Support for Asset Change Operation on Ramp and Usage Assets on Conga Platform using Activate Orders API

Assets Change operation, using Activate Orders API, is supported on Conga Platform for ramp and usage assets that are created on the platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Create New Feature in Association page

You can now add new features directly on the associated feature page using the 'Create New Feature_Name' button on the Available feature page. This feature is available for Price List, Categories, Attribute Group, Product Group, Feature Set, and Dimensions.

Adjustments on Same Line Item

You can now apply both multiple adjustments and cart manual adjustments on the same line item. All defined adjustments are accessible on adjustment line items.

PATCH api/cart/v1/carts/{cartId}/adjustments

For more information, see Developer Hub.

All Adjustments on Adjustment Line Items

Administrators can now access all adjustments on Adjustment Line Items, including Waterfall Rule, Manual, BasePriceOverride, MinMaxPriceAdjustment, and CartAdjustment. They can use the new "Adjustment Audit Trail” flag to store other adjustments and apply multiple adjustments before line-level adjustments.

PATCH api/cart/v1/carts/{cartId}/adjustments

For more information, see Developer Hub.

Support for Asset Change:Configuration Operation for Standalone Asset using Activate Orders API

Asset Change:Configuration operation is supported using Activate Orders API for standalone assets that are created on the platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Asset Change:Configuration Operation for Bundle Assets using Activate Orders API

Asset Change:Configuration operation is supported using Activate Orders API for bundle assets that are created on the platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Ability to Update the Quote List page using CX Studio

Administrators can configure or customize the quote list page for various user profiles using the CX studio. This enables the sales representatives to view the required quote headers for a given quote type during the quote life cycle.

Enhancement to Update Favorites API

The enhanced Update Favorites API allows sales representatives to update line items in public or self-created favorites as needed. This enhancement keeps the favorite configuration up to date when requirements change.

For more information, see Update a favorite API.

Support for Asset Renew Operation with Renewal Options using Activate Orders API

Assets renew operation, using Activate Orders API, is supported for bundle and standalone options which are created on Conga Platform. Renewal of subscriptions based on the following renewal options is supported:

• Proposal/Agreement End date
• Retain with current asset end date
• Farthest asset end date
• Custom end date

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Asset Renew Operation using Activate Orders API with Asset Pricing Criteria

Assets renew operation, using Activate Orders API, is supported on Conga Platform with asset pricing criteria for all types of assets that are created on the platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Asset Renew Operation using Activate Orders API with Charge Type Criteria

Assets renew operation, using Activate Orders API, is supported with charge type criteria on Conga Platform for standalone and bundle option assets without asset pricing.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Asset Renew Operation using Activate Orders API with Asset Pricing

Assets renew operation, using Activate Orders API, is supported on Conga Platform with asset pricing for bundle and standalone options which are created on the platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Personalized Views on Installed Products page

On the Installed Products page, you can create a new custom view by selecting the required columns in the Choose Cart Columns tab. The view helps you filter, and display asset line items based on the columns that you have selected. Default group by is of product. You can choose to set the new custom view as the default view.

For more information, see Asset Features.

Category Sequencing for Catalog Browsing

Sales representatives can set the order of categories associated to a specific price list. on the Associated Categories tab of the Price List details page. Similarly, the order of sub-categories under parent categories can be set on the Catalog details page. Once the order is defined, the catalog page displays categories and sub-categories in that order when browsing and searching for products.

For more information, see Associating Categories with a Price List and Creating a Sub Category.

Viewing Quote Related Details

The quote details page now displays its related information like line items and documents. This enables the sales representatives to get complete details of the quote on a single page.

Custom Settings - Related Price Scope

Introducing Related Price Scope, a new setting in Custom Settings, to control related pricing calculations across the cart.

• If set to "Cart", the price of an option product is based on all instances of the related product in the cart.
• If set to "Bundle", the price is based only on instances within the same bundle.

GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties

For more information, see Developer Hub.

Exporting and Deleting Records

You can now export or delete multiple records from the grids in CSV or Excel format by selecting the rows using checkboxes.

For more information, see Exporting Records.

Remove Read-Only Line Items from Cart for Asset-Based Operations

If an asset in the cart is terminated, suspended, or resumed, then the asset line item is read-only and can be deleted.

