What's New in User Guide

The following table lists changes in the documentation to support each release.

Document	Topic	Description
Winter '20 Rev C	Pricing Products	Updated the topic with information about Bundle and Summary Group Net Adjustment %.
Winter '20 Rev B	Creating Quote/Proposals from Opportunities	Updated the topic. Added information about QTC Profile.
Winter '20 Rev B	Finalizing Products	Updated the topic. Added information about QTC Profile.
Winter '20 Rev A	Creating Quotes	Updated a note with information about fields Grand Total, Net Amount, and Unit Price.
	Marking Quotes as Primary	Updated the topic with steps on making a quote as primary.
	Tasks Available in Smart Cart Flow	Updated description of Clone(With Line Items).
Winter '20	Creating a Price Ramp for a Product	Added a note about the increased scalability of price ramps.
	Applying Promotions on the Products in the Shopping Cart	Updated the topic with information about display of promotions on the cart.
	Viewing the Installed Products	Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
	Accessing the Assets page	Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
	Renewing Assets Manually	Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal quote.
	Renewing an Asset in Auto Renewal Mode	Updated the topic with information about a warning during renewal.
	Renewing an Asset in OnDemand Renewal Mode	Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.
	Increment Asset with Coterminate Lines	Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page.
	Renewing Assets Manually in the Contract Flow	Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal agreement.
	Renewing an Asset in Auto Renewal Mode in the Contract Flow	Updated the topic with information about a warning during renewal.
	Renewing an Asset in OnDemand Renewal Mode in the Contract Flow	Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products.
	Smart Cart	Updated the topic with the following information: Removed multiple adjustments as limitations Added synchronizing proposal line item with opportunity as a limitation.
	Tasks Available in Smart Cart Flow	Updated the topic. Added information about multiple adjustments and revalidation.
	Sending Documents for eSignature using Conga Sign	New topic. New feature.
	Mass update product fields	Updated the topic with information about Advanced Filter.
	Applying Advanced Filters	Updated the topic with information about the Select All Qualified Lines checkbox.
Summer 2020 Rev A	Setting Up Service CPQ	New topic.
	Working with the Mini-Cart	New topic.
	Configuring a Product from the Catalog	Updated the topic with information about Mini-cart, and Edit and View buttons. .
	Using Proposal Document Generation	Updated the topic with information about Rename and Delete buttons.
	Viewing the Cart in Grid View	Updated the topic with information about Edit and View buttons.
	Presenting a Quote/Proposal	Updated the topic with a note about contact details.
Summer 2020	Applying Promotions on the Products in the Shopping Cart	Updated the topic with information about combining promotions.
	Managing Cart Views	Updated the topic description.
	Splitting an Asset	Updated the topic with minor changes on the Cart page for split-swap bundles and options.
	Swapping an Asset	Updated the topic with a minor change about the user seeing the Confirm Installed Products Swap page or the Confirm Swap pop-up.
	Terminating an Asset	Updated the topic with a minor change about read-only fields on the Cart page.
	Searching Assets	Updated the topic with search optimization for the Installed Products page.
	Generating a Quote/Proposal	Updated the topic with information about the Submit button for Large Document Generation for a quote.
	Tasks Available in Smart Cart Flow	Updated the description of the tasks to clone(with Line Items) and create an agreement with line items.
	Quote Lifecycle Collaboration	Updated the description.
	Assigning the configuration to the Collaborator or Queue	Updated the description.
	Working on the Configuration Request	Updated the description.
	Merging the Configurations in the Parent Cart	Updated the description.
	Creating a Price Ramp for a Product	Updated the topic with information about creating price ramps for products with Related Pricing.
	Creating Quote/Proposals from Opportunities	Updated the description.
	Contract Pricing	Updated the description.
	Renewing an Asset	Updated the description.
	Renewing Assets Manually	Updated the description.
	Use Case: Different Renewal Dates	New topic.
	Renewing Assets Automatically	New topic.
	Renewing an Asset in Auto Renewal Mode	New topic.
	Use Case: Grouping of Assets without Renewal Group Fields During Renewal
	Use Case: Grouping of Assets with Renewal Group Fields During Renewal	New topic.
