What's New in CPQ Documentation

This section lists changes in the documentation to support each release.

October '24


Document	Topic	Description
October '24	Configuring Products from the Catalog	Added a note related to predefined character limit.
	Configuring Admin Settings	Updated topic to add new admin settings. APTS_EnableExpressionLockOnAttributenew
	Generating Swagger Logs	New topic.
	Configuring Products rom the Catalog	Updated topic. Added a note related to reset icon for resetting product attributes.
	Upgrading CPQ	Updated topic to add upgrading October '24 release

June '24


Document	Publication Date	Topic	Description
June '24	12 Jun 2024	Creating Product Attribute Rules	Added a note for Product Attribute Rules.
		Configuring Visualforce Page for Price Waterfall Section	New topic.
		Schedule Upgrade	Added information about Conga Package Access pop-up.
		Instant Upgrade	Added information about job duration data and Conga Package Access pop-up.

February '24


Document	Publication Date	Topic	Description
February '24	07 Feb 2024	Configuring Admin Settings	Updated topic to add new admin settings. APTS_DisableRollupOptionStartDate APTS_ABOActionCallbackClass
		Configuring Field Set Settings	Added a new field View Cart Total Custom Fields.
		Assigning the Configuration to the Collaborator or Queue	Added a note for quote collaboration.
		Configuring Real-Time Cart Notifications	Added a note for quote collaboration.

October '23


Document	Publication Date	Topic	Description
October '23	04 Oct 2023	Configuring Progress Tracker for Async Operation	Updated topic. Added information about configuring progress tracker for Async operations on order object.
		Distinguishing Cloned Options on the Bundle Configuration Page	New topic.
		Renewing Assets in Auto Renewal Mode	Added information about renewal opportunity's currency getting updated with the renewal quote's currency.
		Renewing Assets in OnDemand Renewal Mode	Added information about renewal opportunity's currency getting updated with the renewal quote's currency.
		Renewing Assets in Auto Renewal Mode in the Contract Flow	Added information about renewal opportunity's currency getting updated with the renewal quote's currency.
		Renewing Assets in OnDemand Renewal Mode in the Contract Flow	Added information about renewal opportunity's currency getting updated with the renewal quote's currency.

June '23


Document	Publication Date	Topic	Description
June '23	07 Jun 2023	Renewing Assets in Auto Renewal Mode	Added a point about Bill To and Ship To accounts getting inherited from parent quote to renewal quote.
		Renewing Assets in Auto Renewal Mode in the Contract Flow	Added a point about Bill To and Ship To accounts getting inherited from parent agreement to renewal agreement.
		Config Flow	Updated the pages used as default in Flow Settings.
		Creating Price List Items	Updated the description of the Min Price/Net Adj % and Max Price/Net Adj % fields that the minimum price must be less than the maximum price.
		Creating Constraint Rule Actions	Added information about displaying error messages from constraint rules as hyperlinks on Configuration page or Cart page. Updated the note in the description of the Repeat Inclusion field.
		Applying the Default Pricing to Products	Updated the description of the following fields: Default Quantity Field: Support for attributes from PAV extension objects Default Quantity: Precedence for calculating the default quantity Default Price Field: Support for attributes from PAV extension objects
		Pricing Products	Added a note about applying adjustments on products with negative pricing.
		Use Case: Applying Adjustments on Products with Negative Pricing	New topic.
		Configuring Admin Settings	Added information about the following admin settings: APTS_ExecuteMinMaxRulesOnInactiveOptions APTS_EnableCollabForAutoIncludedLines APTS_CustomRevalidationLinesThreshold
		Finalizing the Shopping Cart	Added a note about preventing users from finalizing the cart if the bundle configuration does not honor the Min Options configured for an option group.
		Associating Options to a Bundle	Added a note about the precedence for calculating the default quantity under "To modify existing options inside a bundle".
		Configuring Products from the Catalog	Added a note about the precedence for calculating the default quantity under "To configure bundle products".
		Changing Configurable Bundle Assets	Added a note about CPQ displaying an error message on deselection of required options on the Configuration page.
		Use Case: Renewing Bundle Assets	Added a note about CPQ displaying an error message on deselection of required options on the Configuration page.
		Renewing Assets Manually	Added a note about renewing bundle assets without adding net price of cancelled options.
		Use Case: Renew Bundle Assets without Adding Asset Net Price of Cancelled Options	New topic.
		Assigning the Configuration to the Collaborator or Queue	Added a note about creating a collaboration request for auto-included products.
		Use Case: Quote Collaboration for Products Auto-Included by Constraint Rules	New topic.
		Retrieving Products and List Prices for a Price List	Added a note about associating a price list and price list items to a category.
		Config System Properties	Added a note about applying Price Escalator on new ramp lines created during ABO operations.
		Configuring Price Escalators	Added a note about applying Price Escalator on new ramp lines created during ABO operations.
		Config Asset Pricing Default	Added a note about applying Price Escalator on new ramp lines created during ABO operations.
		Overriding the Default Asset Pricing for Line Statuses Based on ABO Actions	Added a note about applying Price Escalator on new ramp lines created during ABO operations.
		Pricing Assets	Added a note about applying Price Escalator on new ramp lines created during ABO operations.
		Creating Price Ramps on the Cart Page	Added a note about applying Price Escalator on new ramp lines created during ABO operations.
		Use Case: Applying Price Escalator on New Ramp Lines During ABO Operations	New topic.
		Creating Price List Items	Updated the description of the Charge Type field that it is mandatory while creating a price list item.

February '23


Document	Publication Date	Topic	Description
February '23	17 Feb 2023	Creating Price List Items	Updated the description of the Min/Max Price Applies To field.
		Applying the Default Pricing to Products	Added a note in the description of the Default Selling Term field about calculation of the selling term on the cart.
		Viewing the Cart in Grid View	Added the "Calculating the selling term of recurring fee" point.
		Enabling Auto Ramp Creation	Removed a note about a non-supported feature from Scenario 1.
	13 Feb 2023	Pricing Extension Callback Class	Removed the limitation about Pricing Extension Callback being supported only for Smart Cart.
		Validation Callback Class	Added information about the Validate button for validateCart() method.
		Option Filter Callback Class	Updated the description.
	08 Feb 2023	Configuring Admin Settings	Updated the documentation of APTS_SortDocumentsDesc.
		Proposal System Properties	Added documentation for Sort Documents Descending.
		Using Proposal Document Generation	Added information about sorting documents after generation.
		Configuring Document Generation for Quote	Added documentation for Sort Documents Descending.
		Config System Properties	Updated the description of the Max Adjustment Lines setting.
		Enabling Multiple Adjustments at the Line-Item Level	Added information about displaying auto-applied adjustments on the multiple adjustments pop-up in read-only mode.
		Applying Multiple Adjustments on Line Items in the Cart	Added information about displaying auto-applied adjustments on the multiple adjustments pop-up in read-only mode.
		Installed Products Settings	Added the Asset Restore Fields setting.
		Renewing Assets Manually	Added information about restoring renewal start and end dates on reselection of cancelled options during asset renewal.
		Use Case: Restoring Asset Values on Reselection of Cancelled Options During Renewal	New topic.
		Changing Configurable Bundle Assets	Added a note about restoring asset values on reselection of options on the Config page.
		Use Case: Restoring Asset Values on Reselection of Cancelled Options During Change	New topic.
		Managing Asset Decrement	New topic.
		Use Case: Asset Quantity Decrement	New topic.
		Managing Asset Increment with Coterminate Lines	Removed the note that quantity decrement is not supported.
		Overriding the Default Asset Pricing for Line Statuses Based on ABO Actions	Updated the topic with information about the ABO Action field.
		Use Case: Switching Between Asset Price and PLI Price	New topic
		Managing Views for Assets Grid	Updated the "To create a view" section with information about creating default views for each flow.
		Performing the Post-Upgrade Tasks	Added information about removing APTS_SortDocumentsDesc.
		Impact of Asset Actions on Billing Schedules	Added information about the following fields that are introduced to support billing for legacy assets: Is Legacy For Billing Remaining Billable Amount First Billing Date Billing Term Note: In February '23, do not use these fields, which are added in preparation of a future functionality.