When the Change:Configuration, Change:Merge, or Swap operation is performed on that asset, then the line item is read-only and cannot be deleted since it has a dependency on the Upgraded line item.

Support for Asset Change Operation with Deep Discount on Conga Platform using Activate Orders API 

The Activate Orders API lets you amend an existing asset (bundle option and standalone) with a deep discount where the discount is greater than the current Net price but lower than or equal to the total Asset TCV, for the assets that are created on the platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Asset Change Operation on Ramp and Usage Assets using Activate Orders API

Assets Change operation, using Activate Orders API, is supported on Conga Platform for ramp and usage assets that are created on the platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Asset Change Operation using Activate Orders API with Charge Type Criteria

Asset change operation, using Activate Orders API, with charge type criteria is supported on Conga Platform.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Automatic Unique ID Creation

CPQ now automatically creates and assigns a unique, user-friendly ID for business transactions like quotes, carts, orders, and assets. This makes it easy for sales representatives to reference, search, and share as required.

Ability to Set Lookup Fields on Cart Line Item

Sales representatives can configure the lookup field on the cart line item and search lookup field values as required. To achive this, you must configure the lookup field with records and associate them with the Line Item object. Ensure that lookup field is included in the Cart Line Item list under column settings of Cart settings in the required flow settings.

For more information, see Cart Settings and Configuring Column Settings.

Waterfall for Rollup Line Items Adjustments

The waterfall feature is now available for rollup line items at the bundle level (rollup lines without a PLI record), just as it is for the regular line items. This functionality includes applying charts, making adjustments to custom price points, and viewing the updated chart on the waterfall page. Adjustments are made to the respective options are also impact the rollup waterfall. Note that the base price and list price of rollup line items are zero since they do not have their own PLI record.

• Get price waterfall detail by chart id: GET api/cart/v1/carts/{cartId}/items/{lineitemId}/waterfallchart/{chartId}
• Manual adjustments: PATCH api/cart/v1/carts/{cartId}/adjustments

For more information, see Developer Hub.

Integration of Pricing Custom Settings through API

Rounding Mode is now part of the pricing-related custom settings available through the config system properties API. It allows you to choose the rounding mode for calculations.

GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties

For more information, see Developer Hub.

Unrestricted Price Point Modifications

The IsModifiable flag is now set to true by default, allowing you to modify all price points unless Allow Manual Adjustment is set to false. This enhancement ensures consistent behavior across all price points.

For more information, see Defining Price Points.

Enhanced Access to Adjustments

The waterfall feature now allows access to all adjustments, including Multiple Adjustment, Waterfall Manual Adjustment, and Cart Adjustment, directly on Adjustment Line Items. The system respects the "Allow Manual Adjustment" flag for all manual adjustments applied to line items.

Support of Order Line Item creation with attributes using Cartcheckout API

The Cartcheckout API can fetch the attributes on Order line items from cart line items.

For more information, see Developer Hub.

Temporary Renewal Asset Groups Records are Created

When renewal execution mode is “Auto”, then on order activation, temporary renewal asset group records are created. While creating these records, few parameters are considered;  renewal group fields, renew type, auto renew flag, price list. The default renewal group field is auto renew flag and price list.

Temporary records are created with status as New and without any configuration. To this record a new group field is added to display renewal group fields.

For example, when you add four products to the cart with the same start and end date, and on the fourth product “Auto Renew” = True is set, then two renewal records are created. The first record has the fourth product with renew type as Auto Renew=true and the second record has three products where Auto Renew is unchecked.

Display Column Setting for Price Waterfall

Administrators can now define display column settings for the Price Waterfall using the admin UI. The application displays columns based on the defined seed data, with default columns listed as specified.

For more information, see Configuring Column Settings.

Support for Creating Renewal Quote

When a subscription renewal quote is created on Salesforce it is synced to Conga Platform with the same data and is priced. However, if any changes are made to the assets, then the existing renewal quote on the Platform is not updated. You can only finalize the quote to renew the subscription and modify the values prior to finalization on the Platform Renewal quote. It is observed that sync from Platform to Salesforce may take longer than expected for large Renewal quotes. Hence, it is recommended to perform Renewals completely on the Conga Platform.

Enhanced Attribute Lookup Fields in CPQ Config UI

Sales representatives can view, search, and update attribute lookup fields on the CPQ Config UI. Dropdowns display lookup fields with a default record limit of 200 and adjustable up to 1000.

