
quotes line item page.
• Fewer clicks needed if product ID is known as
product catalogue can be bypassed.
Features
• Dropdown of product suggestions when
Product Name or ID is entered in the search
bar.
• Easy addition of selected product with a click
of a button.
Additional Notes
• At least 3 characters to be keyed in for
suggestions to be made.
Sarah
Hong
Sales Rep
Auto-suggest & Quick-add Quote Line Item
Add a GIF

12. CPQ: Customise Variant
Sales reps can save time when configuring products. Instead of starting product configuration from scratch, they
can simply pick the closest variant and fine-tune their selection to meet the unique needs of the customer.
Using existing standard variants cuts configuration time by up to 90% because it helps keep the final product
closer to standard variants. If the changes are in attributes do not impact cost/price, it further streamlines the
overall process and accelerates time-to-value.
Audience
Benefits
• Business differentiator for manufacturers
while ensuring that requests are kept close to
standard variants.
• Faster time-to-value – as much as 90% of
production can be done in advance with the
remaining open to special requests on top of
variants.
• Helpful starting point to begin configuration.
Features
• Classified products which are linked to a
KMAT will have a “Configure” button; Clicking
on this button will add the linked KMAT, with
configuration attributes copied from the
classified product.
Additional Notes
• https://support.inmindcloud.com/hc/en-
us/articles/4404214104345-Assistive-Selling-
Material-Variant-Finder-
#Customize_Variant_linked_to_KMAT
Sarah
Hong
Sales Rep
Mick
Jones
Sales
Manager
Only variants linked to a KMAT will have the
configure button visible

13. Quote copy to include proposal text and
zero-price items
The copy-quote function helps Sarah save time when creating similar quotes. However she was still required to
re-enter many details like price information and proposal text that were not set as default.
This enhancement would solve that, as all price information and proposal text would be copied to the new
quote. (That includes zero-value price line items!)
Audience
Benefits
• Save time with copying similar value-added
quotes for the next customer, requiring
minimal edits.
• Reduce the re-work needed when creating
copies of a quote.
Features
• All details in price items and proposal text are
copied over.
• Boolean setting provided to decide if the price
items with price condition=0 should be copied
too (system wide setting).
Additional Notes
• https://support.inmindcloud.com/hc/en-
us/articles/4404548002201#Copy_Quote
Sarah
Hong
Sales Rep
All pricing information that were manually
added in the original quote is copied as well.
(Not just the default product price items.)

14. Outlook Add-in
• Crop email
• Email auto sync and tag
• Account sync
Groovy exits
• Whitelisting quote attributes
• Call Post create & Update in ERP Sync
Global cache
• Memory optimization
• Eliminating need for re-login in some cases
after master data changes
Login
• Object Lock Release on login
• User login & creation from approved domains

15. Object Lock Release on login
Users may edit a quote and forget to save it before exiting by closing the browser. They are then locked out from
their quotes and can’t access/modify and continue with the quoting process. This "lock" remains in place for
hours, hindering users from their time-sensitive work in the sales cycle. With this feature, the user will get a
prompt to release locks on the next login.
Audience
Benefits
• This enhancement was implemented by
popular request.
• Users can pick up where they left off if their
browser crashed or they accidentally closed it
before saving. There's no need to wait hours
for the system to unlock itself.
Features
• Boolean Setting to enable end-user to release
locks from past session. When enabled, user
is shown a prompt on login to release locks or
continue without releasing.
• Administrators have a real-time overview of
objects that are locked and can release locks
on behalf of users.
Additional Notes
• Also works with SSO, or when embedded in
external CRM
• https://support.inmindcloud.com/hc/en-
us/articles/4913099853465-Session-
Management-and-Lock-Handling
All Users

16. Administrators have a real-time overview of objects that are
locked and can release locks on behalf of users.
Object Lock Release by Admin

17. User login & Creation for approved domains Audience
Benefits
• Enhanced security for CPQ/CRM, allowing
only employees to login.
Features
• Approved domains to be maintained by
Customer Success team.
Additional Notes
As this change will impact all customers after upgrade, we will ease into implementation with the following approach:
• Business option to enable this check for 22/05 (Off by default); Customer along with CS team will create and maintain the list
of approved domains during this time.
• After 22/08 upgrade, this check is mandatory and cannot be switched off based on current plan, so do maintain the domains
within next 3 months.
All Users
Security is a major concern for all. CPQ/CRM access should only be allowed for employee users.
This can be assured when approved domains are maintained, and only emails of those domains may have users
created and login access.
No creation of users or login
for unapproved domains.
No creation of users or login
for unapproved domains.

