The following features are new to CPQ in this release.
Ability to Disable Bundle Expansion on the Cart page
CPQ allows administrators to control the ability of the Sales Rep to expand the bundles to view options and sub-bundle lines on the Cart page. You must create the Disable Bundle Expansion field in the Product object and configure it to disable the expansion of the bundles.
Ability to Add Custom Pricing Fields through the CPQ Admin UI
CPQ allows you to add custom fields to price list related pages through the CPQ Admin UI. You can also edit these fields as required and save the changes. For example, you can add and use custom pricing fields on the Price List Details page. This feature helps you to avoid creating custom pages to update the custom fields for pricing configuration.
Progress Tracker for Async Operation
CPQ tracks and displayed the real-time progress of the async finalize operation on the Quote Detail and Agreement Details page. The feature tracks the following stages of the async operation:
- The progress of the async operation
- The errors encountered while processing the operation
- Completion of the sync operation. Upon completion, the Quote page is refreshed automatically.
- Success notification after the completion of the operation(only supported for Lightning Experience)
You must enable this feature for the Sales Rep on the Quote Details and Agreement Details page. You must configure the feature differently for Salesforce Classic and Lightning Experience.
Introducing Price Waterfall
CPQ provides the Price Waterfall feature that enables you to view and analyze the price for each line item. In addition to that, you can also make manual adjustments to the price points derived in the price pipeline to analyze the key performance indicators. You must configure the feature by defining price points and associating them to price waterfall. However, this feature is available only in the TurboPricing flow.
The following section describes existing features that are changed (or are no longer supported) in this release.
Support for ICU Locale Date Format in Critical Updates
CPQ supports ICU Locale Formats that you can define in Salesforce Critical Updates. ICU Format for Locale impacts the way a date is stored in the CPQ database.
Support for Match in Service Assets Match Condition in CPQ Admin
Match in Service Assets Match Condition is now available in the CPQ Admin UI.
Ability to Control Cart Activity History
You can disable the creation of entries in Activity History of Configuration when you create, finalize, or reconfigure the Product Configuration. You must control this using the admin setting APTS_DisableCartActivityHistory. You can use this feature to avoid creating history when not needed.
Enhancements to Doc Gen
Doc Gen is enhanced to support the following functionalities:
- Support for Contact names in the email: You can use Contact names in the To, CC, and BCC fields. You can search the Contacts that exist in the org and use them in those fields.
- Automatic updates to Presented Date: When you select the Mark Proposal as "Presented" checkbox on the email, CPQ updates the Presented Date on the Quote Details page with Approval Status.
- Support for Email Signature in the email body: If you define an Email Signature in My Email Settings, CPQ automatically appends the signature at the end of the email body.
Enhancement to Mass Update
CPQ does not disable the mass update icon when you have selected rollup line items with other line items eligible for the mass update on the Cart page. Earlier, you had to clear the selection of rollup line items to enable the mass update icon, as you were not allowed to modify the rollup line items. Now, CPQ does not consider the selection of rollup line items while applying mass updates.
Ability to Search All Records in Lookup fields on the Mass Update Popup
CPQ allows you to search all records available in the lookup fields on the Mass Update popup. The administrator can enable this functionality by enabling Enable Quick View in Lookup Field Settings. Earlier, you could only select from a limited number of records available on the lookup fields in the Mass Update popup.
Disabled Submit for Approval button on Cart with Open Collaboration Request
CPQ disables the Submit for Approval button on the Cart page when you have open collaboration requests. The button is enabled only after the collaboration request is either accepted or canceled. If you open a collaboration request after sending the cart for approval, you can still approve the cart; however, you cannot finalize the cart.
Ability to Edit Cancelled Lines on the Intermediate Termination Page
CPQ allows you to edit certain field values on the Confirm Termination page instead of waiting to go to the Cart page to edit these values. CPQ also carries these edited field values from the Confirm Termination page to the Cart page where you can make further changes to those field values if required.
Support for Same Day Cancellation with Calendar Method During Ramp Termination
When you terminate an asset before the end date of the first ramp, CPQ sets the start date as the end date for the rest of ramp lines. The Same Day Cancellation is now supported to work with Billing Preference as well as Calendar type of selling term calculation methods.
Support for Single Transaction Adjustment in the Order Flow
CPQ supports the Single Transaction Adjustment flag in the Order flow when you create orders from the Asset Manager button.
Moved APTS_OrderItemCreateBatchSize and APTS_OrderItemActivateBatchSize Admin Entries to Order System Properties
The Order Item Create Batch Size and Order Item Activate Batch Size settings are available in Order System Properties with the existing APTS_OrderItemCreateBatchSize and APTS_OrderItemActivateBatchSize admin entries. Conga recommends you to use the custom settings for new installations. However, if you have already configured admin entries in your organization, you can continue to use them.
Support for Managing Ramp Lines for Cancelled Options in a Bundle Asset
CPQ does not cascade ramp lines to cancelled options in a bundle asset when you perform an ABO Change operation.
Support for Cascading Attributes to Sub-Bundle Option Levels Through Change API
When you update a bundle attribute using the Change API (REST), it cascades the updates to a maximum of six level of child options in sub-bundles.
Support for Buy X Get Y Promotion With Different Charge Types on Product X and Y
CPQ applies the Buy X Get Y promotion on the benefit product regardless of the charge type in the price list item of the scope and benefit products.
Support for Exclude Optional Product Custom Setting
CPQ replaces the APTS_ExcludeOptionalProducts admin settings with a custom setting to exclude optional products from Min/Max Option Group Criteria. You must enable the Exclude Optional Product setting in Config Page setting in Application Management in the CPQ Admin UI.
Excluding Optional Products from Min/Max Validation
CPQ allows you to exclude options for which the is Optional checkbox is selected, from option group Min/Max validation of quantity and amount on the Configuration page. You must enable the Exclude Optional Product setting to exclude the options from validation.
Ability to Distinguish Between Shared and Standalone Option Groups
CPQ indicates whether an options group is Shared or Standalone. You can see the distinction next to the name of the option group in the Structure tab.
Support for Tooltip for Product Details
CPQ displays a tooltip for product information on the Product and Product Groups Details pages, and Price List Items Tab in CPQ Admin UI. When you hover the cursor over the product name, product details are displayed in a tooltip. By default, the Product Code, Product Family, and Product Description fields are displayed. You can configure the popup to display other fields in Field Sets.
Confirmation Popup Before Record Deletion in CPQ Admin
CPQ displays a confirmation popup when you delete records in CPQ Admin UI. The confirmation is displayed when you delete the following records:
- A product from a category
- An option from an option group
- A price list from a product
- A price list item from a price list
- A product from a constraint rule
End of Support for Certain Features
Standard Generate and Present Buttons
From this release, CPQ no longer supports the Generate and Present buttons that are available on the Quote Detail page. You must use the Doc Gen feature instead, click the Send Proposal button to generate and present documents.