September '22


Document	Publication Date	Topic	Description
September '22	21 Oct 2022	Configuring Admin Settings	Added APTS_SortDocumentsDesc.
		Configuring Document Generation for Quote	Added a section for APTS_SortDocumentsDesc.
		Preparing for Upgrade	Added steps to delete the UsageDataJobScheduler job.
	17 Oct 2022	Configuring Admin Settings	Removed documentation for Apttus_QPComply__CreateAgreementWithApprovalStatus__c. Updated documentation for APTS_VirtualizationThreshold.
		Config System Properties	Added the Grid Render Threshold config system property.
		Assigning the Configuration to the Collaborator or Queue	Added information about CPQ not supporting auto-included primary line item for collaboration.
	11 Oct 2022	Config System Properties	Added a note about the deprecation of Show Attributes In Cart.
	11 Oct 2022	Configuring Cart Page Settings	Added a note about the deprecation of Show Attributes In Cart.
	22 Sep 2022	Upgrading to CPQ October '23 Release	Updated package version of Conga DocuSign Api.
	14 Sep 2022	Upgrading to CPQ October '23 Release	Updated package versions for the following packages: Conga Quote DocuSign Integration Conga CPQ Api
	07 Sep 2022	Configuring Enterprise QTC Profile Value for Quote	Added information about support for 10000 line items.
		Creating Quotes from Opportunities	Updated description of the Enterprise field.
		Finalizing Configuration in Enterprise and Smart Cart	Added Enterprise as a supported flow.
		Registering for Conga Upgrade Program	Updated the title.
	10 Aug 2022	Config System Properties	Added the setting Column Render Threshold. Updated the description of the Max Adjustment Lines setting.
		Installed Products Settings	Added the setting GroupByFields.
		Enabling Multiple Adjustments at the Line-Item Level	Added a discount type % Discount on Base and description about enabling manual adjustments.
		Use Case: % Discount and % Discount Off Base	New topic.
		Applying Multiple Adjustments on Line Items in the Cart	Added information about viewing adjustment lines on the multiple adjustments pop-up and adding manual adjustments.
		Creating Price Matrices	Added information about using attributes from PAV extension as price dimensions and criteria fields.
		Creating Price Rulesets	Added information about using attributes from PAV extension as price dimensions and criteria fields.
		Creating Price Rules	Updated the description of the Rule Type drop-down.
		Creating Price List Items	Added information about using attributes from PAV extension as criteria fields.
		Creating Price Rules	Added information about using attributes from PAV extension as criteria fields.
		Configuring Asset-Based Pricing without Workflow Rules	Added information about using attributes from PAV extension as asset pricing criteria.
		Defining the Benefits of a Promotion	Updated the description of the Rate Type drop-down.
		API Reference	Added a note.
		Guidelines for CPQ	Added guidelines about assets in constraint rule and custom PAV extension objects.
		Creating Custom Product Attribute Value Extensions	Added a note about end of support.
		Creating Constraint Rule Actions	Updated the description of the Match In Options field.
		Searching Assets	Updated the topic with information about searching assets using special characters.
		Managing Views for Assets Grid	Updated the topic with information about the Group By drop-down.
		Associating Options to a Bundle	Updated the description of the Default field.
		Configuring Enterprise QTC Profile Value for Quote	Added a note about finalizeCart API and Submit for Approval custom button.
		Creating Quotes from Opportunities	Updated the description of Enterprise.
		Finalizing the Shopping Cart	Updated the description of Enterprise.
		Adding a Link to Quote in Cart Finalize Notification Email Template	New topic.
		Running the Constraint Rule Maintenance Job	Added information about Maintenance Console.
		About Manage Rollups Page	Updated the description of the Scope field.
		About Rollup Scope	New topic.
		Configuring Numeric Expressions	Removed information about constraint rules.
		Revalidating the Product Configuration	Added information about changed and inactive price list item.
		Smart Search Setup	Updated the Smart Search URL.

May '22


Document	Publication Date	Topic	Description
May '22	16 May 2022	Finalizing the Shopping Cart	Updated the topic with a note about re-finalizing a finalized quote.
	04 May 2022	About Reports	Updated the topic to add all Conga reports.
	04 May 2022	About Dashboards	Updated the topic to add all Conga dashboards.
	27 Apr 2022	Pricing Products	Updated the description of the following fields: Option Price Extended Price Adjusted Price Flat Option Price
		System Fields	New topic.
		Merge Web Service	Added a note about Salesforce API version change.
		Creating Proposal Document	Changed Salesforce API version.
		Creating Proposal Document with Draft Indication	Changed Salesforce API version.
		Generating Documents for Proposal with Large Number of Line Items	Changed Salesforce API version.
		Generating Documents Asynchronously	Changed Salesforce API version.
		Creating Price Matrices	Added a note for the Enable Date Range checkbox.
		Configuring Custom Button to Access Configuration Page Directly	Updated the structure of URLs to navigate directly to the Configuration page.
	06 Apr 2022	Configuring Admin Settings	New topic.
		Using Shield Platform Encryption	New topic.
		Use Cases: Related Pricing	New topic.
		About Quantity and Selling Term Calculation Using Default Pricing Settings	Updated the topic with more bundle-option scenarios for calculating selling term.
		Configuring Express Proposal	New topic.
		Using Express Proposal	New topic.
		Using Translated Picklist Values in Document Generation	New topic.
		Viewing the Cart in Grid View	Added information about adjusting column width.
		About Cart Locking for Concurrent Access	Added information about Cart Edit Access Idle Timeout in Minutes setting.
		Enabling Cart Locking for Concurrent Access	Added information about Cart Edit Access Idle Timeout in Minutes setting.
		Defining the Criteria of a Promotion	Updated the topic with information about filtering products by product codes.
		Defining the Benefits of a Promotion	Updated the topic with information about support for Every X Get X promotions for multiple products. Also, removed the step about selecting Criteria Product and Product Family Criteria.
		Applying Promotions on Line Items in the Cart	Updated the topic with information about: Support for Every X Get X promotions for multiple products. Displaying benefit quantity for Every X Get X or Every X Get Y promotions.
		Configuring a Custom Button to Launch the Installed Products Page Directly for the Add/Remove Flow	New topic.
		Modifying the Association of Assets with Services by Launching the Installed Products Page Directly	New topic.
		Configuring the Execution of the RelatedLineItem Trigger	New topic.
		Working with the Service Cart	Updated the topic with a note about the global flag isTriggerInitiatedUpdate.
		Validation Callback Class	Added information about enabling Run Validation Callback On Add setting.
		Config System Properties	Added the setting Run Validation Callback On Add. Updated the description of the setting Selling Term Calculation Method. Updated the description of Revalidation Product Columns (D). This setting is deprecated.
		Swapping an Asset	Updated the note about the Selling Term Calculation Method setting.
		Creating Price Rules	Removed the step about selecting an Allowable Action.
		Creating Price Pipeline Rules	Removed the step about selecting an Allowable Action.
		Service Execute Job	New topic.
		Revalidating the Product Configuration	Updated the topic description.
		About Search Filters (CPQ)	Added a note.
		Enabling CPQ for Partner Community Users	New topic.
		Configuring a Profile	New topic.
		Configuring Field-Level Security	New topic.
		Configuring a Permission Set	New topic.
		Sharing Settings	New topic.
		Configuring a Partner Community User	New topic.
		Configuring a Partner Community Site	New topic.
		Configuring a Custom Button on the Quote Object for Partners	New topic.
		Validating the Partner Community User	New topic.
		Disabling the Clone Icon on the Cart Page	Renamed the topic from "Hiding the Clone Icon for a Cart Line Item" and updated the topic.
		Configuring a Price Pipeline	Updated the image of the Manage Price Pipeline page.
		Configuring Price Waterfall to a price Pipeline	Updated the image of the the WATERFALL SETUP tab and updated the description of the Criteria field.
		Configuring Price Pipeline Ruleset	Added an image for the New Price Pipeline Ruleset page and updated the description of the Ruleset Criteria field.
		Using Price Waterfall	Renamed the title and reorganized the content.

December '21


Document	Publication Date	Topic	Description
December '21 Rev C	21 Dec 2021	Suspending an Asset	New topic.
		Resuming an Asset	New topic.
		Suspending Assets	New topic.
		Resuming Assets	New topic.
		CPQ Asset-Based Ordering APIs	Added the Suspend and Resume REST API information. Updated the Terminate REST API description
December '21 Rev B	17 Dec 2021	Config System Properties	Added Check Many Options.
		Configuring Custom Settings for Different Flows	Added Check Many Options.
		Configuring Products from the Catalog	Added description of Confirm Option Selections.
		Configuring Mass Option Selection on the Configuration Page	New topic.
		Merge Web Service	New topic.
		Creating Proposal Document	New topic.
		Creating Proposal Document with Draft Indication	New topic.
		Generating Documents for Proposal with Large Number of Line Items	New topic.
		Generating Documents Asynchronously	New topic.
December '21 Rev A	07 Dec 2021	Config Data Cache	Updated the topic description.
		Configuring CSS Override	Updated the description of the example.
		Viewing the Cart in Grid View	Added information about constraint rule error message display on the Cart page.
		Configuring Product Sort	Added an example.
		Using Proposal Document Generation	Added a note about Merge Call Timeout Millis.
		Option Filter Callback Class	Updated the description.
		Managing Constraint Rules	Added a note about cancelled line item.
		Creating Quick Quotes	Updated the description.
		Retrieving Apex Batch Job Information	Added list of apex jobs.
		Use Case: Early Renewal of Ramped Bundle Assets with Options	Added some notes about required settings.
		Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp Line	Added some notes about required settings.
		Adding Miscellaneous Items	Updated the topic with information about order line item creation for miscellaneous item.
		CPQ Asset-Based Ordering APIs	Added a note about having Conga Digital Commerce installed to use ABO REST APIs.
December '21	03 Nov 2021	Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp Line	New topic
		Displaying Assets from Multiple Accounts on the Installed Products Page	New topic.
		Use Case: Terminating an Asset with Ramp Lines	Updated the topic with Same Day Cancellation support for Billing Preference and added more use cases.
		Use Case: Early Renewal of Ramped Bundle Assets with Options	New topic.
		Use Case: Cancelled Asset Options Fetch Original Asset Start and End Dates During Renewal	New topic.
		Use Case: A Product with Parent and Child Price Lists	New topic.
		Defining the Benefits of a Promotion	Updated the topic with information about For Every X Criteria, Benefit Product, and Benefit Type sub-sections.
		Configuring Enterprise QTC Profile Value for Quote	Updated the list of operations the Sales rep can perform.
		Configuring Custom Button to Access Configuration Page Directly	Updated information about service bundles.
		Recommendations to Import Legacy Products into Conga CPQ	New topic.
		Configuring Progress Tracker for Async Operation	Added information about deep clone.
		Advanced Approval Callback Class	New topic.
		Configuring Field Set Settings	Updated the description of Asset Line Fields For Selected Assets.
		Recommendations to Improve CPQ Performance	Added more best practices to the Rules section.
		Configuring the Smart Cart	Updated the topic with information about APTS_CartLineItemsUpdateChunkSize admin setting.
		Creating Quick Quotes	New topic.
		Configuring Quick Quote Mode	New topic.
		Configuring CSS Override	New topic.
		Creating and Updating Related Line Items	New topic.
		Saving Related Line Items	New topic.
		Splitting Related Line Items	New topic.
		Retrieving Apex Batch Job Information	New topic.
		CPQ Asset-Based Ordering APIs	Updated the Terminate Assets REST API documentation with information about: Passing Cart ID in the URL Removal of the Cart ID parameter from the Request body
		Service CPQ APIs	New topic.
		About the Installed Products Page	New topic but moved content from the "Viewing Assets from an Account" topic.
		Configuring Display Action Settings	Updated the description of the use case. Removed a note about Defer Pricing.
		Configuring Products from the Catalog	Updated the description of the Update Price button.
		Configuring Pricing Engine Settings	Updated the description of the Defer Pricing setting.
		Config System Properties	Updated the description of the Defer Pricing setting.
		Configuring Push Alerts	New topic.

