Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Page Sections

download

What's New in CPQ Documentation

This section lists the changes in the documentation for Advantage Platform.

2025.3.2.0

DocumentPublication DateTopicDescription
202503.2.08 April 2025

2025.3.1.0

DocumentPublication DateTopicDescription
202503.1.031 March 2025Pricing CallbackClassUpdated topic for the support for hiding secondary charge

2025.2.2.1

DocumentPublication DateTopicDescription
202502.2.131 March 2025Quote Details pageTopic updated to include information for Contract options in the Related List.

202502.2.0

DocumentPublication DateTopicDescription
202502.2.031 March 2025Cart FeaturesTopic is updated to indicate that the availability of Collapse/expand bundles on the cart.
Defining Benefits for a RebateTopic is updated to add information about MetricValueSource Aggregator field.
Defining Benefits of a PromotionTopic is updated to add information about Metric field which accepts price dimensions of type as Quantity.

202502.1.0

DocumentPublication DateTopicDescription
20252.1.03 March 2025Viewing Asset Related DetailsNew topic.
Defining Scope for a RebateTopic updated to match the changed UI.
Adding Miscellaneous Settings to a Price List ItemThis topic is updated to add details about "Creating Price Ramps for specific Options within a Bundle".
To search and add products to the cartThis topic is updated to add details about enhancements to the Product Description and Multi Picklists

202501.3.0

DocumentPublication DateTopicDescription
20251.3.020 February 2025AssetsUpdated topic to include the following fields:
  • Send Renewal Quote Creation Notification
  • Send Renewal Quote Update Notification
  • Send Touchless Renewal Quote Acceptance Notification
  • Send Renewal Process Error Notification
  • Base Price Defaulting Method For Renewal
Cloning a RebateNew topic.
Asset Callback ClassTopic updated to include information about 'GetFilterExpression'.
Defining Benefits for a RebateTopic updated to match the changed UI.
Creating QuotesTopic Updated to add details about new validation on start and end dates.
Creating QuotesTopic is updated to add content for Quote Location feature.
Cart FeaturesTopic is updated to indicate the availability of the following feature.
  • Cart Collaboration- Adding Line Items on UI.

202501.2.0

DocumentPublication DateTopicDescription
20251.2.004 February 2025ConfigUpdated the topic to add information about "Collapse All Leaf Option Groups" field.
AssetUpdate the topic to add information about multi-select picklist in "Purchase Identification Criteria" field.
ConfigUpdated the topic to add information about 'Exclude Optional Products' field.
Defining Benefits of a Promotion
  • Removed Metric Calculation Source field information.
  • Updated Metric Value Source field information.
Validation Callback Class on Conga PlatformUpdated the topic to add a note related warning message validation.
Creating a ProductUpdated the topic to add a note related to CX Studio support.
Creating a Price List Updated the topic to add a note related to CX Studio support.
Cart

Updated topic to indicate the availability of the following feature.

  • Cart Collaboration

202501.1.0

DocumentPublication DateTopicDescription
20251.1.0Overriding Global Settings at a Flow LevelUpdated the topic. Hide asset actions field has a multi-select picklist.
Creating a New Admin SettingUpdated the topic to include a note for "Hide Conga OneShell Navigation in Approvals UI".
Creating QuotesUpdated the topic to change the UI control from 'Add new' to 'New Quote'.
Renewing an AssetUpdated the topic to add information about error email notifications during renewals.
ConfigUpdated the topic to add information about 'Show Bundle Detail' toggle.

202412.2.0

DocumentPublication DateTopicDescription
202412.2.0About Proposal Details PageUpdated the topic to reflect the change in terminology (proposal to Quote) on the screens.
Defining Benefits of a PromotionUpdated the topic to add a note about the dropdown in the Benefits section, which includes Rate and Adjustments for Buy X Get X.
Managing RebatesNew topic.
Viewing RebatesNew topic.
Creating RebatesNew topic.
Defining information for a RebateNew topic.
Defining Scope for a RebateNew topic.
Defining Criteria for a RebateNew topic.
Editing a RebateNew topic.
Deleting a RebateNew topic.

202412.1.0

DocumentPublication DateTopicDescription
202412.1.0Config SettingsUpdated the topic to add details about new configuration Override Cloned Product Name available under miscellaneous section.
Filtering Records in Grid ViewUpdated the topic to add a note about 'using OR criteria for the cart and line items related list'.
Asset SettingsUpdated the topic to add information about new field, Renewal Group Attributes.
Cart SettingsUpdated the topic to add information about drop-down options in Mini Cart Settings.
Favorites Settings and Asset SettingsUpdated the topic to change the page header name from singular to plural.

202411.2.0

DocumentPublication DateTopicDescription
202411.2.0Catalog Features

Updated topic to indicate the availability of the following feature.

  • Typeahead Search
Cart SettingsUpdated topic. Added information about adding custom fields in Group By Fields.
Creating a Price Rule SetUpdated topic. Added information about Enable Currency and Currency fields.
Creating a Price Waterfall Rule SetUpdated topic. Added information about Enable Currency and Currency fields.
Defining Information of a PromotionUpdated topic. Added information about CX studio support in a note.