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

DocumentPublication DateTopicDescription
202404.2.0

 

Adding Details to a Price List Item

Updated Price List Item with Related Price List Item.

Creating an Attribute Value Matrix

Added Scope and Matrix details for Attribute Value Matrix.

Managing Views

Added the Asset Views for Asset Page.

Configuring Action Settings

Added the Price Waterfall Page configuration.

Creating a Color Band

Updated the fields as mandatory.

DocumentPublication DateTopicDescription
202404.1.0

 

Asset Pricing Criteria

New Feature

Adding Details to a Price List Item

Updated the List price field.

Configuring the Price Lists

Removed the Cost Model field.

Creating the Price Waterfall

Updated Manage Price Points topic to enable the checkbox element against the row when the row is disabled.

Cart Settings

Updated topic to remove Disable Cart Activity History and Disable Cart Asycn Notification settings as they are not supported in the Conga Platform flow. 

Pricing Settings

Updated topic to remove Enable Keyed Matrix Pricing setting as it is not supported in the Conga Platform flow. 

DocumentPublication DateTopicDescription
202403.3.0

 




Managing Price List Items

Added a note about how the products with multiple charge types are sequenced and displayed on the catalog page.

Managing the Promotions

Re-structured topic for a better documentation flow. 

Defining Limits of a Promotion

Updated topic with new UI and procedure.

Defining Coupons of a Promotion

New Topic.

DocumentPublication DateTopicDescription
202403.2.0

 



Creating Price Waterfall Ruleset Entry

New Feature

Managing the Price WaterfallUpdated topic to add view option.
Cart Features

Updated parity table to indicate the availability of the following features. 

  • Cart Size 
    • Upto 5000 Line Items   
    • Upto 10000 Line Items
DocumentPublication DateTopicDescription
202403.1.0

 



Creating Price Waterfall Rulesets

New Feature

Defining Benefits of a Promotion

New Feature

Cart Features

Updated parity table to indicate the availability of the following features. 

  • Locale Support 
    • CPQ Data Translation (API)
Creating the Option Groups

Updated topic to add a new section creating sub-option groups.

Config Features

Updated parity table to indicate the availability of the following features. 

  • Replacement Constraint Rule 
    • Product Field Set
    • Product Option Group
DocumentPublication DateTopicDescription
202402.2.1

 








Managing Price Waterfall RulesetsAdded the deletion feature.
Creating the Price WaterfallAdded a note.
Configuring Column SettingsAdded a note
Creating Price Waterfall RulesetCreating and adding conditions to the price waterfall ruleset.
Creating the Price WaterfallDelete waterfall charts.
Managing the Option GroupsClone Option Groups.
DocumentPublication DateTopicDescription
202402.1.0

 








Managing the PromotionsAdded the summary screen for promotions.
Creating the Price Waterfall ChartsAdded the price point management for waterfall creation.
Associating Option GroupsAdded a note for sequencing option groups.
Managing Price Waterfall RulesetsNew Topic.
Cart FeaturesUpdated Revalidation feature parameters.
Pricing Features
  • Updated Price Waterfall feature parameters.
  • Added Reprice Quotes, Deal Maximizer, and Data Sync Features.
DocumentPublication DateTopicDescription
February' 24          

 






Associating an Attribute to the Attribute GroupAdded a note about the reordering attribute.
Configuring a Constraint Rule Using the Advanced Rule SetupAdded a note for condition criteria in Action Criteria field.
Cart Features

Updated parity table to indicate the availability of the following feature. 