Summer '21


Document	Publication Date	Topic	Description
Summer '21 Rev E	14 Sep 2021	Disabling Constraint Rule Execution upon Cart Finalization	New topic.
Summer '21 Rev D	01 Sep 2021	Creating Quick Quotes	Removed the content as this feature is no longer supported.
Summer '21 Rev D	01 Sep 2021	Configuring Quick Quote Mode	Removed the content as this feature is no longer supported.
Summer '21 Rev C	09 Aug 2021	Registering for Conga Upgrade Program	New topic.
		Installing CPQ Packages	Updated the topic with a tip about Conga Push Upgrade.
		Preparing for Upgrade	Updated the topic with a tip about Conga Push Upgrade.
		Upgrading to CPQ October '23 Release	Updated the topic with a tip about Conga Push Upgrade.
Summer '21 Rev B	26 Jul 2021	Creating Promotional Banners	Removed the description because the feature is deprecated.
Summer '21 Rev B	26 Jul 2021	Defining Multiple Contracts to be Used in a Quote	Updated the description of the "Solution" section.
Summer '21 Rev A	12 Jul 2021	About TurboEngines	New topic.
		About TurboConfig	New topic.
		About TurboPricing	New topic.
		Managing Price Waterfall	New topic.
		Defining Price Points	New topic.
		Configuring a Price Pipeline	New topic.
		Configuring Price Waterfall to a Price Pipeline	New topic.
		Configuring Price Pipeline Ruleset	New topic.
		Creating Price Pipeline Rules	New topic.
		Using Price Waterfall	New topic.
		Viewing the Cart in Grid View	Added a note under the "Support for Deal Guidance" point.
Summer '21	07 Jul 2021	Configuring Installed Products Settings	Updated the description of the Editable Fields for Cancelled Lines setting.
		Configuring Display Column Settings	Updated the description of the Display Type (Asset Termination) and Field Name fields.
		Running Maintenance Jobs	Added the "To specify the batch size for the Category Maintenance batch job" section.
		Configuring Cart Activity History	New topic.
		Creating Visibility Rules	Updated the topic with information about Product Attribute Value.
		Tax Callback Class	New topic.
		Configuring Custom Settings for Different Flows	New topic.
		Creating Products	Added information about APTS_DisableExpandInCart.
		Applying the Default Pricing to Products	Updated the description of the Auto Cascade Selling Term setting.
		Creating Price Rules	Updated the description of the Adjustment Applies To drop-down.
		Creating Price Matrices	Updated the description of the Matrix Type field with a note.
		Configuring Bundle Expansion on Cart Page	New topic.
		Excluding Optional Product in Min/Max Criteria	Updated the steps to configure Exclude Optional Products.
		Configuring Config Page Settings	Added the setting Exclude Optional Products.
		Config System Properties	Added the setting Exclude Optional Products.
		Config Custom Classes	Updated Formula Callback Class and Metadata Callback Class.
		About Custom Setting Order of Precedence	New topic.
		Recommendation Callback Class	New topic.
		Lookup Field Settings	Updated the description of the Enable Quick View setting.
		Formula Callback Class	New topic.
		Metadata Callback Class	New topic.
		Defining the Benefits of a Promotion	Updated the topic with information about the support for different charge types in Buy X Get Y promotions.
		Managing CPQ Formula Fields	Updated the topic with an example for formula field.
		Creating Price Matrices	Updated the description of the Adjustment Amount Source field.
		Use Case: Using a CPQ Formula Field in Price Matrix	New topic.
		About Permission Sets	New topic.
		Managing Translation of Fields and Values in Different Language	New topic.
		Translating Standard and Custom Field Labels	New topic.
		Translation of Field Labels	New topic.
		Translating and Overriding Managed Packaged Field Label	New topic.
		Translating CPQ Record Values	New topic.
		Creating Custom Buttons for Different Flows	Updated the topic description.
		Managing Guided Selling	Removed all descriptions because the feature has been deprecated.
		Creating Custom Fields in the Search Attribute Value Object	Removed the chapter.
		Creating a Sample Flow Using Flow Designer	Removed the chapter.
		Creating a Guided Selling Visualforce Page	Removed the chapter.
		Defining Guided Selling Rules	Removed the chapter.
		Profile Settings and Security	Removed the chapter. For information about permission sets, refer to About Permission Sets.
		Finalizing the Shopping Cart	Added information about Enterprise profile.
		Configuring Progress Tracker for Async Operation	New topic. New feature.
		Associating Options to a Bundle	Added a note about option groups.
		Creating Option Groups	Added information about the distinction between Shared and Standalone option groups.
		Configuring Custom Fields on Price List Related Pages	New topic.
		Configuring the Tooltips	New topic.
		Navigating the Product Page	Updated the topic with information about tooltip.
		Using Proposal Document Generation	Updated the topic with information about the following: Contact name in the email. Updates to Presented Date on the Quote Detail page.
		About Quantity and Selling Term Calculation Using Default Pricing Settings	New topic.
		Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Standalone Products	New topic.
		Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Bundle Products	New topic.
		Managing Mass Update of Product Fields	Updated the topic with information about rollup line items.
		Terminating an Asset	Updated the topic with information about editing custom asset line item fields on the Confirm Termination page.
		Viewing the Cart in Grid View	Updated information about bundle expansion and custom fields on Summary Group.
		About Quote Lifecycle Collaboration	Updated information about the disabled Submit for Approval button.
		Working on the Configuration Request	Updated the description with information about the inability to submit cart for approval.
		Merging the Configurations in the Parent Cart	Updated the description with information about the inability to submit cart for approval.
		Use Case: Cancelling Options in a Bundle Asset with Ramp Lines	New topic.
		Use Case: Terminating an Asset with Ramp Lines	New topic.
		Creating Quotes from Opportunities	Updated the following information: The description of the Single Transaction Adjustment checkbox. Added information about the Enterprise quote profile.
		Managing Assets in the Contract Flow	Updated the topic with information about the Single Transaction Adjustment checkbox.
		Configuring Products from the Catalog	Updated the optional products section.
		Finalizing the Shopping Cart	Added information about the Enterprise quote profile.
		Using Guided Selling	Removed the content as the feature has been deprecated.
		Async APIs Using Batch Apex	New topic.
		Repricing the Cart	New topic.
Copying Product Configuration to the Proposal	New topic.
Asset Web Services	New topic.
Change Assets	New topic.
Renew Assets	New topic.
Get a List of Products to be Swapped with Assets	New topic.
Swap Assets	New topic.
Terminate Assets	New topic.
Get a Count of Assets	New topic.
Get a List of Assets	New topic.
Retrieving Products Auto-included to the Cart	New topic.
Dissociating Attribute Group and Products	New topic.
Associating Attribute Group and Products	New topic.
Adding and Removing Attributes from an Attribute Group	New topic.
Creating New Attribute Group	New topic.
Retrieving Products Included by Auto-inclusion Constraint Rule	New topic.
Creating a Cart from a Quote	Updated the code sample.
CPQ Asset-Based Ordering APIs	Updated the description of the Change Asset API with information about cascading attribute changes to sub-bundle child options.

