These Release Notes contain the following information about Conga CPQ Winter '20 Release.

For more information on new features, enhancements, and document improvements refer to

  • What's New in Conga CPQ Winter '20 User Guide or
  • What's New in Conga CPQ Winter '20 Administrator Guide or
  • What's New in Conga CPQ Winter '20 SOAP API Guide
  • What's New in Conga CPQ Winter '20 REST API Guide
  • 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.

Packages 

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.

Product

Latest Certified Version

(Version Name | Version Number)

Conga Approvals (New)
(Required if you are using Approvals)
11.2.0190 | 11.190

Conga Base Library (New)

(Required if you are using Conga Configuration & Pricing)

1.2.123 | 1.123

Conga CLM Configuration Integration (New)
(Required if you are using CLM)
12.2.0146 | 12.146
Conga Configuration & Pricing (New)

12.2.1839 | 12.1839

Winter '20

Conga Contract Lifecycle Management (New)11.2.0582 | 11.582
Conga CPQ Api  (New)12.2.0111 | 12.111
Conga CPQ Approvals  (New)
(Required if you are using Approvals on CPQ objects)
11.2.0019 | 11.19
Conga CPQ Setup  (New)
(Required if you are using CPQ Admin Console)
12.2.83 | 12.83
Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)
7.5.0050 | 7.50
Conga Order Management1.0.0000 | 1.0
Conga Promotions
(Required if you are using Promotions)
1.0.0000 | 1.0
Conga Quote Approvals6.5.0004 | 6.4
Conga Quote Asset Integration6.5.0014 | 6.14

Conga Quote CLM Integration (New)

9.2.0065 | 9.65
Conga Quote Configuration Integration (New)
(Required if you are using CPQ and Proposal Management)
12.2.0344 | 12.344
Conga Quote Management (New)
(Required if you are using Proposal Management)
10.2.0227 | 10.227

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.

For more information on installing Conga managed packages, refer to Installing CPQ Packages. For more information on upgrading Conga managed packages, refer to Upgrading CPQ.

System Requirements and Supported Platforms 

The following table lists the minimum requirements for installing and using Conga CPQ.

System RequirementMinimum Supported Version
Operating SystemStandard Salesforce.com requirements. See Salesforce PDF.
Browser
CPQ supports the following browsers:
  • Microsoft Edge Chromium
  • Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

Microsoft Office
  • Microsoft Word 2007 with Service Pack 2 plus hotfix package 976477 (Word 2007 version number must be greater than 12.0.6520.4999)
  • Microsoft Word 2010 (32-bit & 64-bit)
  • Microsoft Office 2019, 2016, 2013, and desktop version of Office 365

Use the latest Microsoft Office Suite for the best performance.


Upgrade Notes

For more information on the prerequisites and post-upgrade tasks, see Upgrading CPQ in Conga CPQ Winter '20 Administrator Guide.

New Features 

The following features are new to CPQ in this release.

Custom Settings Maintenance

In this release, CPQ introduces the Custom Settings Maintenance batch job. This batch job generates static resources of custom settings for CPQ to use in computations for optimized processing. You must execute Custom Settings Maintenance after you make any changes in custom settings. Otherwise, changes are not reflected in CPQ. Earlier, you only had to save the custom settings for the changes to reflect on CPQ. Now, CPQ uses the static resources that are generated by the callback for computation rather than accessing the Custom Settings itself.

Get Started

For more information, see Running Maintenance Jobs in Conga CPQ Winter '20 Administrator Guide.

Conga Sign Integration with Conga CPQ

In this release, CPQ introduces the ability to integrate Conga Sign with Conga CPQ. You can use Conga Sign to send the documents to customers to collect eSignatures.

Get Started

For more information, see Sending Documents for eSignature using Conga Sign in Conga CPQ Winter '20 User Guide and Configuring Conga Sign for eSignature in Winter '20 Administrator Guide

Enhancements

The following section describes existing features that are changed (or are no longer supported) in this release.

Enhancements to Smart Cart

In this release, CPQ introduces the following enhancements in Smart Cart flow:

  • You can apply multiple adjustments on the line item. Earlier, you were only able to apply adjustment one time.
  • You can revalidate the line items on the cart.
  • You can create an agreement with line Items without having to first finalize the agreement.

Get Started

For more information, see Tasks Available in Smart Cart Flow in Conga CPQ Winter '20 User Guide.

Ability to Configure Sidebar Actions Using CPQ Admin

In this release, you can configure sidebar action buttons on the Configuration page using the CPQ Admin user interface. You can configure the sidebar actions in Config Page in Application Management.

Get Started

For more information, see Configuring Config Page Settings in Conga CPQ Winter '20 Administrator Guide.

