This document contains the following information about the Conga CPQ Spring '21 release.
Packages: Lists packages that are required to upgrade to this release of the product
- System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
- Enhancements: Provides high-level descriptions of enhancements to existing features
- Data Model Changes: Lists changes to the data model
- Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
- Known Issues: Lists known issues that are applicable in this release
This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.
The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.
Latest Certified Version
(Version Name | Version Number)
|Conga Approvals (New)|
(Required if you are using Approvals)
|12.0.0221 | 12.221|
Conga Base Library (New)
(Required if you are using Conga Configuration & Pricing)
2.0.150 | 2.150
|Conga CLM Configuration Integration (New)|
(Required if you are using CLM)
|13.0.0154 | 13.154|
|Conga Configuration & Pricing (New)|
13.0.1882 | 13.1882
|Conga Contract Lifecycle Management (New)||12.0.0605 | 12.605|
|Conga CPQ Api (New)||13.0.0120 | 13.120|
|Conga CPQ Approvals (New)|
(Required if you are using Approvals on CPQ objects)
|12.0.0020 | 12.20|
|Conga CPQ Setup (New)|
(Required if you are using CPQ Admin Console)
|13.0.97 | 13.97|
|Conga Deal Maximizer Setup|
(Required if you are using Deal Maximizer)
|7.5.0050 | 7.50|
|Conga Order Management||1.0.0000 | 1.0|
(Required if you are using Promotions)
|1.0.0000 | 1.0|
|Conga Quote Approvals||6.5.0004 | 6.4|
|Conga Quote Asset Integration||6.5.0014 | 6.14|
Conga Quote CLM Integration (New)
|Conga Quote Configuration Integration (New)|
(Required if you are using CPQ and Proposal Management)
|13.0.0354 | 13.354|
|Conga Quote Management (New)|
(Required if you are using Proposal Management)
|11.0.0242 | 11.242|
Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix.
System Requirements and Supported Platforms
The following table lists the minimum requirements for installing and using Conga CPQ.
|System Requirement||Minimum Supported Version|
|Operating System||Standard Salesforce.com requirements. See Salesforce PDF.|
CPQ supports the following browsers:
Conga recommends the latest stable version of the browser for the best performance.
Internet Explorer is not supported.
Use the latest Microsoft Office Suite for the best performance.
For more information on the prerequisites and post-upgrade tasks, see Upgrading CPQ in Conga CPQ Spring '21 Administrator Guide.
Before you upgrade the CPQ packages in your org to Spring '21, please note the following points:
- If the CPQ package in your org is on the Spring '20 or earlier release, you must upgrade it to the latest Winter '20 patch (Winter20.02.26 or later) before upgrading it to Spring '21.
- If the CPQ package in your org is on the latest Summer '20 patch (Summer20.02.26 or later) or the latest Winter '20 patch (Winter20.02.26 or later), you can directly upgrade it to Spring '21.
The following features are new to CPQ in this release.
Introducing Enterprise as a QTC Profile Value
In this release, CPQ introduces Enterprise as a new QTC Profile value for customers who use TurboPricing. CPQ can process a maximum of 2000 lines in a single cart (without splitting the cart into smaller chunks). Sales Representative can now select the QTC Profile as Enterprise during quote creation. CPQ uses TurboPricing to process cart pricing and performs the downstream operations of finalizing the cart, creating an agreement (single agreement), creating an order (single order), and creating assets in asynchronous mode.
For more information, see Enabling Enterprise as a QTC Profile Value in Conga CPQ Spring '21 Administrator Guide.
Ability to Create Coupons for Incentives using API
In this release, CPQ allows you to create coupons for an incentive using the createCouponsForIncentives API. CPQ creates coupons in sync or async mode based on the number of coupons generated.
For more information, see Creating Coupons for Incentives in Conga CPQ Spring '21 SOAP API Guide.
The following section describes existing features that are changed (or are no longer supported) in this release.
Support for the Product Attribute Value Extension Object in Document Generation
In this release, CPQ allows you to use the attributes defined in the Product Attribute Value Extension object in Document Generation from the quote.
For more information, see About Product Attribute Value Extensions in Conga CPQ Spring '21 Administrator Guide.
Ability to Hide Option Groups with Hidden Options
In this release, CPQ hides option groups on the Configuration page if all the options in that group are hidden based on Exclusion type Constraint Rules or Option Filter Callback class.
For more information, see Option Filter Callback Class in Conga CPQ Spring '21 Administrator Guide.