Spring '21


Document	Topic	Description
Spring '21 Rev L	Disabling Constraint Rule Execution upon Cart Finalization	New topic.
Spring '21 Rev K	Configuring Quick Quote Mode	Removed the content as this feature is no longer supported.
Spring '21 Rev K	Creating Quick Quotes	Removed the content as this feature is no longer supported.
Spring '21 Rev J	Configuring Field Set Settings	Updated the description of the Asset Line Fields For Selected Assets setting.
Spring '21 Rev I	Using Guided Selling	Removed the content as the feature has been deprecated.
Spring '21 Rev I	Performing the Post-Upgrade Tasks	Updated the description with a note about API names in Config LineItem Custom Fields.
Spring '21 Rev H	Registering for Conga Upgrade Program	New topic.
	Installing CPQ Packages	Updated the topic with a tip about Conga Push Upgrade.
	Preparing for Upgrade	Updated the topic with a tip about Conga Push Upgrade.
	Upgrading to CPQ October '23 Release	Updated the topic with a tip about Conga Push Upgrade.
Spring '21 Rev G	Configuring Flow Settings	Updated the topic with a note that special characters are not supported in the flow name.
	Configuring Post-Installation Settings	Updated the topic with a note that special characters are not supported in the flow name.
	Creating Products	Updated the topic with a note that special characters are not supported in the product name.
	Creating Promotional Banners	Removed the description because the feature is deprecated.
	Managing Guided Selling	Removed the description because the feature is deprecated.
	Defining Multiple Contracts to be Used in a Quote	Updated the description of the "Solution" section.
	Creating Custom Fields in the Search Attribute Value Object	Removed the chapter.
	Creating a Sample Flow Using Flow Designer	Removed the chapter.
	Creating a Guided Selling Visualforce Page	Removed the chapter.
	Defining Guided Selling Rules	Removed the chapter.
Spring '21 Rev F	Configuring Promotions on Benefit Products in Buy X Get Y	New topic.
Spring '21 Rev E	Defining Batch Size to Process Line Items with Promotions	Updated the topic with information about Buy X Get Y type promotion.
Spring '21 Rev E	Applying Promotions on Line Items in the Cart	Updated the topic with information about APTS_EnableMultiBenefitItems Admin Setting.
Spring '21 Rev D	Excluding Optional Product in Min/Max Criteria	New topic.
Spring '21 Rev D	Configuring Products from the Catalog	Updated the topic with information about option group Min/Max validation for optional bundles.
Spring '21 Rev C	Creating Visibility Rules	Updated the topic with information about Classic UI.
Spring '21 Rev C	Configuring Products from the Catalog	Updated the topic with information about option group Min/Max validation for optional bundles.
Spring '21 Rev B	Defining Batch Size to Process Line Items with Promotions	New topic.
	Disabling Time Adjustment in Price List Item Fields	New topic.
	Pricing Callback Class	Updated the topic. Add information about isCartTotalingDisabled.
	Configuring Products from the Catalog	Updated the topic with information about Min/Max criteria of option group for optional options.
	Repricing the Cart	Updated the sample code.
Spring '21 Rev A	Configuring Enterprise QTC Profile Value for Quote	Updated the topic with information about a cloning proposal.
	Tasks Available in the Smart Cart Flow	Updated the topic with information about cloning proposals that are not finalized.
	Async APIs Using Batch Apex	New topic.
	Repricing the Cart	New topic.
	Adding Custom Bundles	Updated the sample code.
	Copying Product Configuration to the Proposal	New topic.
Spring '21	Configuring Custom Settings	Updated the description of the Relate Action Criteria Fields setting under Installed Products Settings. Updated the description of the Service Price Distribution Method setting under Config System Properties. Updated the description of the following setting under Proposal System Properties: Enable Fast Doc Gen Enable File Added CR Maintenance Governor Limits Threshold in Config System Properties. Added Enable Quick View in Lookup Field Settings.
	Configuring Document Generation for Quote	Renamed the topic from "Configuring Large Document Generation for Quote". Updated the topic with information about how to configure Doc Gen.
	Configuring Field Set Settings	Updated the description of the Related Line Item Fields and Asset Line Fields For Selected Assets settings.
	About Product Attribute Value Extensions	Updated the description with information about Document Generation.
	Option Filter Callback Class	Updated information about hiding option groups.
	Defining the Benefits of a Promotion	Updated the description of the Product field.
	Configuring Application Management Settings	Added a note for information about Custom Settings Maintenance Job.
	Configuring Option Net Adjustment Rollup to Bundle	New topic.
	Configuring Enterprise QTC Profile Value for Quote	New topic.
	Configuring Service CPQ	New topic.
	Configuring Service Pricing	New topic. Moved from the Conga CPQ User Guide.
	Defining Service Line Split Criteria	Moved this topic from the "Configuring Asset-Based Ordering" section to the "Configuring Service CPQ" chapter.
	Synchronizing Related Line Items with Opportunity Line Items	Moved this topic from the "Managing Quotes or Proposals" chapter to the " Configuring Service CPQ" chapter.
	Running the Constraint Rule Maintenance Job	Updated the topic. Added information about the threshold for Constraint Rule Maintenance job.
	Lifecycle Callback Class	New topic.
	Adjustment Spread Callback Class	New topic.
	Deal Optimizer Callback Class	New topic.
	Cart Approval Callback Class	New topic.
	Associating Options to a Bundle	Updated the description of the Auto-Update Quantity field.
	Configuring Exclusion Rules	Added information about Match in Service Assets.
	Creating Constraint Rule Conditions	Added a use case.
	Creating Quotes from Opportunities	Updated the topic information about the Single Transaction Adjustment checkbox.
	Applying Promotions on Line Items in the Cart	Updated the topic information about applying Buy X Get Y promotions on multiple line items of Y products, and with information about line items with $0 price.
	Searching Assets	Updated topic with a note about pagination.
	Pricing Products	Updated the topic with information about the Submit For Pricing (Async) button.
	Tasks Available in the Smart Cart Flow	Updated the topic added information about Sync with Opportunity and Doc Gen.
	About Smart Cart	Updated the limitation of the Smart Cart.
	Configuring Products from the Catalog	Updated the section about is Optional checkbox.
	Managing Services	Updated the topic to remove the ambiguous content.
	Associating Services with Assets	New topic
	Working with the Service Catalog	New topic.
	Configuring Service Products	Updated the topic with missing information.
	Working with the Service Cart	Renamed from "Viewing the Service Cart" and updated the topic with missing information.
	Viewing Service Products on the Installed Products page	Removed the topic.
	Service Pricing	Moved this topic to the Conga CPQ Administrator Guide. See Configuring Service Pricing.
	Splitting the Related Line Items from Services	New topic. Moved the content from the "Service Pricing" topic to this topic.
	Use Case: Bundle to Bundle	New topic.
	Use Case: Bundle to Components	New topic.
	Use Case: Bundle to Bundle and Components	New topic.
	Using Proposal Document Generation	Updated the topic.
	Viewing the Cart in Grid View	Updated the information about lookup field columns.
	CPQ Admin Web Service	New topic.
	Creating New Products	New topic.
	Creating New Categories	New topic.
	Associating Products to Category	New topic.
	Building Hierarchy of Products	New topic.
	Checking if Product Exists in Hierarchy	New topic.
	Removing Products from Hierarchy	New topic.
	Retrieving the List Option Group	New topic.
	Retrieving of Product Hierarchy	New topic.
	Retrieves List of Parent Product	New topic.
	Retrieves List Product IDs	New topic.
	Retrieves List of Category IDs	New topic.
	Constraint Web Service 2	New topic.
	Associating Constraint Rule to Products Added to the Cart	New topic.
	Troubleshooting CPQ SOAP APIs	New topic.
	Remote CPQ Admin Controller	New topic.
	Searching Custom Fields in Objects	New topic.
	Retrieving Incentives on the Cart	Added information about the new parameter B undleLineItemID.
	Creating Coupons for Incentives	New topic.
	CPQ Asset-Based Ordering APIs	Updated the request and response parameters of the Change Asset API.