  • Validation Callback Class
Customizing CPQ on Conga Platform using Callback ClassesNew Topic.
Validation Callback Class on Conga PlatformNew Topic.
Recommendation Callback Class on Conga PlatformNew Topic.
Option Filter Callback Class on Conga PlatformNew Topic.
DocumentPublication DateTopicDescription
January' 24          

 







Managing Price Waterfall
New Feature
Overriding Global Settings at a Flow LevelAdded Use Enhanced CSS for Override Settings at Flow Level.
Configuring Column SettingsAdded Cart Line Item as Display Type for Cart Page.
Configuring Action SettingsAdded the Asset page in the Action Settings.
Configuring Column SettingsAdded Asset Page column settings.
Pricing SettingsRemoved Multi Currency Management from the Advance Pricing section.
Managing the PromotionsNew Feature.
DocumentPublication DateTopicDescription
December '23








 

Configuring Price MatricesAdded a pop-up which shows dimension info when hovered upon dimension name.
Configuring Column SettingsRemoved Display Type column.
Configuring Action SettingsRemoved Display Type column.
Pricing SettingsRemoved Defer Pricing and External Pricing from Global Pricing.
Pricing SettingsRemoved Custom Deal Guidance Page from Advanced Pricing.
Config SettingsRemoved Constraint Rules section.
General SettingsRemoved Run Finalization Task in Async Mode field form Finalization and Approvals table.
Creating a PromotionNew Feature

 





Adding Miscellaneous Settings to A Price List ItemAdded a note for sorting according to Period Number.
Creating Price RulesetsAdded a note for info icon for Enable Date Range field.
Overriding Global Settings at a Flow LevelAdded new fields for the override settings table.
Cloning A Price DimensionNew Feature
Configuring the Installed Product PageNew Feature
DocumentPublication DateTopicDescription
November '23

 

Config User Preferences

Added a new field Pin Option Group by Default

 







Config Settings

Updated topic to add new setting Collapse All Leaf Option Groups.

Creating the Option Groups

Updated topic to add a new setting Expanded by Default and Attaching an Image features.

Configuring the Products

Updated topic to add details about creating a new product using the clone feature.

Cart Settings

Updated topic to add details about Column Render Threshold option.

Managing the Constraint Rules

New topic. 

Managing Product Attribute Rules

Updated topic to add details about UI enhancements.

DocumentPublication DateTopicDescription
October '23




 

Configuring Price Matrices

Searching/Sorting a Matrix in the PLI.

Creating a Price Rule

Searching/Sorting/Filter feature added to Price Rules.

Associating Price Lists with a Product

Added an info for charge type button.

Promotions

New Feature

 


Cart Features

Updated parity table to indicate the availability of the following features. 

  • Callbacks
    • Validation Callback (Cart UI and API)
Associating Feature Sets with a Product

New Topic

DocumentPublication DateTopicDescription
September '23
Creating a Color Band

New Feature

September '23
Creating a Price List Item

Added a note to mention a requirement under  To Create a Price List Item.

September '23
Pricing Features

Updated parity table to indicate the availability of the following features. 

  • Multi-Currency
    • Use of Multi-Currencies (Cart UI)
  • Custom and Formula Fields
    • Formula Fields (Admin UI)
DocumentPublication DateTopicDescription
August '23
Managing the Rollup

New Feature



Cart Features

Updated parity table to indicate the availability of the following features. 

  • Locale
    • Metadata Translation (UI)
  • Cart Revalidation
    • Pricing Changes
    • Product Changes


Catalog Features

Updated parity table to indicate the availability of the following features. 

  • Visibility Rules (UI)


Pricing Features

Updated parity table to indicate the availability of the following features. 

  • Buy X Get X (API)
  •  Buy X Get Y (API)
  • For Every X, Get X (API)
  • For Every X, Get Y (API)
  • Line Item Promotions (API)
  • Summary Group Promotions (API)
  • Scope (API)
  • Criteria (API)
  • Benefits (API) (API)
  • Limits (API)
  • Coupons (API)
  • Sales Promotions (API)
  • Update Promotions/Coupons (API)
  • Delete Promotions/Coupons (API)
  • Apply Promotions (API)
  • Apply Coupons (API)
  • Remove Promotions (API)
  • Remove Coupons (API)


Managing the Feature Sets

New Feature

DocumentPublication DateTopicDescription
July '23

 

Cart Features

Updated parity table to indicate the availability of the following features. 