Faster Display of Email Templates
In this release, CPQ displays email templates faster on the Documentation Generation page. Earlier, CPQ took more than 45 seconds to load the email templates before you can select them.
Ability to Display Adjustments to Options in Bundle and Summary Group Net Adjustment %
In this release, CPQ reflects the adjustments you applied on the options at the bundle and summary totals level. The administrator must add a new admin setting APTS_RollUpOptionNetAdjustment and define the value as True.
For more information, see Configuring Option Net Adjustment Rollup to Bundle in Conga CPQ Spring '21 Administrator Guide and Pricing Products in Conga CPQ Spring '21 User Guide.
Ability to Filter Products by Product Codes in the Benefits Section
In this release, CPQ allows you to filter products by their codes in the Benefits section. You could filter products by their names in the Benefits section so far.
For more information, see Defining the Benefits of a Promotion in Conga CPQ Spring '21 Administrator Guide.
Ability to Populate Incentive Codes for Lines with 0$ Price
In this release, if there are line items with $0 price but eligible for promotions, CPQ still populates incentive codes for those line items.
For more information, see Applying Promotions on Line Items in the Cart in Conga CPQ Spring '21 User Guide.
Ability to Apply Buy X Get Y Promotions on Multiple Line Items of Y Products
In this release, CPQ allows you to apply promotions on multiple line items of benefit products (Y) in Buy X Get Y scenarios.
For more information, see Applying Promotions on Line Items in the Cart in Conga CPQ Spring '21 User Guide.
Enhancements to the getIncentivesForCart API
In this release, CPQ allows you to retrieve incentives for bundle line items in a specific cart.
For more information, see Retrieving Incentives on the Cart in Conga CPQ Spring '21 SOAP API Guide.
Ability to Search for the Existence of a Custom Field in CPQ Objects
In this release, CPQ allows you to retrieve the list of objects in which a specific custom field is used. You can use the findCriteriaFieldInCustomSettings global method to retrieve such a list.
For more information, see Searching Custom Fields in Objects in Conga CPQ Spring '21 SOAP API Guide.
Support for Pagination for a Large Number of Assets
In this release, CPQ supports pagination for large number of assets on the Installed Products page.
For more information, see Searching Assets in Conga CPQ Spring '21 User Guide.
Flexible Adjustment of Billing Schedules
In this release, CPQ introduces a new field Single Transaction Adjustment on the proposal, agreement, and order objects to control the adjustment of billing based on the context in which the discount is applied. When a Sales Representative selects this checkbox on a proposal, billing schedules are adjusted from the start of the contract term.
For more information, see Creating Quotes from Opportunities in Conga CPQ Spring '21 User Guide.
Confirmation Pop-up on Config Settings Page
In this release, CPQ displays a confirmation pop-up when you define or update values in Config Settings. You can also use the pop-up to navigate to the Custom Setting Maintenance Job because it is required to execute the batch job after any change in Custom Settings.
For more information, see Running Maintenance Jobs in Conga CPQ Spring '21 Administrator Guide.
Async Pricing for Regular Cart
In this release, CPQ allows you to process pricing async mode for a regular cart. You can click Submit For Pricing(Async) on the Cart page.
For more information, see Pricing Products in Conga CPQ Spring '21 User Guide.
Ability to Sync Proposal Line Items and Opportunity in Smart Cart
In this release, CPQ allows you to synchronize proposal line items with the associated opportunity in a Smart Cart flow. You can manually or automatically sync the line item on the configuration defined by the administrator.
For more information, see Tasks Available in the Smart Cart Flow in Conga CPQ Spring '21 User Guide.
Ability to Preview Files
In this release, CPQ allows you to preview Files on the Doc Gen Wizard page. When you enable the Enable Files setting, you can preview the files by clicking the thumbnails to preview PDF files on the Doc Gen Wizard page.
For more information, see Using Proposal Document Generation in Conga CPQ Spring '21 User Guide.
Enhancements to Fast Doc Gen
In this release, CPQ enhances document generation using the Send Proposal button. When you enable the Enable Fast Doc Gen setting, CPQ generates a default document automatically on the Doc Gen page based on the template defined in Query Template Filter and the Default Template Name setting.
For more information, see Configuring Document Generation for Quote in Conga CPQ Spring '21 Administrator Guide.
Ability to Define Threshold Limit for Constraint Rule Maintenance Job
In this release, CPQ enhances the execution of the Constraint Rule Maintenance Job. When you executed this job for a large number of constraint rules, CPQ encountered governor limits. Now, you can define a threshold percentage which when exceeded, CPQ divides the maintenance job into batches and continues to execute the job without hitting governor limits. You can use the CR Maintenance Governor Limits Threshold setting in Config System Properties.