	Renewing an Asset in OnDemand Renewal Mode	New topic.
	Use Case for Renewals without Grouping	New topic.
	Terminating an Asset	Updated the description.
	Use Case: Terminating an Asset When Billing Management is Installed	New topic.
	Use Case: Same Day Cancellation	New topic.
	Use Case: Terminating a Renewed Asset	New topic.
	Managing Assets through Contracts	Updated the description.
	Managing Assets in the Contract + Proposal Flow	New topic.
	Changing Assets in the Contract + Proposal Flow	New topic.
	Renewing Assets in the Contract + Proposal Flow	New topic.
	Swapping Assets in the Contract + Proposal Flow	New topic.
	Terminating Assets in the Contract + Proposal Flow	New topic.
	Managing Assets in the Contract Flow	New topic.
	Changing Assets in the Contract Flow	New topic.
	Renewing Assets in the Contract Flow	New topic.
	Renewing Assets Manually in the Contract Flow	New topic.
	Renewing Assets Automatically in the Contract Flow	New topic.
	Renewing an Asset in Auto Renewal Mode in the Contract Flow	New topic.
	Renewing an Asset in OnDemand Renewal Mode in the Contract Flow	New topic.
	Swapping Assets in the Contract Flow	New topic.
	Terminating Assets in the Contract Flow	New topic.
Spring 2020	Searching a Product from the Catalog	Updated the topic with information about sorting the products on the Catalog.
	Configuring a Product from the Catalog	Updated the topic with information about is Optional checkbox.
	Opening Cart in Read-only mode	New topic. Added information about Cart in read-only mode
	Use Case: Renewing Merged Assets with the Same Purchase Identifier	New topic. New feature for this release.
	Managing Assets	Updated the topic with information about sorting assets on the Installed Products page.
	Renewing an Asset	Updated the topic with notes about Farthest End Date. Updated the topic with an enhanced note on renewable products.
	Merging Assets	Updated the topic with notes about Effective Date field and Related Line Items popup. Also updated that the end date is not editable for cancelled lines.
	Swapping an Asset	Updated the topic with notes about selectively displaying fields while swapping assets.
	Terminating an Asset	Updated the topic with information about editing a custom currency field.
	Impact of Asset actions on Billing Schedules	Added the Proration Period Treatment field and updated the definition of Billing Day of the Month and Billing Cycle Start fields.
	Performing Mass Update for Assets	Removed the topic because it is an invalid feature.
	Viewing Service Products on the Installed Products page	Updated the note about validating service assets based on criteria.
	Adding Products	Updated the description.
	About Product Configuration	New topic. Added information about product configuration status.
	Using Deal Guidance	Updated the topic with information about enhanced support for Deal Guidance and selectively skipping Deal Guidance.
	Smart Cart	Updated the description. Added Multiple Adjustments as a limitation.
	Tasks Available in Smart Cart Flow	Updated the description. Removed Multiple Adjustments as an available functionality.
	Logging on to CPQ	Updated the description.
Winter 2019	Applying Advanced Filters	New topic. New feature for this release.
	Adding Miscellaneous Items	New topic. Added more information about adding miscellaneous items.
	Managing Assets	Updated the topic with the sorting method of the assets.
	Merging Assets	New topic. New feature for this release.
	Service Pricing	Updated the description of the topic.
	Smart Cart	New topic. New feature for this release.
	Tasks Available in Smart Car Flow	New topic. New feature for this release.
	Smart Cart Pricing	New topic. New feature for this release.
	Swapping an Asset	Updated the topic with information about selling term calculation.
	Splitting an Asset	Updated the topic with information about splitting bundle products and the Amended status of standalone and bundle products.
	Terminating an Asset	Updated the topic with information about editable fields on cancelled lines.
	Changing a Configurable Bundle Asset	Updated the topic with the step of clicking the wrench icon.
	Changing the Attributes of an Asset	Updated the topic with the step of clicking the wrench icon.
	Renewing an Asset	Updated the topic with information about Renewal Adjustment Type and Renewal Adjustment Amount columns.