Winter '20


Document	Topic	Description
Winter '20 Rev I	Disabling Constraint Rule Execution upon Cart Finalization	New topic.
Winter '20 Rev H	Configuring Quick Quote Mode	Removed the content as this feature is no longer supported.
Winter '20 Rev H	Creating Quick Quotes	Removed the content as this feature is no longer supported.
Winter '20 Rev G	Registering for Conga Upgrade Program	New topic.
	Installing CPQ Packages	Updated the topic with a tip about Conga Push Upgrade.
	Preparing for Upgrade	Updated the topic with a tip about Conga Push Upgrade.
	Upgrading to CPQ October '23 Release	Updated the topic with a tip about Conga Push Upgrade.
Winter '20 Rev F	About Product Attribute Value Extensions	Updated the topic with information about using Product Attribute Value Extension Objects in Search Filter(CPQ).
	Creating Promotional Banners	Removed the description because the feature is deprecated.
	Defining Multiple Contracts to be Used in a Quote	Updated the description of the "Solution" section.
Winter '20 Rev E	Configuring Enterprise QTC Profile Value for Quote	Updated the topic with information about a cloning proposal.
	Configuring Custom Button to Access Configuration Page Directly	Updated the topic with information about multi-currency org.
	Tasks Available in the Smart Cart Flow	Updated the topic with information about cloning proposals that are not finalized.
Winter '20 Rev D	Enabling Optimized Attribute Retrieval	Updated the topic.
	Creating Option Groups	Updated the topic.
	Associating Options to a Bundle	Updated the description of the field Allow Cloning.
	Adding Miscellaneous Items	Added a note about the inability to modify miscellaneous line items once add to the cart.
	Assigning the Configuration to the Collaborator or Queue	Added a note about miscellaneous line items not being supported in Quote Collaboration.
Winter '20 Rev C	Configuring Option Net Adjustment Rollup to Bundle	New topic.
	Configuring Renewal Settings	Added the "To synchronize renewal lines to renewal opportunities" section.
	Pricing Products	Updated the topic with information about Bundle and Summary Group Net Adjustment %.
	CPQ Admin Web Service	New topic.
	Creating New Products	New topic.
	Creating New Categories	New topic.
	Associating Products to Category	New topic.
	Building Hierarchy of Products	New topic.
	Checking if Product Exists in Hierarchy	New topic.
	Removing Products from Hierarchy	New topic.
	Retrieving the List Option Group	New topic.
	Retrieving of Product Hierarchy	New topic.
	Retrieves List of Parent Product	New topic.
	Retrieves List Product IDs	New topic.
	Retrieves List of Category IDs	New topic.
	Constraint Web Service 2	New topic.
	Associating Constraint Rule to Products Added to the Cart	New topic.
	Troubleshooting CPQ SOAP APIs	New topic.
	Remote CPQ Admin Controller	New topic.
	Searching Custom Fields in Objects	New topic.
Winter '20 Rev B	Configuring Lookup Field Settings	Added the following fields and description: Lookup Record Limit Junction Object Name Junction Field Name Junction Default Flag Filter Criteria 2
	Creating Price List Items	Updated the description of the Price Type and Price Method fields.
	Adding Additional Details to a Price List Item	Updated the description of the Price Type and Price Method fields.
	Creating Quotes from Opportunities	Updated the topic. Added information about QTC Profile.
	Finalizing Products	Updated the topic. Added information about QTC Profile.
	Creating Favorite Configuration	Updated the sample code.
Winter '20 Rev A	Configuring Custom Settings	Updated the description of the Enable File setting under Config System Properties and Proposal System Properties.
	Configuring Display Action Settings	Added a note about the Update Price button.
	Creating Quotes	Updated a note with information about fields Grand Total, Net Amount, and Unit Price.
	Marking Quotes as Primary	Updated the topic with steps on making a quote as primary.
	Tasks Available in the Smart Cart Flow	Updated description of Clone(With Line Items).
	Updating Category Hierarchy for multiple Categories	Updated the sample code.
	Updating Category Hierarchy for a single Category	Updated the sample code.
	CPQ Asset-Based Ordering APIs	Updated the Authentication section.
Winter '20	Configuring Installed Products Settings	Added the Cotermination Preferences During Renewal and Default Renewal Cotermination Option settings in RENEWAL section.
	Configuring Post-Installation Settings	Updated the topic with information about running Custom Setting Maintenance Job.
	Configuring Custom Settings	Added the Alert Asset Related To Renewal Cart, Cotermination Preferences During Renewal and Default Renewal Cotermination Option settings in Installed Product Settings. Added a note for information about Custom Settings Maintenance Job. Updated the description of Constraint Rules Execution Mode. Updated the description of Enable Field Expressions under Config System Properties.
	Creating Custom Buttons for Different Flows	Added a new parameter styleSheetURL.
	Creating Products	Updated the topic with the Renewal Lead Time field description.
	Configuring Config Page Settings	Updated the topic description and added information about support for Sidebar Action in the Display As field.
	Configuring Display Action Settings	Updated the topic description.
	Creating Custom Buttons for Different Flows	Replaced isCartApprovalDisabled with useAdvancedApproval and isPricingGuidanceDisabled with useDealOptimizer, updated descriptions.
	Defining the Scope of a Promotion	Updated the description of the Product field with the Include Bundle Options (AND) option under Buy X Get X.
	Defining the Benefits of a Promotion	Removed the In option on the Benefits section for Buy X Get Y promotions.
	Defining the Limits of a Promotion	Updated the topic with information about applying incentive limits across quotes for the same account.
	Running Maintenance Jobs	Updated the topic. Added information about Custom Settings Maintenance batch job.
	Action Params Callback Class	New topic.
	Action Invoker Callback Class	New topic.
	Creating Custom Product Attribute Value Extensions	Updated the topic description.
	About Product Attribute Value Extensions	New topic.
	Configuring Conga Sign for eSignature	New topic. New feature.
	Configuring Configuration Engine Settings	Added the Constraint Rule Execution Mode field
	Configuring Config Page Settings	Added the following fields: Max Inline Option Attributes Enable Option Page Search
	Cascading Shared Attribute Values	New topic. New feature.
	Classifying Attributes	New topic. New feature.
	Enabling Optimized Attribute Retrieval	New topic. New feature.
	Associating Options to a Bundle	Updated the information about the lock icon for the quantity of options.
	Action Callback Class	New topic.
	IActionCallback2 Interface	New topic.
	IActionCallback3 Interface	New topic.
	Using Proposal Document Generation	Updated the topic with a note about warning message on email pop-up.
	Configuring Application Management Settings	Updated the topic with a note about disabled values.
	Creating Price Ramps for a Product	Added a note about the increased scalability of price ramps.
	Applying Promotions on Line Items in the Cart	Updated the topic with information about display of promotions on the cart.
	Viewing Assets from an Account	Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
	About Asset-Based Ordering Flows	Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
	Renewing Assets Manually	Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal quote.
	Renewing Assets in Auto Renewal Mode	Updated the topic with information about a warning during renewal.
	Renewing Assets in OnDemand Renewal Mode	Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.
	Managing Asset Increment with Coterminate Lines	Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
	Renewing Assets Manually in the Contract Flow	Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal agreement.
	Renewing Assets in Auto Renewal Mode in the Contract Flow	Updated the topic with information about a warning during renewal.
	Renewing Assets in OnDemand Renewal Mode in the Contract Flow	Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.
	About Smart Cart	Updated the topic with the following information: Removed multiple adjustments as limitations Added synchronizing proposal line item with opportunity as a limitation.
	Tasks Available in the Smart Cart Flow	Updated the topic. Added information about multiple adjustments and revalidation.
	Sending Documents for eSignature Using Conga Sign	New topic. New feature.
	Managing Mass Update of Product Fields	Updated the topic with information about Advanced Filter.
	Applying Advanced Filters on the Cart	Updated the topic with information about the Select All Qualified Lines checkbox.
	CPQ Asset-Based Ordering APIs	New topic.
	CPQ for REST API Developers	New topic.

Summer '20


Document	Topic	Description
Summer 2020 Rev A	Enabling PDF Security for Generated Proposal Documents	Updated the code for Admin Entry in the topic.
	Configuring Installed Products Settings	Updated the description of the Asset Termination Fields setting with a warning.
	Configuring Custom Settings	Updated the description of Asset Termination Fields setting with a warning.
	Configuring Display Columns Settings	Updated the description of Display Type and Field Name settings.
	Setting Up Service CPQ	New topic.
	Working with the Mini-Cart	New topic.
	Configuring a Product from the Catalog	Updated the topic with information about Mini-cart, and Edit and View buttons. .
	Using Proposal Document Generation	Updated the topic with information about Rename and Delete buttons.
	Viewing the Cart in Grid View	Updated the topic with information about Edit and View buttons.
	Presenting a Quote/Proposal	Updated the topic with a note about contact details.
Summer 2020	Configuring Custom Button to Access Configuration Page Directly	New topic. New feature.
	Configuring Display Columns Settings	Updated the topic with a note for the Display Type Asset Termination.
	Configuring Large Document Generation for Quote	New topic. New feature.
	Managing Constraint Rules	Updated the topic with information about support for Show Messages and Prompt in Match in Assets Match Conditions in CSCR. Updated the topic description.
	Configuring Custom Settings	Added Update View Category Batch Size in Config System Properties. Added the following settings in Proposal System Properties: Large Doc Threshold Large Doc Process Batch Size
	Managing Currency Conversion	New topic. New feature.
	Enabling Price Ramps	Updated the topic with information about ramps inheriting Cumulative Range - Line Item price matrices from the price list item.
	Enabling Auto Ramp Creation	Updated the topic description.
	Creating Custom Buttons for Different Flows	Updated the topic with information about the useAdvancedCurrency parameter.
	Defining the Criteria of a Promotion	Updated the description of the Value field.
	Configuring the Apply Promotion Window	New topic.
	Configuring Display Actions Settings	Updated the topic with information about configuring action buttons on the Configuration page.
	Creating Product Attribute Rules	Updated the topic with information about support for null value in scope.
	Pricing Extension Callback Class for Smart Cart	Updated the topic description.
	Creating Custom Product Attribute Value Extensions	Updated the topic description.
	Enabling Quote Collaboration in the Org	Updated the topic with information about Field Det Settings for Quote Collaboration
	Running Maintenance Jobs	Updated the topic with information about Category and Bundle Maintenance.
	Managing Products	Updated the topic description.
	Creating Products	Removed information about Has Defaults.
	Managing Categories and Hierarchies	Updated the topic description. Updated the description of Offering and Option Group.
	Reordering Root Categories on the Catalog Page	Updated the topic description and added a note about editing layout.
	Running a Category Maintenance Job	Updated the topic description and moved the Category Maintenance section to Running Maintenance Jobs topic.
	Creating Option Groups	Updated the description of Offering and Option Group.
	Creating Price Lists	Updated the topic description.
	Associate a Price List with Categories	Updated the topic description.
	Adding Additional Details to a Price List Item	Updated the topic description.
	Applying the Default Pricing to Products	Updated the topic description.
	Creating Price Rulesets	Updated the topic description.
	Creating Price Rules	Updated the topic description.
	Creating Price Dimensions	Updated the topic description.
	Managing Contract Pricing	Updated the topic description.
	Defining Contracts to be Used in a Quote	Updated the topic description.
	Defining Multiple Contracts to be Used in a Quote	New topic.
	Configuring Contract Pricing through Price Agreements	New topic.
	Enabling Multiple Adjustments at the Line-Item Level	Updated the topic description.
	Managing Product Groups	Updated the topic description.
	About Search Filters (CPQ)	Updated the topic description.
	Configuring Search Filter (CPQ)	Updated the topic with a reference image.
	Managing Product Rules	Updated the topic description.
	Creating Constraint Rules	Updated the topic with information about Bundle Context.
	Creating Constraint Rule Conditions	Updated the topic description.
	Creating Constraint Rule Actions	Updated the topic description.
	Scenarios for Using Constraint Rules	Updated the topic description.
	Creating Product Attribute Values	Updated the topic description.
	Creating Attribute Value Matrices	Updated the topic description.
	Types of Promotions	Updated the topic description.
	Defining User Profiles and Permissions	Updated the topic description.
	Configuring Incentive Records	Updated the topic description.
	Creating Price Dimensions for a Promotion	Updated the topic description.
	Creating Child Filters	Updated the topic description.
	Configuring Data Rollups for Promotions	Updated the topic description.
	Defining the Scope of a Promotion	Updated the topic with information about including bundle with options in the Scope of promotions.
	Defining the Criteria of a Promotion	Updated the topic description.
	Defining the Benefits of a Promotion	Updated the topic description.
	Generating Coupons for a Promotion	Updated the topic description.
	About Integration of Assets with Contracts	Updated the topic description.
	Configuring Auto Renewal of Assets	Updated the topic description.
	Renewing an Asset in Auto Renewal Mode	Updated the topic description.
	Renewing an Asset in OnDemand Renewal Mode	Updated the topic description.
	Using the Search Filter	Removed the topic.
	Configuring Conditional Inclusion of Options	Removed the topic.
	Applying Promotions on the Products in the Shopping Cart	Updated the topic with information about combining promotions.
	Managing Cart Views	Updated the topic description.
	Splitting an Asset	Updated the topic with minor changes on the Cart page for split-swap bundles and options.
Swapping an Asset	Updated the topic with a minor change about the user seeing the Confirm Installed Products Swap page or the Confirm Swap pop-up.
Terminating an Asset	Updated the topic with a minor change about read-only fields on the Cart page.
Searching Assets	Updated the topic with search optimization for the Installed Products page.
Generating a Quote/Proposal	Updated the topic with information about the Submit button for Large Document Generation for a quote.
Tasks Available in Smart Cart Flow	Updated the description of the tasks to clone(with Line Items) and create an agreement with line items.
Quote Lifecycle Collaboration	Updated the description.
Assigning the configuration to the Collaborator or Queue	Updated the description.
Working on the Configuration Request	Updated the description.
Merging the Configurations in the Parent Cart	Updated the description.
Creating a Price Ramp for a Product	Updated the topic with information about creating price ramps for products with Related Pricing.
Creating Quote/Proposals from Opportunities	Updated the description.
Contract Pricing	Updated the description.
Renewing an Asset	Updated the description.
Renewing Assets Manually	Updated the description.
Use Case: Different Renewal Dates	New topic.
Renewing Assets Automatically	New topic.
Renewing an Asset in Auto Renewal Mode	New topic.
Use Case: Grouping of Assets without Renewal Group Fields During Renewal
Use Case: Grouping of Assets with Renewal Group Fields During Renewal	New topic.
Renewing an Asset in OnDemand Renewal Mode	New topic.
Use Case for Renewals without Grouping	New topic.
Terminating an Asset	Updated the description.
Use Case: Terminating an Asset When Billing Management is Installed	New topic.
Use Case: Same Day Cancellation	New topic.
Use Case: Terminating a Renewed Asset	New topic.
Managing Assets through Contracts	Updated the description.
Managing Assets in the Contract + Proposal Flow	New topic.
Changing Assets in the Contract + Proposal Flow	New topic.
Renewing Assets in the Contract + Proposal Flow	New topic.
Swapping Assets in the Contract + Proposal Flow	New topic.
Terminating Assets in the Contract + Proposal Flow	New topic.
Managing Assets in the Contract Flow	New topic.
Changing Assets in the Contract Flow	New topic.
Renewing Assets in the Contract Flow	New topic.
Renewing Assets Manually in the Contract Flow	New topic.
Renewing Assets Automatically in the Contract Flow	New topic.
Renewing an Asset in Auto Renewal Mode in the Contract Flow	New topic.
Renewing an Asset in OnDemand Renewal Mode in the Contract Flow	New topic.
Swapping Assets in the Contract Flow	New topic.
Terminating Assets in the Contract Flow	New topic.
Adding a Miscellaneous Item to the Cart	New topic. New API.
Abandoning a Configuration	New topic. New API.
Finalizing Configuration in Smart Cart	New topic. New API.
Cloning Primary Line Items	New topic. New API.
Creating Bundle Line Items	New topic. New API.
Copying Attachments	New topic. New API.
Creating a Task After Proposal is Presented	New topic. New API.
Retrieving Name of the First Template	New topic. New API.
Retrieving Templates in a Proposal	New topic. New API.
Deleting an Email Template	New topic. New API.
Updating a Proposal	Updated sample code.
Retrieving Incentives on the Cart	Updated the topic with information about new parameters.
Retrieving Incentives Applied on the Cart	New topic. New API.
Setting Incentives for Cart	New topic. New API.