For more information, see Configuring Custom Settings in Conga CPQ Spring '21 Administrator Guide.
Support for Match in Service Assets Match Condition
In this release, CPQ enhances the Client-Side Constraint Rule with a new matching condition that is Match in Service Assets. You can use this functionality to apply constraint rules services in Service Catalog.
For more information, see Creating Constraint Rule Conditions in Conga CPQ Spring '21 Administrator Guide.
Optimized Lookup Column Population on Cart
In this release, CPQ is enhanced for improved performance by optimizing the population of columns with lookup fields on the Cart page. By default, CPQ pre-populates certain values in the lookup columns and you can enable the optimized population of lookup fields on the Cart page using Enable Quick View in Config System Properties. When the setting is disabled, you must search for the values in the column to select the desired value on the Cart page.
For more information, see Viewing the Cart in Grid View in Conga CPQ Spring '21 User Guide.
Enhancement to Is Optional Checkbox
In this release, CPQ enhances the Is Optional checkbox allowing you to edit the checkbox of the radio button option group where the parent bundle is optional.
For more information, see Configuring Products from the Catalog in Conga CPQ Spring '21 User Guide.
End of Life for Certain Features
From this release, CPQ no longer supports the Guided Search feature.
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
|Agreement||Represents an agreement in the system.||Changed|
|Single Transaction Adjustment||Indicates whether single transaction adjustment is in effect for the agreement.||User||New|
|Billing Preference||Represents a functional preference for billing purposes.||Changed|
|Billing Day Of Week||The billing day of the week. Indicates the starting day of the week for which billing happens.||User||New|
|Collaboration Request||This object will persist information for quote collaboration tasks and will be used to relate the parent configurations and its related child configurations.||Changed|
|Bill To||ID of the bill to account.||System||New|
|Configuration Effective Date||The configuration effective date.||System||New|
|Description||The order description.||User||New|
|Legal Entity||ID of the legal entity associated with the order. This links the asset to a legal entity and will be used for downstream billing and revenue functions.||User||New|
|Location||ID of the associated account location.||User||New|
|Order Date||The order date.||User||New|
|Order End Date||The date at which the order ends.||User||New|
|Order Start Date||The date at which the order becomes effective.||User||New|
|Payment Term||ID of the payment term associated with the order.||User||New|
|PO Date||The purchase order date.||User||New|
|Pricing Date||The pricing date. The product list price is determined based on this date.||User||New|
|Primary Contact||ID of the primary contact associated with the order.||User||New|
|Purchase Identifier||The default purchase identifier associated with the orderPurchase Order ID of the associated purchase order.||User||New|
|Ready For Activation Date||The date the order is ready for activation. The order is activated on this date.||System||New|
|Ready For Billing Date||The date when the order is ready for billing. The billing schedules are created on this date.||System||New|
|Ready For Revenue Recognition Date||The date when the order is ready for revenue recognition. The revenue schedules are created on this date.||System||New|
|Related Opportunity||ID of the related opportunity.||System||New|
|Ship To||ID of the ship to account.||System||New|
|Single Transaction Adjustment||Indicates whether single transaction adjustment is in effect for the order.||User||New|
|Sold To||ID of the sold to account.||User||New|
|Type||The type of order.||User||New|
|Constraint Rule Condition||Captures information about condition of a constraint rule. In order for a rule to trigger all or some of the rule conditions should be true and the combining expression should be true.|
|Match In Service Assets||Conditions are evaluated against services assets.||User|
|Incentive||Represents an incentive associated with one or more products.||Changed|
|Max Points||The maximum loyalty points that may be accrued for an enrollment in the loyalty program.||User||New|
|Incentive Loyalty Enrollment||Represents a single customer enrollment into an incentive loyalty program.||Changed|
|Max Points||The maximum loyalty points that may be accrued for the enrollment.||User||New|
|Order||Represents an order associated with an account.||Changed|
|Single Transaction Adjustment||Indicates whether single transaction adjustment is in effect for the order.||User||New|
|Quote/Proposal||Quote/Proposal object which holds dates and line items, many quotes/proposals may be related to a single opportunity, a quote/proposal may have many detail lines.||Changed|
|Single Transaction Adjustment||Indicates whether single transaction adjustment is in effect for the quote/proposal.||User||New|
|Price Rule||Represents a single rule in a price ruleset.||Changed|
Price Waterfall Metric Field Name
|Name of the LineItem field used as a Price Waterfall Metric.||User||New|
|Price Ruleset||Represents a rule set that contains the list of rules to modify prices of products the organization sells.||Changed|
|End Price Point Id||Record Id of the ending Price Point for this Waterfall.||System||New|
|Parent Price Pipeline Id||Lookup to the Price Pipeline to which this Price Waterfall belongs to.||System||New|
|Start Price Point Id||Record Id of the starting Price Point for this Price Waterfall.||System||New|
|File Split||Contains information of files split from a large file.||New|
|Original File||ID of the original file.||System||New|
|Primary Object||ID of the primary object associated with the File.||System||New|
|Primary Object Type||Primary object associated with the File.||System||New|
|Secondary Object||ID of the secondary object associated with the File.||System||New|
|Secondary Object Type||Secondary object associated with the File.||System||New|
|Split||File ID of the split file in File object.||System||New|
The following table lists the issues resolved in this release.