	Configuring a Product from the Catalog	Updated the topic. Added a note in the section To configure product attributes.
	Pricing Products	Updated the topic. Added a note in the section To price a product on the shopping cart.
Summer 2019	Applying Promotions on the Products in the Shopping Cart	Updated the topic with information about reapplying a promotion.
	Contract Pricing	Updated the topic with information about adjustments applied as part of contract price and fallback method when contract list price is unavailable.
	Managing Views for Assets Grid	Updated the topic with information about views on the Assets grid created by the administrator.
	Renewing an Asset	Updated the topic with information about renewing an asset using current contract value.
	Terminating an Asset	Updated the topic with information about validating the termination date and displaying contract term billing details.
	Favorite Configurations on the Cart	Updated the topic with information about categorizing favorite configuration using Favorite Filters.
	Searching a Product from the Catalog	Updated the topic with information about counter on mini-cart and recommendation icons.
Spring 2019 Rev A	Terminating an Asset	Updated the topic with information about showing net price of the current year asset on the termination page.
Spring 2019	Searching a Product from the Catalog	Updated the topic with information about actions products inheriting location of the condition products.
	Configuring a Product from the Catalog	Updated the topic with information and a note about search functionality for options and attribute on the configuration page.
	Favorite Configurations on the Cart	Updated the topic with information about saving constraint rule in favorite configuration.
	Working on the Configuration Request	Updated the topic with the information about support for replacement and deletion of collaborated product
	Merging the Configurations in the Parent Cart	Updated the topic with information about support for automatic child cart updates.
	Billing Schedules for Incremented Assets	Updated the "Increment Asset with Coterminate Lines" topic with a use case for billing schedules.
	Splitting an Asset	New topic. New feature for this release.
	Terminating an Asset	Updated the topic with information about showing the original asset start date on the intermediate page UI.
	Assigning the configuration to the Collaborator or Queue	Updated the topic with information about adding products to a collaboration request.
Winter 2018 Rev B	Creating the Price Ramp on the Cart Page	Updated the topic. Removed a limitation about Cart Grid UI. Removed the note about support for IE 11.
	Billing for Assets	Updated the topic with information about billing.
	Configuring Document Generation Preview Setup in Internet Explorer	Updated the topic with a note that the feature is no longer supported.
	Applying Promotions on the Products in the Shopping Cart	Moved the "Applying and Removing Promotions or Coupons on Line Items in Cart" topic from CPQ on Salesforce Winter 2018 Administrator Guide to this guide and merged the contents.
	Creating the Price Ramp on the Configuration Page	This topic is removed because the feature is no longer available.
Winter 2018 Rev A	Splitting Large Cart	This topic is removed because the Large Cart feature was not part of the Winter 2018 release.
Winter 2018	Configuring Service Products	Updated the topic with information about cloning service line.
	Pricing Products	Updated the topic with new options in Adjustment Type and a note to the % Discount Off Lift option.
	Assigning the configuration to the Collaborator or Queue	Updated the topic with notes about access permissions being considered in the Collaboration Feature.
	Bucket Adjustments	Updated the topic with a note about bucket adjustment applicable on the preceding bucket.
	Service Pricing	Updated the topic with information about splitting the Related Line Items from Service Line.
	Configuring a Product from the Catalog	Updated the topic with information about selecting products from a prompt.
	Favorite Configurations on the Cart	Updated the topic with information about access permissions.
	Managing Views for Assets Grid	New topic. New feature for this release.
	Performing Mass Update for Assets	New topic. New feature for this release. Removed the topic in Spring 2020 because it is an invalid feature.
	Increment Asset with Coterminate Lines	New topic. New feature for this release.
	Creating Quote/Proposals from Opportunities	Updated the topic with information about purchase identifier.
Summer 2018	Bucket Adjustments	Included a note about the creation of an adjustment line.
	Viewing Installed Products Page	Changes to the Installed Products User Interface is added.
	Searching Assets	Enhancements to the Search functionality are added.
	Viewing Service Products on the Installed Products page	The Relate and relate Component flows are added.
	Service Pricing	Service Configuration and pricing information are added.