Spring '20


Document	Topic	Description
Spring 2020 Rev B	Integrating Conga with External Systems	New topic for external integrations using the Conga CPQ SOAP API.
	Generic API Operations in Salesforce (SOAP)	New topic describing examples of calling generic Salesforce SOAP methods for creating and retrieving common Salesforce objects referenced by Conga APIs.
	CPQ Web Service(Apttus_CPQApi)	Renamed the topic from "CPQ Web Service". Updated the topic description.
	Creating a Cart from a Quote	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Retrieving Categories for a Price List	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Retrieving Products and List Prices for a Price List	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Retrieving Products and List Prices for a Price List and Category	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Retrieving Products and List Prices For a Price List and Search Text	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Retrieving Option Groups, Options, and List Prices for a Price List Product	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Adding Products to a Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Adding a Bundle to a Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Adding a Custom Bundle	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Adding Options to a Bundle	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Cloning Bundle Line Items on the Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Cloning Line Items on the Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Cloning Option Line Items on the Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Comparing Products	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Associating Constraint Rules to a Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Applying Constraint Rules to Deleted Products	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Adding Price Ramps to a Cart (CPQ Web Service)	Updated the topic with API signature.
	Computing the Net Price for a Bundle	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Updating Price For A Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Price Breakup for a Cart or Specific Line Item	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Removing a Bundle from a Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Removing Multiple Bundles from a Cart	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Removing Line Items from the Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Removing Options from a Bundle	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Retrieving Constraint Rules Results	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Retrieving Incentives on the Cart	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Retrieving Asset Line Items	Updated topic to include API signature and SOAP Response/Request XML for API integration.
	Abandoning a Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Finalizing a Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Synchronizing a Cart	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Updating Quote Terms	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Computing Shipping for Cart Line Items	Updated the topic with API signature.
	Computing Taxes for Cart Line Items	Updated the topic with API signature.
	CPQ Web Service (Apttus_Config2)	New topic.
	Creating Product Line Items	Moved the topic from "CPQ Web Service". Updated the topic with API signature.
	Registering Split Cart Parameters	Moved the topic from "CPQ Web Service". Updated topic to identify API as a global method and added signatures.
	Finalizing the Configuration Version	Moved the topic from "CPQ Web Service". Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
	Finalizing the Configuration Version with Synchronization Tasks	Moved the topic from "CPQ Web Service". Updated the topic with API signature.
	Batch Update Service	Updated the topic description.
	Updating Category Hierarchy for a single Category	Renamed the topic from "Updating a Specific Category".
	Updating Category Hierarchy for multiple Categories	Renamed the topic from "Updating Multiple Categories".
	Quote/Proposal Config Web Service	Updated the topic description.
	Accepting a Quote	Updated topic to include API signature, and SOAP Response/Request XML for API integration.
	Quote Collaboration Service	Renamed the topic from "Collaboration Structure". Updated the topic description.
	Adding Products to a Collaboration Request	Updated the topic with API signature.
	Favorite Configuration Global Service	New topic.
	Creating Favorite Configuration	Renamed the topic from "FavoriteConfiguration Web service". Updated the topic with API signature.
	Asset Service	Updated the topic description.
	Fetching Asset Line Items	Updated topic to identify API as a global method and added signatures.
	Getting a count of Asset Line Items	Updated topic to identify API as a global method and added signatures.
	Swapping Assets	Updated topic to identify API as a global method and added signatures.
	Getting a list of Products to be swapped with Assets	Updated topic to identify API as a global method and added signatures.
	Terminating Assets	Updated topic to identify API as a global method and added signatures.
	Renewing Assets	Updated topic to identify API as a global method and added signatures.
	Incrementing Assets	Updated the topic with API signature.
	Changing Assets	Updated topic to identify API as a global method and added signatures.
	Merging Duplicate Assets	Updated topic to identify API as a global method and added signatures.
	Batch Job Service	Updated the topic description.
	Splitting a Smart Cart	Updated topic to identify API as a global method and added signatures.
	Updating Price for the Smart Cart	Updated topic to identify API as a global method and added signatures.
	Updating Price For A Cart	Updated topic to identify API as a global method and added signatures.
Proposal Web Service	Updated the topic description.
Retrieving Proposal Field Values from Account	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Retrieving Proposal Field Values from Opportunity	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Retrieving Field Values from Proposal	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Creating Proposal Line Items from Opportunity	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Updating a Proposal	Updated topic to include API signature and SOAP Response/Request XML for API integration.
Cloning Email Template	Updated topic to include API signature and SOAP Response/Request XML for API integration.
Cloning Document Templates	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Getting the Proposal Document Output Format	Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration.
Spring 2020 Rev A	Configuring Custom Settings	Updated the description of the Document Naming Convention setting under Proposal System Properties.
Spring 2020 Rev A	Synchronizing Related Line Items with Opportunity Line Items	Updated the topic with a note that this feature is applicable only for Service CPQ.
Spring 2020	Configuring Installed Products Settings	Updated the description of the Editable Fields for Cancelled Lines, Asset Termination Fields, and Renewal Business Object Type settings. Added the Account Hierarchy Batch Size setting. Removed the Change:MassEdit option from the Submenu Actions setting.
	Creating Price List Items	Updated the note in the description of the Charge Type Criteria setting.
	Configuring Pricing Engine Settings	Updated the topic with information about turning on or of defer pricing at a flow level and selectively skipping the totaling of pricing of products on the Cart.
	Configuring Custom Settings	Updated the topic with information about the following custom settings: Added the following custom setting: Base Private Properties Updated the Config System Properties > CSS Override setting description. Added the following settings in Config System Properties: Product Sorting Fields Refine Search Checkbox Display Limit Added a note for the Enable Price Matrix Audit Trail setting in Config System Properties. Added the following settings in Proposal System Properties: Document Naming Convention Added the following field in Config Custom Classes: Revalidation Callback Class Added the Account Hierarchy Batch Size field in Installed Products Settings. Removed the Mass Edit Action Criteria Fields setting. Removed the Change:MassEdit option from the Submenu Actions setting. Updated the description of the Editable Fields for Cancelled Lines and Renewal Business Object Type fields in Installed Products Settings.
	CPQ Package Objects	Added the object of the Apttus Base Library package.
	Installing CPQ Packages	Updated the topic with information about the Apttus Base Library package.
	Upgrading CPQ	Updated the topic with information about upgrading from the previous two releases to the current release.
	Configuring Product Sort	New topic. New feature
	Creating Price Ruleset	Updated the topic with information about defining currency for the price ruleset.
	Creating Price Rule	Updated the topic with information about setting the UOM and effective dates for price rule entry.
	Creating Price Dimensions	Updated the topic with more information about Context Type and Type.
	Applying Miscellaneous Pricing to a Product	Updated the description of the Disable Asset Integration setting with a note.
	Managing CPQ Formula Fields	New topic. New feature
	Creating Constraint Rule Actions	Updated the description of the Match in Assets Match Conditions.
	Managing Constraint Rules	Updated the topic. Added information about support for the Match in Assets Match Conditions in inclusion rules.
	Opportunity Renewal - OnDemand	Moved the section about Asset Renewal Callback Class to the new topic "Asset Renewal Custom Callback Class".
	Creating Custom Buttons for Different Flows	Renamed the topic from "Creating a custom button for the new user interface". Updated the topic with information about the asyncFinalize parameter. Added the isCartTotalingDisabled, isCartApprovalDisabled, isPricingGuidanceDisabled, and &deferPricingUntilCart parameters.
	Visibility Rules through Custom Classes	Renamed the topic to "Product Filter Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks".
	Using Asset Line Item Callback Class	Renamed the topic to "Asset Line Item Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks".
	Customizing CPQ Using Callbacks	New topic. Added description for Callback Class
	Display Action Callback Class	Updated the description.
	Option Filter Callback Class	Updated the description.
	Asset Line Item Callback Class	Updated the topic description. Renamed this topic from "Using Asset Line Item Callback Class" to "Asset Line Item Callback Class".
	Asset Renewal Custom Callback Class	New topic.
	Product Attribute Callback Class	New topic.
	Related Pricing Callback Class	New topic.
	Validation Callback Class	New topic.
	Product Filter Callback Class	Updated the topic description. Renamed this topic from "Visibility Rules through Custom Classes" to "Product Filter Callback Class".
	Adjustment Line Item Callback	Updated the description.
	Pricing Callback Class	Updated the description of the topic.
	Revalidation Callback Class	New topic. New feature.
	Managing Promotions	Updated the definition and scope of Promotions Management.
	Defining the Benefits of a Promotion	Updated the topic with information about using operators to define multiple benefit products.
	Creating Approval Workflows for Promotions	Updated the topic with information about selectively skipping approval of the Cart.
	Managing Categories and Hierarchies	Updated this topic with information about category types.
	Creating Categories	Updated the description of the topic. Shifted the details about category types to the topic "Managing Categories and Hierarchies". And removed information about the Manage Options Groups menu.
	Creating Option Groups	Updated the navigation path to the Manage Option Groups menu.
	Associating Options to an Option Group	Updated the navigation path to the Manage Option Groups menu.
	About Manage Field Expressions Page	New topic. Added information about a dedicated page to manage field expression.
	About Manage Rollups Page	New topic. Added information about a dedicated page to manage rollups.
	About Manage Rules Page	New topic. Added information about a dedicated page to manage rules.
	Associating Products to a Product Group	Updated the topic description with information about searching product associated with the product group.
	Logging in to CPQ	Updated the topic with information about My Domain.
	Configuring Display Columns Settings	Added the Asset Termination Display Type and a note for the Mass Edit (Assets) Display Type.
	Enabling Price Breakup for Products	Updated the topic with information about displaying custom fields in Price Breakup pop-up.
	Adding Custom Columns to the Mass Edit (Assets) Window	Removed the topic because it is an invalid feature.
	Configuring Renewal Settings	Updated the topic for clarity and added the "To schedule a batch job for creating renewal opportunity" section. Updated the description of the Renewal Business Object Type setting.
	Searching a Product from the Catalog	Updated the topic with information about sorting the products on the Catalog.
	Configuring a Product from the Catalog	Updated the topic with information about is Optional checkbox.
	Opening Cart in Read-only mode	New topic. Added information about Cart in read-only mode
	Use Case: Renewing Merged Assets with the Same Purchase Identifier	New topic. New feature for this release.
	Managing Assets	Updated the topic with information about sorting assets on the Installed Products page.
	Renewing an Asset	Updated the topic with notes about Farthest End Date. Updated the topic with an enhanced note on renewable products.
	Merging Assets	Updated the topic with notes about Effective Date field and Related Line Items popup. Also updated that the end date is not editable for cancelled lines.
	Swapping an Asset	Updated the topic with notes about selectively displaying fields while swapping assets.
	Terminating an Asset	Updated the topic with information about editing a custom currency field.
	Impact of Asset actions on Billing Schedules	Added the Proration Period Treatment field and updated the definition of Billing Day of the Month and Billing Cycle Start fields.
	Performing Mass Update for Assets	Removed the topic because it is an invalid feature.
	Viewing Service Products on the Installed Products page	Updated the note about validating service assets based on criteria.
	Adding Products	Updated the description.
	About Product Configuration	New topic. Added information about product configuration status.
	Using Deal Guidance	Updated the topic with information about enhanced support for Deal Guidance and selectively skipping Deal Guidance.
	Smart Cart	Updated the description. Added Multiple Adjustments as a limitation.
	Tasks Available in Smart Cart Flow	Updated the description. Removed Multiple Adjustments as an available functionality.
Logging on to CPQ	Updated the description.
Cloning Bundle Line Items on the Cart	Updated the topic with a note about using the Line Number field instead of the Primary Line Number field.
Batch Update Service	Renamed from the topic "BatchUpdate Web Service".
Proposal Web Service	New topic.
Adding a Custom Bundle	New topic. New API
Retrieving Proposal Field Values from Account	New topic. New API
Retrieving Proposal Field Values from Opportunity	New topic. New API
Creating Proposal Line Items from Opportunity	New topic. New API
Updating Proposal	New topic. New API
Removing Options from a Bundle	New topic. New API
Retrieving Field Values from Proposal	New topic. New API
Getting the Proposal Document Output Format	New topic. New API
Cloning Email Template	New topic. New API
Cloning Document Templates	New topic. New API
Creating Product Line Items	New topic. New API
Finalizing the Configuration Version	New topic. New API
Finalizing the Configuration Version with Synchronization Tasks	New topic. New API
Merging Assets	New topic. New API