|Case Number||Conga Internal ID||Description|
|NA||CPQ-36952||CPQ displayed empty option groups even when Option Filter Callback Class hid or disabled all the options in the options groups.|
CPQ took more than 45 seconds to display email templates on the Doc Gen page.
Resolution: CPQ performance is enhanced to display email templates faster.
|NA||CPQ-38539/CPQ-46417||CPQ encountered governor limits when you executed the Constraint Rule Maintenance batch job. This happened when there were a large number of constraint rules.|
|CPQ displayed a revalidation error on the Cart page when you added products from the custom catalog. This happened even the Is Custom Pricing field was set to true for the line items.|
|00105957||CPQ-41922||In Smart Cart flow, Auto Sync with Opportunity did not work.|
|NA||CPQ-42757||You had to perform multiple steps to generate documents even when fast doc gen was enabled.|
|NA||CPQ-44091||CPQ did not display the complete name of the category on the Catalog page when the name was longer than the row width.|
00103927 / 00099061
|CPQ-44426 / CPQ-42328||When you enabled Files in the org, CPQ did not display previews on the Doc Gen page.|
|NA||CPQ-44330||The Cart page slowed down because CPQ loaded all the lookup field values.|
|00104232||CPQ-44583||When you deep-cloned a quote with more 10000 records in the Applied Rule Info, CPQ encountered Apttus_QPConfig:Too many DML rows: 10001 error.|
|00104458||CPQ-44837||When you performed a change or split operation on assets, CPQ did not enable action buttons if Cart was validated using Validation Callback Class.|
|NA||CPQ-45533||The Rest API for Change Assets did not support sub-bundles.|
|NA||CPQ-45642||CPQ did not support async pricing for the regular cart.|
|00106801||CPQ-45663||You could not apply Buy X Get Y promotions on multiple line items of Y products.|
|NA||CPQ-45740||CPQ did not display translated product names on the Installed Product page.|
|00107590||CPQ-45874||CPQ did not display incentives for line items with 0$ price.|
|00101542||CPQ-46475||You could not filter products by product code in the Benefits section while defining promotions.|
|00108537||CPQ-46546||CPQ did not display all the assets on the Installed Products page.|
|NA||CPQ-46688||When you added line items to the cart using an API, CPQ did not execute constraint on the all the line because line existed on different pages in a paginated cart.|
|NA||CPQ-47007||On the Cart page, CPQ did not carry forward the auto-included products to the pricing cart even after you completed pricing. The validation message to calculate pricing on the Related Line Item page.|
|00110951||CPQ-47446||CPQ enabled you to edit the Optional field on the Configuration page even when the only option available was mandatory.|
The following table lists the known issues resolved from the previous release.
|Conga Internal ID||Description|
|CPQ-46124||With a single renewal option, you could navigate to the Confirm Renewal intermediate page when the renewal association alert message was displayed.|
|CPQ-46304||In TurboPricing flow, when you selected and cleared option selection multiple times, CPQ displayed an error.|
The following table provides the cumulative list of known issues up to this release.
