Transaction File Attachments in NetSuite CPQ 2026.2

TL;DR: Starting with NetSuite 2026.2, the CPQ Configurator allows users to attach files to transactions during configuration setup. This facilitates better organization and management of relevant documents.

What’s New in NetSuite 2026.2

The update introduces a feature for attaching files to transactions under the Communication > Files subtab. This option becomes available during the question setup process, enhancing the way users handle documents associated with configurations. After users submit their configuration and save the transaction, the attached files will appear in the designated subtab.

Important Considerations

• Each file can only be attached to a transaction once.
• If a user deletes any attachments while editing the configuration, those files will also be removed from the transaction.

For more detailed guidance on this feature, refer to the help topic on Attachment Questions to better understand its implications and setup.

Who This Affects

This enhancement impacts:

• Sales Teams: Streamlines document management when setting up configurations.
• Administrators: Simplifies transactional oversight with better document tracking.
• Support Staff: Assists in maintaining records associated with customer configurations.

Key Takeaways

• Enhanced document management for transaction configurations.
• Integrates attachments seamlessly into the CPQ workflow.
• Single attachment rule per transaction ensures clear documentation handling.