For more information, see Creating a Lookup Field.

Enhanced Lookup Attribute Functionality

Sales representatives can set and search values in lookup type attribute fields. The system uses enhanced settings for lookup field names, display columns, and filter criteria. Lookup attributes are also usable in product attribute rules and constraint rules.

Retrieve Order Line Item Attributes using Order Service API

The orderlineitems API now retrieves order line item attributes regardles of the isAsync }}flag value when creating an order using the {{Check the cart out API.

To achieve this, you must add the OrderLineItemAttribute in the Includes parameter while invoking the API. Previously, the orderlineitems API did not include these attributes in the response if isAsync was set to false.

For more information, see Check the cart out API and Retrieve the cart lineitems API.

Pricing Adjustment with Attribute Changes

Changing attributes in the config screen for attribute-based pricing now automatically deletes previously created price ramps. Sales representatives can recreate price ramps as needed for accurate pricing.

Support for Asset Terminate Operation using BillingMetrics API

Conga Platform can call the BillingMetrics API during the termination operation to calculate projected values and other important billing-related fields.

Adjustment Amount for Relate Price List Item (PLI) via Expression

You can now define the related adjustment amount source as a dynamic value using expressions within the line item context and create these expressions using the expression builder in the Admin UI. You can input both the adjustment amount source and the adjustment value, with the system prioritizing the adjustment amount source.

For more information, see Adding Details to a Price List Item.

Dynamic “Adjustment Amount To” in Price Matrix via Formula Builder

Administrators can now use expressions to define dynamic adjustment amounts on Price Matrix rule entries. This includes selecting numeric fields or formula fields as the "Adjustment Source To" and using the formula builder for dynamic values.

For more information, see Configuring Price Matrix Entries.

Price and Waterfall Ruleset: Dynamic Adjustment Amounts

Pricing administrators can define dynamic adjustment amounts on price and waterfall rule entries using expressions, allowing for both static and formula-based values.

For more information, see Creating Price Waterfall Ruleset Entry and Creating Price Rule Entry.

Promotion Restriction with Coupons

When active coupons are present, applying a promotion directly is blocked. You can only apply promotions through the active coupons.

Match in Assets (UI - Recommendation)

Recommendation rules now run based on existing assets. Sales representatives can see recommendations for products not already listed as asset line items. This helps with up-sells, cross-sells, or renewals.

Expression Builder Enhancement

Administrators can now select fields from Line Item, Product, and Attribute in the expression builder. You can search for objects and fields, add them to expressions, and reset selections to add different fields. This enhancement helps build expressions more easily without needing to remember API names.

For more information, see Creating a Field Expression.

Support for Lookup Type Attributes

The create attributes API now enables the administrators to create lookup type attributes by defining the LookupObjectName through the API. To achieve this, you must add the LookupObjectName in the parameter while invoking the API.

For more information, see Create Attributes API.

Integration of Pricing Custom Settings through API

Enable Price Matrix Audit Trail and Enable Price Rule Audit Trail are now part of the pricing-related custom settings available through the config system properties API.

Enable Price Matrix Audit Trail tracks adjustments made via Price Matrices, while Enable Price Rule Audit Trail logs promotions applied via Price Rules. Both are recorded on the Adjustment Line Item object.

GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties

For more information, see Developer Hub.

Support for Updating Favorites

You can modify various field values such as the name, scope, and filters within your existing favorites. This feature allows you to keep your favorites relevant as your requirements change. To perform these updates, you must have edit permission for the favorite configuration object. You can update only public and personal favorites.

Net Adjustment Percent Calculation

When administrators set 'Is Custom Rounding' to FALSE and 'Calculate Net Adjustment Percent Before Rounding' to TRUE in Config System Properties, the pricing engine calculates net adjustment percentages before rounding net and extended prices. This ensures that net adjustment percentages are unaffected by rounding.

GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties

For more information, see Developer Hub.

Update Min/Max Price and Net Adjustment Percentage via API

Administrators can now pass Min/Max Price and Net Adjustment Percentage for a PLI via the API. The system interprets values based on the "Min/Max Price Applies To" picklist, applying limits to either the product price or net adjustment percentage. Validation ensures Min values do not exceed Max values, and these settings also apply to Ramps.

POST /api/revenue-admin/v1/price-lists/{parentId}/price-list-items

For more information, see Developer Hub.