  • Finalize Cart
    • Sync Finalize (UI)
  • Revalidate Cart
    • Revalidate Cart for Product Changes (API)
    • Revalidate Cart for Pricing Changes (API)


Catalog Features

Updated parity table to indicate the availability of the following features. 

  • Actions
    • Compare Products (UI)


Config Features

Updated parity table to indicate the availability of the following features. 

  • Inclusion Constraint Rule
    • Option Group Scope
  • Exclusion Constraint Rule
    • Option Group Scope
  • Option Configuration
    • Is Hidden (UI)
    • Is Picklist (UI)
  • Attribute Value Matrices
    • Product Scope (UI)


Pricing Features

Updated parity table to indicate the availability of the following features. 

  • Usage Price Tiers
    • Adding New Price Tier (UI)
    • Modify Existing Price Tier (UI)
    • View-Only
  • Others
    • Locale


Lookup Fields

New topic.



Creating a Lookup Field

New topic.



Configuring Action Settings

Updated the topic with the availability of the Add New button.



Configuring Column Settings

Updated the topic with the availability of the Add New button.



Associating Attribute Rules with a Product

New topic.



Creating a Constraint Rule

Added information about creating a specific type of rule directly from the drop-down arrow next to the Create New button.



Configuring a Constraint Rule Using the Advanced Rule Setup

Added information about removing criteria.



Managing Field Expressions

New topic.



Creating a Field Expression

New topic.



Adding Charge Type Criteria to a Product

Added information about selecting custom fields.



Configuring Price Matrices

Added information about the Dimensions section.



Configuring Price Matrix Entries

Added information about selecting custom fields.



Creating a Price Dimension

Added information about selecting custom and formula fields.



Creating a Price Ruleset

Added information about updating a price ruleset with Condition & Charge Type Criteria.



Creating Price Rule Entries

Added information about selecting custom fields.



Managing Deal Guidance

New topic.



Creating a Dimension Set

New topic.



Deleting a Dimension

New topic.

DocumentPublication DateTopicDescription
June '23

 

Assigning the Configuration to the Collaborator or QueueAdded a note for the attachment field in the Quote Collaboration table.

 


Catalog SettingsRemoved the settings that are not supported.
Config SettingsRemoved the settings that are not supported.
Cart SettingsRemoved the settings that are not supported.
Pricing SettingsRemoved the settings that are not supported.
Favorite SettingsRemoved the settings that are not supported.
General SettingsRemoved the settings that are not supported.
Object Summary View SettingsRemoved the settings that are not supported.
Configuring Action SettingsNew topic.
Configuring Column SettingsNew topic.
Managing ViewsNew topic.
Associating Price Lists with a ProductAdded information about adding charge type, charge type criteria, and matrices to PLI.
Managing the Attributes and Attribute GroupsNew topic.
Creating an AttributeNew topic.
Creating an Attribute GroupNew topic.
Associate an Attribute to an Attribute GroupNew topic.
Managing Product Attribute RulesNew topic.
Creating a PARNew topic.
Managing Attribute Value MatricesNew topic.
Creating an Attribute Value MatrixNew topic.
Managing Price List ItemsNew topic.
Adding Charge Types to a ProductNew topic.
Adding Charge Type Criteria to a ProductNew topic.
Creating a Price List ItemNew topic.
Adding Default Pricing to a ProductNew topic.
Adding Details to a Price List ItemNew topic.
Adding Miscellaneous Settings to a Price List ItemNew topic.
Configuring Price MatricesNew topic.
Configuring Price Matrix EntriesNew topic.
Managing Price DimensionsNew topic.
Creating a Price DimensionNew topic.
Managing Price RulesetsNew topic.
Creating a Price RuleNew topic.
Creating a Price RulesetNew topic.
Creating Price Rule EntriesNew topic.
Cart Features

Updated parity table for View cart read-only, Update Existing View, Delete Cart View, useAdvancedApproval, Mass update, and View summary group totalling.

Updated parity table to indicate the availability of the following features. 