Winter '19


Document	Topic	Description
Winter 2019	Configuring Custom Settings	Updated the topic with information about the following custom settings: Updated Lookup Field Settings section. Added information about Product Configuration object in Object Name field. Updated the Config System Properties > Selling Term Calculation Method setting description. Updated the Config System Properties > Constraint Rules Execution Mode setting description. Added the Installed Products Settings > Merge Action Criteria Fields setting details. Added the following settings in Config System Properties: Auto Execute Pre-Pricing Step Auto Execute Post-Pricing Step Custom Pre-Pricing Fields Split Cart Threshold Split Cart Criteria Fields Defer Pricing Pricing Batch Size Pricing Profile Auto Sync With Opportunity
	Configuring Installed Products Settings	Updated the topic with information about the Submenu Actions, Merge Action Criteria Fields, End Date preferences for Cotermination, and Hide Asset Actions settings.
	Configuring Custom Settings	Updated the topic with information about the following custom settings: Config Asset Pricing Criteria Fields Config Asset Pricing Default Config Custom Classes Config Custom Display Actions Config Custom Display Columns Config Data Cache Config Field Set Config Flow Config Select Options Settings Config Select Products Settings Config User Preferences
	Using Asset Line Item Callback Class	Updated the topic with a new sample code.
	Configuring Smart Cart	New topic. New feature for this release.
	Use Case for Configuring Smart Cart	New topic. New feature for this release.
	Pricing Extension Callback Class For Smart Cart	New topic. New feature for this release
	Creating Price Dimensions	Updated the topic with more options in Context Type.
	Synchronizing Related Line Items with Opportunity Line Items	New topic. New feature for this release.
	Option Filter Callback	Updated the topic description.
	CPQ Package Objects	Update the description of the following objects: Billing Plan Billing Plan Item Billing Plan Template Billing Plan Template Item Billing Preference
	Defining the Scope of a Promotion	Updated the topic with information about adding product groups to promotions scope.
	Enabling Price Breakup	Updated the topic with information about displaying custom fields in Price Breakup.
	Creating Price Rules Creating Price Matrices Configuring Related Pricing	Updated the topics with information about formula fields when defining price or adjustment.
	Contract Pricing	Updated the topics with information about generating contract price list items for bundles with the same option.
	Running a Category Maintenance Job	Updated the topic with details on incremental updates for category views.
	Configuring Asset Visibility on the Installed Products Page	Updated the topic with a note about critical attributes.
	Configuring the Custom Attributes Page	Updated the topic with enhanced description.
	Configuring Cart Page Settings	Updated the topic to add the details for CART LINE COLUMNS.
	Associating an Attribute Group to a Product	Updated the topic with the description of the Is Primary setting.
	Migration Script for Cart Views	Updated the topic. Updated the Migration Script
	Constraint Rules	Updated the topic. Added a note about Service CPQ.
	Applying Advanced Filters	New topic. New feature for this release.
	Adding Miscellaneous Items	New topic. Added more information about adding miscellaneous items.
	Managing Assets	Updated the topic with the sorting method of the assets.
	Merging Assets	New topic. New feature for this release.
	Service Pricing	Updated the description of the topic.
	Smart Cart	New topic. New feature for this release.
	Tasks Available in Smart Car Flow	New topic. New feature for this release.
	Smart Cart Pricing	New topic. New feature for this release.
	Swapping an Asset	Updated the topic with information about selling term calculation.
	Splitting an Asset	Updated the topic with information about splitting bundle products and the Amended status of standalone and bundle products.
	Terminating an Asset	Updated the topic with information about editable fields on cancelled lines.
	Changing a Configurable Bundle Asset	Updated the topic with the step of clicking the wrench icon.
	Changing the Attributes of an Asset	Updated the topic with the step of clicking the wrench icon.
	Renewing an Asset	Updated the topic with information about Renewal Adjustment Type and Renewal Adjustment Amount columns.
	Configuring a Product from the Catalog	Updated the topic. Added a note in the section To configure product attributes.
	Pricing Products	Updated the topic. Added a note in the section To price a product on the shopping cart.
	Registering Split Cart Parameters	New topic. New API
	Batch Job Service	New topic.
	Splitting a Smart Cart	New topic. New API
	Updating Price for the Smart Cart	New topic. New API

