Total Level Waterfall for Summary Line Items via API

The API now supports Total Level Waterfall for summary line items, enabling the review of price impact at each price point for summary line items defined with a waterfall. This feature is disabled by default, but you can activate it using a feature flag.

• Getting waterfall chart by Cart Id and Summary group Id:
  GET api/cart/v1/carts/CartId/SummaryGroups/SummaryGroupId/Waterfallchart
• Getting waterfall chart by Cart Id and Summary group Id and chart Id:
  GET /api/cart/v1/carts/CartId/SummaryGroups/SummaryGroupId/Waterfallchart/ChartId

For more information, see Developer Hub.

Support for Resuming Assets using CartCheckout API

CartCheckout API now supports creating order and order line items for Resumed assets. The order line item shows the start and end date and the pricing is fetched from the asset. On order activation, the asset and order line items are in an Activated state. The suspended start and end date is displayed.

Ability to Create Lookup Fields on Product Attribute Object

You can create lookup fields on the product attribute object. This feature enables you to use the attributes that are defined by other business objects.

For more information, see Creating a Lookup Field and Creating an Attribute.

Ability to Sync Renewal Quote from Salesforce to Conga Platform

You can sync a renewal quote and all the related objects from Salesforce to the Conga Platform and then modify and finalize the same on the Platform.

For more information see Renewal Quote Sync to Platform.

Criteria Display Text on Summary Page

The summary screen now shows the 'Display Text' instead of the 'Value' for criteria fields in picklist and multi-picklist fields.

For more information, see Defining Criteria of a Promotion.

Support for Creation of Temporary Renewal Asset Groups Records

When renewal execution mode is “OnDemand”, then on trigger of renewal job (account-based) temporary renewal asset group records are created. While creating these records, a few parameters are considered; auto renew flag, price list, renewal lead time. The default renewal group field is auto renew flag and price list.

Temporary records are created with the 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 (30 days from the current date), and a fifth product with an end date beyond 45 days from the current date. Renew lead time is 45 days.  And “Auto Renew” = True is set on the fourth product. 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. There is no renewal record for the fifth product.

Support for Restoring Asset Values on Re-selection of Cancelled Option Lines during Renew and Change

Consider a scenario where a bundle and the options are renewed. New dates are seen, and prices are calculated. Now if the option is deselected, and the cart is repriced then the start and end dates of the cancelled option line are the same as asset, and the option price is deducted from the bundle price.

If you re-add the option to the cart, the renewed or new dates are shown, and the price is again added to the bundle price.

However, before removing the option, if certain field values are edited in the cart line items, then those changes are restored to asset value when you re-add the option. This is possible only if those field values are added in Global Settings > Asset > Asset Restore Fields. Similarly, during the Change operation, if an option is deselected and reselected again, the original asset values are obtained from Asset Restore Fields.

For more information, see Asset Settings.

Support of Asset Change operation for Attributes using Activate Orders API

Asset Change operation with change in attributes, using Activate Orders API, is supported for bundle and standalone options that are created on the Conga Platform.

For more information, see Developer Hub.

Control Bar for Quick Actions in CPQ Web UI

The enhanced CPQ Web UI features a Control Bar on the right side of the quote details page. The following options are available on the control bar and allow you to perform:

• Cart: This option allows you to add products.
• Catalog: This option displays the high-level categories with the description and reference image. On clicking the category, you are redirected to the category detail page. The Search a product option allows you to enter the product name, as a result, CPQ web UI lists the categories that the product is associated with.
• Recommended Products: This option provides a list of recommended products by validating your quote.
• Information: This option provides comprehensive details of the selected quote.
• Documents: This option provides a list of documents generated and associated during the quote lifecycle.

Enhanced Lookup Attributes for Bundles

You can now search and set values in lookup-type attributes. The system uses predefined settings and supports lookup attributes in product attribute rules (PARs) and constraint rules.

Enhancements to the Cart Icon on the Control Bar

The following enhancements are new to the cart icon on the quote details page.