18. Groovy: Whitelisting Quote Attributes
With this 22/05 release, we have exposed additional fields from our Quote data model to be accessed via
groovy, to address some of the use cases described below:
Audience
Benefits
• Additional flexibility with groovy scripts.
• Fine-tune the system with help of your
customer success team.
Features
• Use custom logic to default quote language,
reducing re-work later.
• Add custom tags in quote to find them easily.
• Standardize the naming convention of quotes
based on products involved (if required).
• In MTO, update ERP ID etc.
Additional Notes
• WhitelistingAttributes.xlsx
• https://support.inmindcloud.com/hc/en-
us/articles/5084851012633
Sarah
Smith
Customer /
Distributor
End User
Mick
Jones
Sales
Manager
Data Attributes
• Sales Document Description (The description field can be used to concatenate key data points from account or
other custom fields of Quotes or related quotes. This way you can print all relevant information on the data set,
if it's not already available)
• Quote Name (This gives the needed flexibility to formatting quote name based on product & services)
• ERP ID (In an MTO process, in case you want to update the ERP ID, you can do so)
• Sales Document SAP Purchase Order Number (Avoid manual entry if the value is easy to calculate and set)
• External Source Primary (For flagging the primary quote for external opportunity)
Relationship Attributes
• Language (decide Quote language on create, to correctly defaults proposal text)
• Creator (to update creator to the person creating a new version)
• Currency (Default the currency of Quote)
• Sales Group (Others like Sales org, Distribution channel, Div, Sales office are already available)
• Tag (Decide the tag that needs to be assigned)
• Partner Function Record

19. Global Cache for Master data
With this release, cache management has been improved. Master data like Currency, country, state that were
previously stored in individual user sessions, are now stored in the global cache.
Before the update, changes to master data were not reflected immediately, and user had to re-login to see
them. Now, updates to master data are reflected immediately, and users who have an active session do not
need to re-login to see these changes.
Audience
Benefits
• Improving Cache Management
• Making IMC session leaner
Features
• Master data is stored now in a global cache
instead of having it in every session.
• Avoid hassle of re-login after making master
data changes.
• Other users will see the changes to master
data without the need to re-login
• Reduced memory footprint, especially
noticeable where there are more concurrent
users and master data values are huge.
Additional Notes
• Master data refers to only to items under
Administration > master data management
All Users

20. CRM: Crop email
Users can now crop lengthy emails, and leave only the most relevant information from their discussions with
the customer. This helps keep the CRM free from clutter, and key information ready for immediate consumption
by other stakeholders.
Audience
Benefits
• Manage emails more efficiently – simplify the
email content saved, if preferred.
• Ensures only the most relevant information
(the final handshake) is recorded for
immediate consumption.
Features
• Option to crop emails while saving emails
through Outlook Add-in.
Additional Notes
• Defaults may be set under Global Settings.
All Users
Uncropped email thread saved
Single email saved
Decide to crop email thread when saving
email through Outlook Add-in

21. CRM: Email auto sync and tag
Emails sent or received from a CRM contact are automatically synced in CRM. This helps auto-populate the CRM
with important e-mail conversations with customer contacts, and keeps the whole team updated on the most
recent discussions​. Every sales rep gets updated, and can pick up where the previous owner left off.
Audience
Benefits
• All sales reps are updated and can pick up
work from where previous owner left off.
• Hassle of manually saving and organising
emails is removed.
Features
• ServiceAutoTrackEmails=1 enables this
function. Set up in the Global Settings if
desired for all users, or User Settings if only
desired for selected sales reps.
Additional Notes
All Users

22. inmindcloud.com
inmindcloud.com
Thank You
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Rosental 6
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Germany
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Suite 401, Newark,
Delaware 19713
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