|Conga Internal ID||Description|
|ASSETS-1636||After you have renewed an asset with a one-time primary line when you perform Change: Config action, an incorrect Delta Price and Net Price are calculated on the cart.|
|ASSETS-1724||Config asset pricing criteria are not functioning on a single ramp renewed line (renew one ramp = true).|
|ASSETS-2574||Values are not proper for flat price incremented and merged lines on the user interface popup for the Projected Asset Value API.|
|CPQ-11829||If the option group is single-select and requires the selection (min:1, max:1), you cannot make it optional from the configuration page but can make it optional from the cart. You can notice the same behavior when options required by default.|
|CPQ-37247||When you renew service and add new equipment, CPQ displays 0 as Weightage Amount on the related line item pop-up.|
|CPQ-37251||Unit Of Measure conversion is not working for Price Ramps.|
|CPQ-37257||In the Service CPQ flow, when you reconfigure a finalized service cart, CPQ does not display the info message regarding service products auto-included via an inclusion constraint rule.|
|CPQ-37233||CPQ does not disable the products that are already associated with the category from the all products list on the Associated Product section in Catalog.|
|CPQ-37445||CPQ does not update the price of an option when the price is based on an attribute value until you select another option.|
|CPQ-38515||If the options in a sub-bundle are auto-included based on the value of an attribute using the inclusion type constraint rule, CPQ does not remove the options from the sub-bundle when you change the value of the attribute and constraint condition is no longer valid. This happens when Is Bundle Context is selected.|
|CPQ-38642||On the exclusion prompt to exclude options, when you select options and click Remove Option, CPQ does not remove the selected options from the exclusion prompt and displays an error on the configuration page. However, the selected options are cleared on the Configuration page. This happens when constraint rules are executed on the server-side.|
|CPQ-39427||When you define Min/Max Applies To field as Base Price, CPQ restricts the net adjustment instead of the Base Price.|
|CPQ-39699||When you select Enable Auto Reprice in Config System Properties, you are unable to apply % Discount Effective, % Markup Effective, and Price Factor Effective adjustments on totals on the Cart page.|
|CPQ-39772||CPQ does not execute constraint rules properly when Is Bundle Context is selected and the bundle and its sub-bundle have the same options.|
|CPQ-39900||If the options in a sub-bundle are disabled based on the selection of another option using the exclusion type constraint rule, CPQ does not enable the options when the condition is no longer valid. This happens when Is Bundle Context is selected.|
|CPQ-40101||Min/Max adjustment fields are not available on the CPQ Admin user interface.|
|CPQ-40128||CPQ does not reprice the cart after the inclusion type constraint rule is deactivated and the auto-included products are removed from the cart. You are able to finalize the cart with an incorrect price.|
When you define a price list item with Price Method as Related Price and define values in the Related Pricing section on the Price List Item Details page, CPQ does not calculate prices according to the values in Related Pricing on the cart.
Workaround: Use the fields Related Adjustment Amount, Related Adjustment Applies To, and Related Adjustment Type on the Price List Item Details page to define the related pricing.
|CPQ-43117||CPQ is not applying the Min/Max Price to price ramps.|
|CPQ-43510||On the cart page, CPQ displays incorrect values of the amount in parentheses that are converted based on the Dated Currency Exchange Rate.|
|CPQ-43701||When you reconfigure a finalized quote and modify adjustments and reprice, CPQ displays a revalidation warning.|
When you reprice product with Cummulative Range Line Item matrices, CPQ displays null object error.
|CPQ-44113||When you change the Selling Frequency or Selling UOM and then click Reprice, if the Frequency or UOM conversion rate is not defined for any field, CPQ does not display any error message.|
|CPQ-44268||In TurboPricing flow, after you attempt to finalize a cart with a pending price, the Finalize button and the "Cannot finalize; Pending Reprice" message are displayed.|
When you apply Advanced Filter with Select All Qualified Lines enabled, CPQ overrides any manual selection changes you made if you leave and navigate back to the page. This happens because the filters are processed every time the page is loaded.
|CPQ-46346||You are getting the console error "Apttus_Config2:Too many query rows: 50001" on Advance Search of Incentive Criteria.|
|CPQ-46393||In TurboPricing flow, when you define the Adjustment Amount Source with formula and leave the field used in the formula is blank, CPQ does not consider the Adjustment Amount value on the Cart page.|
|CPQ-46532||CPQ rolls up the price of sub-bundle options to the main bundle during asset renewal when the quantity of the option products is greater than 1.|
As a non-QTC customer, you cannot set the Same Day Cancellation setting to True when the Selling Term Calculation Method is Calendar. CPQ provides this ability to only the Q2C customers.
|CPQ-48453||CPQ did not generate a large document when you used Send Proposal button to generate it.|
CPQ does not display translated labels on the Product Summary dialog.
Workaround: You must execute the Custom Setting Maintenance job, the labels are translated after that.
|CPQ-48515||CPQ wrongly auto-included an option even when the condition option with the Not operator is auto-included.|
DOC ID: CPQSPR21RNREVA20210322