• Primary Line Items Display: The Mini Cart shows the primary line items added to the cart.
• Line Item Count: The total number of line items added to the cart is displayed as a count tagged on the cart icon.
• More Products Link: A 'More Products' link appears if the line items exceed the UI display limits. This navigates you to the cart page to view all items.
• Cart and Configuration Errors: The Mini Cart displays any cart and configuration errors directly within the cart view.
• Wrench Icon: A wrench icon is displayed next to bundle products. Click the icon to navigate to the cart page.
• Error Indicator: An error icon appears on the wrench icon if there are issues with the bundle configuration.
• View Cart: To open the full cart page.
• Finalize: To finalize the cart.

Improved UI for Price Escalator Entry

When adding a Price Escalator, the table now displays textboxes and dropdowns along with the row.

Enhancement to Update Favorites API

The enhanced Update Favorites API allows you to delete one or more 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 Creating Lookup Attributes

You can create attributes of type lookup to define attributes based on other business objects within the system.

For more information, see Creating an Attribute.

Enhanced Storefront Settings Usability

• New storefront records default to the organization's locale and provides options to either select a different locale from a dropdown list or search for one by editing the setting.
• The Guest User field is now a lookup field, renamed as Guest User, allowing you to select a guest user from a list.
• A help icon is added for the Guest User field with updated guidance for enabling guest access.

For more information, see Creating Storefront Settings and Editing Storefront Settings.

Creation of Assets on Conga Platform on Acceptance of Quote on Conga Platform

On acceptance of Quote, Order, order line item, and asset line item are created based on certain conditions. The flag, “Auto Activate order”, is a field on the quote, and the “Create Asset On Order Activation” flag, is a setting in Order System Properties.

If Auto Activate Order=TRUE and “Create Asset on order activation” = False/TRUE, then:

• Order, order line item, and asset line item are created in Activated state.

If Auto Activate Order=False and “Create Asset on order activation” =False, then:

• Order, order line item, and asset line item are created in Pending state and asset line items are created in Pending Activation state.
• On activation of the order, all Order Line Items and asset line item are activated.

If Auto Activate Order=False and “Create Asset on order activation” =TRUE, then:

• Only Order and order line items are created in Pending state.
• On activation of the order, all Order Line Items are activated and asset line items are created in Activated state.

Visibility Rules List

You can now view all saved visibility rules, search by name, sort by Name, Business Object, and Date Created, and keep them active or inactive status.

For more information, see Managing Visibility Rules.

Ability to Sync Current Conversions from Salesforce to the Conga Platform

You can sync currency conversions from Salesforce to the Conga platform using the Data Sync. This enables you to avoid defining conversions again in the Conga Platform. Hence, the currencies get converted automatically on the cart page.

For more information, see Configuring DataSync Infrastructure and Running DataSync.

Add Mixed as Constraint Rule Type via API

The Constraint Rule API now supports a ‘Mixed' type, allowing rules to have multiple actions. You can select 'Mixed’ in the Type field.

POST /api/revenue-admin/v1/constraint-rules

For more information, see Developer Hub.

Dynamic Product Cloning Based on Predefined Criteria

Products are now dynamically cloned based on predefined criteria when you validate or update prices. Cloned products, including options or sub-bundles, are automatically added to the bundle when you select specific action options.
For more information, see Config Features.

Support of Product Cloning

You can now set rules to automatically clone products based on specific criteria, making the configuration process faster.

Enhanced Attribute Rule Actions for Multiple Objects

You can now create and apply attribute rules on fields from both Attribute and Line Item objects. The Line Item object supports only the "Allow" action type.

Send Proposal for Review

The Send for Review feature enables you to select the generated document and send it to the trading partner for review. The system sends an email with the generated proposal attached. If the email is sent, the Approval Stage will automatically be set to Presented. If you prefer to print or present the Quote a different way, you can manually set the Approval Stage to Presented.

Integration of Pricing Custom Settings through API

Term Field Precision and Enable Custom Rounding are now part of the pricing-related custom settings available through the config system properties API.

• Term Field Precision allows you to control the number of decimal places displayed in the Selling Term column on the shopping cart, with a default of 5.
• Enable Custom Rounding allows consistent rounding of selling terms and prices during calculations.

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

For more information, see Developer Hub.

Identify Auto-Included Products in Cart

The cart now displays an icon next to the line items that are automatically added based on constraint rules when configuring products. This icon is to distinguish the products between manually added and auto-included products in the cart.