Summer '19


Document	Topic	Description
Summer 2019	Configuring Installed Products Settings	Updated the topic with information about the ASSET VIEWS setting.
	System Properties	Added Rounding Mode setting.
	Creating Price Matrices	Updated the topic with information about getting the price matrix entry and the Cumulative Range - Line Item setting.
	Configuring Currency Rounding	New topic. New feature for this release.
	Defining the Scope of a Promotion	Updated the topic with information about the Product field.
	Running a Bundle Maintenance Batch	Updated the topic with information about using Batch Mode maintenance for complex bundles.
	Config System Properties	Updated the topic with the following new settings. Adhoc/Product Totaling Hierarchy Enable Price Matrix Audit Trail FavoriteFilters Groupby Fields Service Line Split Criteria Totaling Group Type Update View Product Batch Size Update View Use DML Limit
	Defining Split Criteria	Updated the topic with information about Related Line Item and Asset Line Item objects.
	Installed Product Settings	Updated the topic with the following new settings. Apply Adj To Current Contract Term Base Price Defaulting Method For Renewal
	Client Side Constraint Rules	Removed the topic. The relevant information is mentioned with the appropriate topic.
	Constraint Rules	Updated the topic with information about Client-Side Constraint Rules
	Create Constraint Rules	Updated the topic with information about effects of deactivated or deleted constraint rules on the finalized cart.
	Constraint Rule Actions	Updated the topic. Modified description of Min/Max Match Rule.
	Setting up an Inclusion Rule	Updated the topic with information about Added By and Added By Rule Info fields.
	Setting up an Exclusion Rule	Updated the topic with information about Hide functionality.
	Applying Promotions on the Products in the Shopping Cart	Updated the topic with information about reapplying a promotion.
	Contract Pricing	Updated the topic with information about adjustments applied as part of contract price and fallback method when contract list price is unavailable.
	Managing Views for Assets Grid	Updated the topic with information about views on the Assets grid created by the administrator.
	Renewing an Asset	Updated the topic with information about renewing an asset using current contract value.
	Terminating an Asset	Updated the topic with information about validating the termination date and displaying contract term billing details.
	Favorite Configurations on the Cart	Updated the topic with information about categorizing favorite configuration using Favorite Filters.
	Searching a Product from the Catalog	Updated the topic with information about counter on mini-cart and recommendation icons.

Spring '19


Document	Topic	Description
Spring 2019 Rev A	System Properties	Added Enable Custom Rounding setting.
Spring 2019 Rev A	Terminating an Asset	Updated the topic with information about showing net price of the current year asset on the termination page.
Spring 2019	Configuring Config Page Settings	Added Enable Option Page Search setting.
	Configuring Installed Products Settings	Updated the topic with information about Change:Split sub-menu action and Split Asset Action settings.
	Associating Options to Bundles	Updated the topic with information about the message displayed to run Bundle Maintenance batch job.
	Client Side Constraint Rules (CSCR)	Updated the topic with a note about support for Match in Location.
	Defining a Cost Model	Updated the topic with information about the Hide Child Cost Types in Price Waterfall option.
	Enabling Quote Collaboration in your org	Updated the topic with information about revoked requirement Modify All setting.
	Defining the Scope of a Promotion	Updated the topic with information about searching a product by its name or code.
	Data Flow	Updated the topic with information about using the Auto Renewal flag correctly.
	Manage Product Page	Added the topic with information about Manage Product page in CPQ Admin.
	Cloning Products	Added the topic with information about cloning product in CPQ Admin.
	Searching a Product from the Catalog	Updated the topic with information about actions products inheriting location of the condition products.
	Configuring a Product from the Catalog	Updated the topic with information and a note about search functionality for options and attribute on the configuration page.
	Favorite Configurations on the Cart	Updated the topic with information about saving constraint rule in favorite configuration.
	Working on the Configuration Request	Updated the topic with the information about support for replacement and deletion of collaborated product
	Merging the Configurations in the Parent Cart	Updated the topic with information about support for automatic child cart updates.
	Billing Schedules for Incremented Assets	Updated the "Increment Asset with Coterminate Lines" topic with a use case for billing schedules.
	Splitting an Asset	New topic. New feature for this release.
	Terminating an Asset	Updated the topic with information about showing the original asset start date on the intermediate page UI.
	Assigning the configuration to the Collaborator or Queue	Updated the topic with information about adding products to a collaboration request.
	Accepting a Quote	New topic. New API
	Adding Products to a Collaboration Request	New topic. New global method.

Winter '18


Document	Topic	Description
Winter 2018 Rev B	Applying and Removing Promotions or Coupons on Line Items in Cart	Moved this topic from this guide to CPQ on Salesforce Winter 2018 User Guide and merged content in the "Applying Promotions on the Products in the Shopping Cart" topic.
	Creating the Price Ramp on the Cart Page	Updated the topic. Removed a limitation about Cart Grid UI. Removed the note about support for IE 11.
	Billing for Assets	Updated the topic with information about billing.
	Configuring Document Generation Preview Setup in Internet Explorer	Updated the topic with a note that the feature is no longer supported.
	Applying Promotions on the Products in the Shopping Cart	Moved the "Applying and Removing Promotions or Coupons on Line Items in Cart" topic from CPQ on Salesforce Winter 2018 Administrator Guide to this guide and merged the contents.
	Creating the Price Ramp on the Configuration Page	This topic is removed because the feature is no longer available.
Winter 2018 Rev A	Config System Properties	The Config System Properties related to large cart were removed because the large cart feature was not part of the Winter 2018 release.
Winter 2018 Rev A	Splitting Large Cart	This topic is removed because the Large Cart feature was not part of the Winter 2018 release.
Winter 2018	Config System Properties	Added a new field. Enable Notification Feed
	Defining Split Criteria	New topic. New feature for this release.
	Multiple Adjustments at the Line Item	Updated the topic with details on Adjustment Types.
	Creating Constraint Rule Actions	Updated the topic with information about the value Hide in the Action Intent table.
	Client Side Constraint Rules (CSCR) Enhancements	Updated the topic with information that M atch in Cart Options is now supported.
	Pricing Callback Classes	Updated the topic with the method onPriceItemSet().
	Enabling Quote Collaboration in your org	New topic. New feature for this release.
	Defining Permissions for Favorite Feature	New topic. New feature for this release.
	Associating Options to Bundles	Updated the topic with a note in the topic about shared option groups.
	Structure Section	Updated the topic with a new feature for CPQ Admin.
	Lookup Field Setting	Updated the topic with information about the Filter Criteria 2 field.
	Installed Products Settings	Updated the topic with information about End Date Preference Cotermination and sub-menu actions.
	Applying and Removing Promotions or Coupons on Line Items in Cart	Updated the topic with information about applying promotions. (Moved this topic to CPQ on Salesforce Winter 2018 User Guide in Winter 2018 Rev B)
	Generating Coupons	Updated the topic with a note about generating coupons.
	Adding Custom Columns to the Mass Edit (Assets) Window	New topic. New feature for this release. Note: Removed the topic in Spring 2020 because it is an invalid feature.
	Configuring Service Products	Updated the topic with information about cloning service line.
	Pricing Products	Updated the topic with new options in Adjustment Type and a note to the % Discount Off Lift option.
	Assigning the configuration to the Collaborator or Queue	Updated the topic with notes about access permissions being considered in the Collaboration Feature.
	Bucket Adjustments	Updated the topic with a note about bucket adjustment applicable on the preceding bucket.
	Service Pricing	Updated the topic with information about splitting the Related Line Items from Service Line.
	Configuring a Product from the Catalog	Updated the topic with information about selecting products from a prompt.
	Favorite Configurations on the Cart	Updated the topic with information about access permissions.
	Managing Views for Assets Grid	New topic. New feature for this release.
	Performing Mass Update for Assets	New topic. New feature for this release. Note: Removed the topic in Spring 2020 because it is an invalid feature.
	Increment Asset with Coterminate Lines	New topic. New feature for this release.
	Creating Quote/Proposals from Opportunities	Updated the topic with information about purchase identifier.

Summer '18


Document	Topic	Description
Summer 2018 Rev A	Currency Field Precision	Information about the application of Currency Field Precision is added as a note.
Summer 2018 Rev A	Expand Bundles in Cart	Information about Pagination feature is added as a note
Summer 2018	Creating a Price List	New configuration for creating a price list is added: Disable Based on Currency Adjustment
	Applying Miscellaneous Pricing to a Product	Disable Cost Model field is added.
	Creating Price List Items	New grouping type such as Summary Group is added.
	Adjustment Line Item Callback	Adjustment Line Item callback is added.
	Types of Promotions	Sales promotion details are added.
	Defining the Criteria of a Promotion	Contains operator is added.
	Use Case: Configuring a Promotion for the Total Price on the Cart	Use case for an order level promotion is added.
	Managing Coupons	The Assigned To filter is added. Information about storage of coupon code is added as a note.
	Extending the Lead Time Functionality	Sample callback classes to extend the lead time functionality is added.
	Bucket Adjustments	Included a note about the creation of an adjustment line.
	Viewing Installed Products Page	Changes to the Installed Products User Interface is added.
	Searching Assets	Enhancements to the Search functionality are added.
	Viewing Service Products on the Installed Products page	The Relate and relate Component flows are added.
	Service Pricing	Service Configuration and pricing information are added.

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