  • Summary Group
    • Category
    • Product
    • Ad-hoc
  • Mass update
  • View cart read-only,
  • Update Existing View,
  • Delete Cart View,
  • useAdvancedApproval,
  • Mass update, and
  • View summary group totalling
  • Approvals

    • Cart level approvals

    • Line level approvals 

Catalog FeaturesUpdated parity table to indicate the availability of the following features.
  • Add Favorites
  • Location
  • Deep Clone
Config Features

Updated parity table to indicate the availability of the following features. 

  • Recommendation Constraint Rules
    • Product Scope
    • Product Group Scope
    • Product Family Scope
  • Exclusion Constraint rule
    • Is Bundle Context
  • Inclusion Constraint Rule
    • Bundle Context
  • Validation Constraint Rule
    • Criteria
    • Field Set
  • Product Attribute Rules for Product group and product family:
    • Hidden
    • Required
    • Reset
DocumentPublication DateTopicDescription
April '23

 

Cart APIs

Added documentation for the following APIs:

  • GET /api/cart/v1/carts/{cartId}/status
  • POST/api/cart/v1/favorites
  • GET/api/cart/v1/favorites/{Id}
  • POST/api/cart/v1/favorites/{Id}/publish
  • DELETE/api/cart/v1/favorites/{Id}
  • POST/api/cart/v1/favorites


Updated documentation for the following APIs:

  • POST/carts/{cartId}/items

  • PATCH/carts/{cartId}/items

  • POST/quotes/{quoteId}/carts/activate

  • POST/carts/{cartId}/quote

Catalog APIs

Added documentation for the following API:

  • GET/favorites


Cart Features

Updated Supported features table with the following newly supported features.

  • Filter Cart Lines
    • Cart Basic Search
    • Cart Advanced Search
  • Cart Actions
    • Copy Cart Lines
  • Cart View
    • Create New View
    • Update Existing View
    • Delete Cart View


Config Features

Updated Supported features table with the following newly supported feature

  • Validation Constraint Rules
    • Product Scope


Catalog Features

Updated Supported features table with the following newly supported features.

  • Favorites
    • Display Favorites
    • Search Favorites
    • Publish Favorites


Deal Maximizer Setup APIs

Added documentation for the following APIs:

  • DELETE/dimension-sets/{dimensionSetId}/dimensions
  • GET/dimension-sets/{dimensionSetId}/dimensions
  • GET/rules/{ruleId}/entries
  • DELETE/rules/{ruleId}/entries
  • DELETE/rules
  • PATCH/rules/{ruleId}/entries
  • GET/rules
  • DELETE/rules
  • PATCH/rules

Updated documentation for the following APIs:

  • POST/rules



Creating Constraint Rules for a Product

Added the "Navigating the Constraint Rules Page" section.



Associating Categories with a Product

New topic.



Managing the Product Groups

Added information about editing the layout.



Creating Constraint Rules for a Product Group

Added the "Navigating the Constraint Rules Tab" section.



Managing the Constraint Rules

Added information about editing the layout.



Managing the Categories

New topic.



Managing the Option Groups

New topic.



Associating Products with an Option Group

New topic.



Creating Option Groups

New topic.



Managing Price Lists

Updated the "Navigating the Price Lists Page" section.



Associating Categories with a Price List

New topic.



Creating a Price List Item

New topic.

DocumentPublication DateTopicDescription
March '23

 

Revenue Admin User Interface

New topic

Configuring Application Settings

New topic

Configuring Global Settings

New topic

Catalog Settings

New topic

Config Settings

New topic

Cart Settings

New topic

Pricing Settings

New topic

Favorite Settings

New topic

General Settings

New topic

Object Summary View Settings

New topic

Configuring Flow Settings to Override Global Settings

New topic

Configuring the Flows

New topic

Overriding Global Settings at a Flow Level

New topic

Product Administration

New topic

Managing the Products

New topic

Configuring the Products

New topic

Associating Price Lists with a Product

New topic

Creating Constraint Rules for a Product

New topic

Associating Categories with a Product

New topic

Associating Product Groups with a Product

New topic

Associating Attribute Groups with a Product

New topic

Associating Option Groups with a Product

New topic

Managing the Product Groups

New topic

Configuring Product Groups

New topic

Associating Products with a Product Group

New topic

Creating Constraint Rules for a Product Group

New topic

Pricing Administration

New topic

Managing Price Lists

New topic

Configuring the Price Lists

New topic

Cart APIs

Added documentation for the following APIs:

  • POST/quotes/{quoteId}/carts/activate
  • POST/carts/{cartId}/items/clone

Updated documentation for the following APIs:

  • POST/carts/{cartId}/finalize
Catalog APIs

Updated documentation for the following APIs:

  • POST/search
  • GET/categories/{categoryId}
  • GET/categories
Catalog Setup APIs

Added documentation for the following APIs:

  • POST/products/{parentID}product-group-members
  • DELETE/products/{parentID}product-group-members
  • GET/products/{id}/product-groups
  • GET/categories/{categoryId}/products
  • GET/categories/{categoryId}/price-lists

  • POST/ products/{productId}/product-categories
  • DELETE/products/{productId}/product-categories
Deal Setup APIs

Added documentation for the following APIs:

  • POST/colorbands
  • PATCH/colorbands
  • POST/rules/{ruleId}/entries
  • POST/rules
  • POST/rules
  • GET/dimension-sets
  • GET/dimensions
  • DELETE/dimensions
  • PATCH/dimensions
  • DELETE/dimension-sets
  • PATCH/dimension-sets
  • POST/dimension-sets
  • POST/dimension-sets/{dimensionSetId}/dimensions
DocumentPublication DateTopicDescription
February '23

 














Cart APIs

Added documentation for the following APIs:

  • POST/carts/{cartId}/finalize

Updated documentation for the following APIs:

  • POST/carts/{cartId}/items
  • PATCH/carts/{cartId}/items
  • DELETE/carts
  • DELETE/carts/{cartId}
  • POST/carts/{cartId}/order
  • POST/carts
Catalog APIs

Added documentation for the following APIs:

  • POST/Search/typeahead

Updated documentation for the following API:

  • POST/search
  • GET/categories/{categoryId}/products
  • GET/products
Pricing Setup APIs

Updated documentation for the following API:

  • POST/price-lists
  • POST/matrices
  • POST/price-lists/{priceListId}/price-list-items
Deal Setup APIs

New topic

Integrating CPQ with the Conga PlatformNew topic
Use Case: User Authentication to Conga PlatformNew topic
Use Case: Getting the Application ContextNew topic
Use Case: Browsing the CatalogNew topic
Supported Features in CPQNew topic
Cart FeaturesNew topic
Catalog FeaturesNew topic
Config FeaturesNew topic
Pricing FeaturesNew topic
DocumentPublication DateTopicDescription
January '23

 







Cart APIs

Added documentation for the following APIs:

  • POST/carts/{cartId}/quote
  • GET/quotes/{quoteId}/carts/active
  • POST/carts/{cartId}/clone

Updated documentation for the following APIs:

  • GET/carts/{cartId}/items
  • POST/carts/{cartId}/items
  • POST/carts/{cartId}/order
Catalog APIs

Updated documentation for the following API:

  • POST/search
Catalog Setup APIs

Added documentation for the following APIs: 

  • GET/visibility-rule/{visibilityRuleId}
  • GET/visibility-rule
  • DELETE/visibility-rule/{visibilityRuleId}


Pricing Setup APIs

Updated documentation for the following APIs:

  • POST​/price-lists​/{priceListId}​/prices
Settings APIs

Added documentation for the following APIs: 

  • PUT/flows/{flowName}/settings/{settingName}/{childSettingName}
  • GET/flows/{flowName}/settings/{settingName}/{childSettingName}
  • PUT/flows/{flowName}/actions

Updated documentation for the following APIs:

  • POST/flows
Use Case: Building QuotesNew topic
Use cases: Working with Order APIsNew topic
Use Case: Updating an OrderNew topic
DocumentPublication DateTopicDescription
December '22

 






Cart APIs

Added documentation for the following APIs:

  • POST/carts/{cartId}/order
  • POST/carts/{cartId}/price

Updated documentation for the following APIs:

  • POST/carts/{cartId}/items
  • PATCH/ carts/{cartId}/items
  • DELETE/carts/{cartId}/items
Catalog APIs

Added documentation for the following API:

  • POST/search
Catalog Setup APIs

Added documentation for the following APIs: 

  • DELETE/attributes
  • DELETE/attributes/{attributeId}
  • POST/constraint-rules/{ruleId}/conditions
  • POST/attribute-matrices
  • POST/attribute-groups
  • PATCH/attribute-matrices
  • GET/attribute-rules
  • GET/attribute-matrices
  • DELETE/attribute-matrices
  • POST/attribute-matrices
  • PATCH/visibility-rule
  • POST/visibility-rule

Updated documentation for the following APIs:

  • POST/constraint-rules/{ruleId}/conditions
  • PATCH/constraint-rules/{ruleId}/conditions
  • POST/constraint-rules/{ruleId}/actions
  • PATCH/constraint-rules/{ruleId}/actions
Pricing Setup APIs

Added documentation for the following APIs: 

  • DELETE/rules/{ruleId}/rule-entries
  • GET/matrices
  • GET/matrices/{matrixId}/matrix-entries
  • GET/price-dimensions

Updated documentation for the following APIs:

  • POST/price-dimensions
  • POST/price-lists
  • POST/price-lists/{priceListId}/prices
  • POST/rule-sets
  • POST/rule-sets/{ruleSetId}/rules
  • POST/rules/{ruleId}/rule-entries
  • DELETE/rules/{ruleId}/rule-entries
Settings APIsNew topic
Use Case: Interacting with the CartNew topic
Use Case: Retrieving Product DetailsNew topic
DocumentPublication DateTopicDescription
October '22

 

Cart APIsNew topic.
Catalog APIsAdded documentation for attributes in the GET/products/{productId} API.
Catalog Setup APIs

Added documentation for the following APIs:

  • POST/attribute-rules
  • POST/attribute-rules/{attributeRuleId}/actions
  • PATCH/attribute-rules
  • PATCH/attribute-rules/{attributeRuleId}/actions
  • DELETE/attribute-rules
  • PATCH/attribute-groups
  • POST/attribute-groups
  • DELETE/attribute-groups
  • POST/products/{productId}/attribute-groups
  • DELETE/products/{productId}/attribute-groups
  • POST/product-option-group/{productOptionGroupId}/products

  • DELETE/product-optiongroup{productOptionGroupId}/products

Pricing Setup APIs
  • Updated the description of the POST/api/admin/v1/matrices API.
  • Added documentation for the following APIs:
    • DELETE/matrices
    • GET/rule-sets
    • POST/api/admin/v1/rule-sets
    • PATCH/api/admin/v1/rule-sets
    • DELETE/rule-sets
    • GET/rule-sets/{ruleSetId}/rules
    • POST/api/admin/v1/rule-sets/{ruleSetId}/rules
    • PATCH/api/admin/v1/rule-sets/{ruleSetId}/rules
    • DELETE/rule-sets/{ruleSetId}/rules
    • POST/matrices/{matrixId}/matrix-entries
    • PATCH/matrices/{matrixId}/matrix-entries
    • DELETE/matrices/{matrixId}/matrix-entries
    • POST/price-dimensions
    • PATCH/price-dimensions
    • DELETE/price-dimensions
    • GET/rules/{ruleId}/rule-entries
    • POST/rules/{ruleId}/rule-entries
    • PATCH/rules/{ruleId}/rule-entries
Order APIsNew topic
DocumentPublication DateTopicDescription
September '22

 

Order APIsRemoved the topic.

 

All topicsNew guide