Ability to Cascade Share Attribute Values at Attribute Level

In this release, CPQ provides you the ability to enable cascading of attribute values from bundle to the options at the attribute level. You can also enable cascading selectively for different actions of Asset-Based Ordering

Get Started

For more information, see Cascading Shared Attribute Values in Conga CPQ Winter '20 Administrator Guide.

Ability to Classify Attributes

In this release, CPQ provides you the ability to mark attributes that are used in attribute-based pricing as price driving. You manually classify the attributes as price driving for attributes in in-flight quotes.

Get Started

For more information, see Classifying Attributes in Conga CPQ Winter '20 Administrator Guide.

Ability to Enable Optimized Attribute Retrieval

In this release, CPQ provides you the ability to enable optimized retrieval of attributes on the Cart page. Earlier, CPQ retrieved all the attributes fulfill the criteria regardless of whether the attribute was associated with the products in the cart or not. Now, you can control if you want to retrieve all the attributes or only the attributes that are associated with product in the cart using the Admin Setting APTS_LoadProductRelatedAttributesOnly

Get Started

For more information, see Enabling Optimized Attribute Retrieval in Conga CPQ Winter '20 Administrator Guide.

Ability to Pre-select Qualified Line Items for Mass Update

In this release, CPQ enables you to pre-select qualified line items for the mass update using the Select All Qualified Lines checkbox in the Advanced Filter pop-up. When you select this checkbox, CPQ filters and selects the line items that satisfy the criteria in Advanced Filter. You can select option line items as well, even when the parent bundle does not satisfy the criteria.

Get Started

For more information, see Applying Advanced Filters and Managing Cart Views in Conga CPQ Winter '20 User Guide.

Support for Lookup Fields in Advanced Filters and Group By

In this release, CPQ enables you to use lookup fields with filter criteria in Advanced Filter and Group By on the Cart page.

Get Started

For more information, see Applying Advanced Filters and Managing Cart Views in Conga CPQ Winter '20 User Guide.

Support for CPQ Product Attribute Value Extension Objects

In this release, CPQ provides standard Product Attribute Value Extension objects. The Product Attribute Value Extension objects are a replica of the regular Product Attribute Value object and you can use them similarly. You can use attributes you define in Product Attribute Value Extension objects in Constraint Rules, Product Attributes Rules, Attribute Value Matrices, Numeric Expressions.

Get Started

For more information, see About Product Attribute Value Extensions in Conga CPQ Winter '20 Administrator Guide.

Enhanced Confirm Renew Intermediate Page

In this release, CPQ allows you to selectively display co-termination options during asset renewal, with a default option. When you click Renew, CPQ either reloads the Installed Products page or displays the Confirm Renewal intermediate page or the Confirm Renewal pop-up. The Cotermination Preferences During Renewal and Default Renewal Cotermination Option settings are newly introduced. Also, if the user performs asset renewal through the Asset Manager flow or CSR flow, the Use the Proposal End Date option is not displayed on the Confirm Renewal intermediate page.

Get Started

For more information, see Configuring Installed Products Settings and Configuring Custom Settings in Conga CPQ Winter '20 Administrator Guide, and Renewing Assets Manually and Renewing Assets Manually in the Contract Flow in Conga CPQ Winter '20 User Guide.

Enhanced Change Quantity Intermediate Page

In this release, CPQ allows you to selectively display co-termination options during asset increment. If the user performs asset increment through the Asset Manager flow, the Use the Proposal End Date option is not displayed on the Change Quantity intermediate page.

Get Started

For more information, see Configuring Installed Products Settings and Configuring Custom Settings in Conga CPQ Winter '20 Administrator Guide, and Increment Asset with Coterminate Lines in Conga CPQ Winter '20 User Guide.

Advanced Renewal Management

In this release, CPQ allows administrators to optimize the user experience, by displaying a warning to users when they attempt to manually renew an asset that is associated with a system-generated renewal quote or agreement. The Alert Asset Related To Renewal Cart custom setting is introduced to control the display of the warning.

Get Started

For more information, see Configuring Custom Settings in Conga CPQ Winter '20 Administrator Guide and Renewing Assets ManuallyRenewing an Asset in Auto Renewal ModeRenewing an Asset in OnDemand Renewal ModeRenewing Assets Manually in the Contract FlowRenewing an Asset in Auto Renewal Mode in the Contract FlowRenewing an Asset in OnDemand Renewal Mode in the Contract Flow in Conga CPQ Winter '20 User Guide.

Ability to Specify Lead Time at Product for OnDemand Auto-Renewal

In this release, CPQ allows you to renew assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products. So far you could renew assets based on the global renewal lead time defined for a specific account. 

Get Started

For more information, see Creating Products in Conga CPQ Winter '20 Administrator Guide and Renewing an Asset in OnDemand Renewal ModeRenewing an Asset in OnDemand Renewal Mode in the Contract Flow in Conga CPQ Winter '20 User Guide.

Increased Scalability of Price Ramps

In this release, CPQ allows you to create and finalize a quote with 100 line items with a maximum of five ramps each.

Get Started

For more information, see Creating a Price Ramp for a Product in Conga CPQ Winter '20 User Guide.

UI to Include Bundle with Options in the Scope of Buy X Get X Promotions

In this release, CPQ provides the UI to include bundle with options in the Scope section for Buy X Get X promotions. Though this enhancement was provided in CPQ on Salesforce Summer 2020 release, the UI was not available to select the different scope for Buy X Get X promotions.

Get Started

For more information, see Defining the Scope of a Promotion in Conga CPQ Winter '20 Administrator Guide.

Removed 'In' Option on the Benefits Section for Buy X Get Y Promotions

In this release, the 'In' option on the Benefits section for Buy X Get Y promotions is removed. This option was introduced in Conga CPQ Spring '20 to combine products.

Get Started

For more information, see Defining the Benefits of a Promotion in Conga CPQ Winter '20 Administrator Guide.

Display of Promotions on the Cart

In this release, CPQ enhanced the display of promotions on the cart. If you select one line item on the cart, CPQ displays the promotions eligible for that line item only. If you select multiple line items, CPQ displays promotions based on the union of promotions that are eligible for those selected line items.

Get Started

For more information, see Applying Promotions on the Products in the Shopping Cart in Conga CPQ Winter '20 User Guide.

Ability to Apply Incentive Limits Across Quotes

In this release, CPQ allows you to apply incentive limits across quotes for the same account. Administrators can control this behavior using the new custom setting Enforce Limits.

Get Started

For more information, see Defining the Limits of a Promotion in Conga CPQ Winter '20 Administrator Guide.

Optimized Catalog Launch

In this release, CPQ improves the performance of the Catalog launch from the Quote Details page. Now, the optimized Catalog is launched faster than before. In any org, the actual improvements in the Catalog launch time, compared to Spring '20 or previous releases, depends on various factors like the number of products, Search Filters, Constraint rules, and Categories.

Progress Bar on the Cart

In this release, CPQ introduces a new progress bar on the Cart page. Now, when you apply an action on the line items, a progress bar is displayed on the cart and the action buttons are disabled till the previous action is complete.

Modified CPQ Admin User Interface

In this release, the CPQ Admin UI is updated as part of rebranding from Apttus to Conga. The following are some rebranded UI screens:


Manage Products page


Price List Detail page


Application Management

Data Model Changes

The following objects and fields are introduced to or changed in the system or data model in this release.

ObjectFieldsDescriptionSystem/UserNew/Changes
Apttus UI Component Configuration
Object Records holds stored configurations for configurable higher-order components.
Changed

Application Name

New





Asset Line Item


Represents a product or service asset line item.SystemChanged

Renewal Line ItemID of the associated renewal line itemSystemNew





Asset Line Item History


Represents a product or service asset line item historySystemChanged

Renewal Line ItemID of the associated renewal line itemSystemNew





Product2


Changed

Renewal Lead TimeThe renewal lead time in days for the installed productUserNew





Product Attributes
Represents a single attribute in a product attribute groupSystemChanged

Cascade Shared Attribute StatusIndicates one or more line status to which the cascade shared attribute updates should apply to.UserNew

Cascade Shared Attribute UpdatesIndicates whether updates to shared bundle attributes are cascaded to options in the bundle.UserNew





Product Attribute Type Member
Represents the association between a product and an attribute type.SystemNew

AttributeID of the attribute to which this type is associatedSystemNew

Attribute TypeThe product attribute typeSystemNew

ProductID of the product associated with the attribute typeSystemNew





Related Line Item


Holds the relationships between line items
Changed

Related Adjustment AmountThe related price adjustment amount.
New

Related Adjustment TypeThe related price adjustment type
New

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
CAS-08973-K5S7W1CPQ-36457CPQ did not apply incentive limits on quotes belonging to same the Account.
NACPQ-38767CPQ did not support lookup type fields in Advanced Filters on Cart.
CAS-14006-R7V9K2CPQ-39188When you created a more than 60 ramp line on a line item and finalized the cart, CPQ did not allow you to finalize the cart and displayed an error in console.
CAS-14663-Y4H5B7CPQ-40239CPQ displayed the warning "Email body edit is allowed only for Text templates" even when you did not select any template on the sending email pop-up.
CAS-20220-H7D2K8CPQ-40299When you selected multiple line items on the Cart page and viewed promotions, CPQ displayed promotions on the line items even where the promotions were not valid for that line item.
00097423CPQ-41680When you repriced cart in Smart Cart flow after updating few line items, CPQ repriced all the line items even if they are not updated.
00098754CPQ-42149When you define values of custom fields on related line items using custom logic, CPQ did not copy the values of custom fields in the proposal, order, and agreement related line items upon creation of the agreement from the finalized quote.

00099414

CPQ-42406When you submitted or merged a collaboration request, CPQ did not indicate that the request is being processed.
00103265CPQ-44176When you deleted a product using the removeLineItems or removeBundle API, CPQ did not update the line sequence. This happened when you removed the line item from the middle of the sequence.
NACPQ-44720CPQ did not support price revalidation on Smart Cart.
00104486CPQ-44809If the Approval Stage field on the Quote Details page was set to Approval Required even though the cart did not require any approval, CPQ did not enable the finalize button on the Cart page.
NACPQ-44914CPQ did not allow you to set a default value of the attributes defined in the Product Attribute Value Extension objects.


The following table lists the known issues resolved from the previous release.

Conga Internal IDDescription
CPQ-40244

When you cloned a quote using the Clone (with Line Item) button right after you finalized the cart, the newly cloned quote page did not load.

CPQ-44862CPQ does not auto-include options that is a part of sub-bundle and that sub-bundle is auto-included.
CPQ-44827When you click define an inclusion type constraint rule with Action intent as Check on Finalization, CPQ displays an error upon finalization on the cart page. If you reprice the cart, the Finalize button is not enabled.
CPQ-44779CPQ does not execute a replacement prompt rule that is based on criteria until you click Finalize.

Known Issues 

The following table provides the cumulative list of known issues up to this release. 

Conga Internal IDDescription
ASSETS-1636After 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-1724Config asset pricing criteria are not functioning on a single ramp renewed line (renew one ramp = true).
ASSETS-2574Values are not proper for flat price incremented and merged lines on the user interface popup for the Projected Asset Value API.
CPQ-11829If 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-37247When you renew service and add new equipment, CPQ displays 0 as Weightage Amount on the related line item pop-up.
CPQ-37251Unit Of Measure conversion is not working for Price Ramps.
CPQ-37257In 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-37233CPQ 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-37445CPQ does not update the price of an option when the price is based on an attribute value until you select another option.
CPQ-38515If 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-38642On 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-39427When you define Min/Max Applies To field as Base Price, CPQ restricts the net adjustment instead of the Base Price.
CPQ-39362In Client-Side Constraint Rule, only one condition statement with product scope is supported on the client-side when you enabled Repeat Inclusion in Match in Condition.
CPQ-39699When 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-39772CPQ does not execute constraint rules properly when Is Bundle Context is selected and the bundle and its sub-bundle have the same options.
CPQ-39900If 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-39972When you configure an option in a bundle that is not a part of the Price List associated with the quote, CPQ does not display the price for that option. This happens specifically when the options price depends on the price list item of the bundle that belongs to a different price list then the price list associated with the quote.
CPQ-40101Min/Max adjustment fields are not available on the CPQ Admin user interface.
CPQ-40128CPQ 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.
CPQ-40238When you add a product again in the inclusion prompt after removing it once and if the product belonged in a Product Group, CPQ does not allow you to finalize the cart.
CPQ-42440

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 AmountRelated Adjustment Applies To, and Related Adjustment Type on the Price List Item Details page to define the related pricing.

CPQ-43117CPQ is not applying the Min/Max Price to price ramps.
CPQ-43510On the cart page, CPQ displays incorrect values of the amount in parentheses that are converted based on the Dated Currency Exchange Rate.
CPQ-43701When you reconfigure a finalized quote and modify adjustments and reprice, CPQ displays a revalidation warning.
CPQ-43708

When you reprice product with Cummulative Range Line Item matrices, CPQ displays null object error.

CPQ-44113When 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-44268In 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.
CPQ-46030

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-46133In TurboPricing flow, CPQ does not display a revalidation message when you perform revalidation after deleting a price list item.
CPQ-46346You are getting the console error "Apttus_Config2:Too many query rows: 50001" on Advance Search of Incentive Criteria.
CPQ-46124With a single renewal option, you can navigate to the Confirm Renewal intermediate page when the renewal association alert message is displayed.
CPQ-46304In TurboPricing flow, when you select and clear option selection multiple times, CPQ displays an error.
CPQ-46393In 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-46324In TurboPricing flow, when you enable Allocate Group Adjustment for options and reprice the cart after configuration, CPQ does not re-distribute the adjustments among options.

DOC ID: CPQWIN20RNREVA20201202