Ability to Customize Price List Creation Page using CX Studio

You can manage the fields available on the Price List creation page using CX Studio. This feature allows you to add, remove, edit, and delete the fields as per your business requirements.

Viewing the Rollups using the Advanced filter

You can filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic.

For more information, see Managing the Rollups.

Support for Buy X Get X Rebate Type with Rate table - No Tier via GET and DELETE APIs

The "Buy X Get X" rebate benefits now support Rate Tables - No Tier, allowing rate tables to be defined using dimensions. This enables multiple benefits to be configured under the same rule based on specified conditions. New GET and DELETE APIs provide functionality to retrieve and delete rebate rules, making it easier to manage rebate configurations effectively.

GET /rebates/{ParentId}/rules

DELETE /rebates/{ParentId}/rules

For more information, see Developer Hub.

Support for Buy X Get X Rebate Type with Rate table - With Tier via GET and DELETE APIs

The "Buy X Get X" rebate benefits now support Rate Tables - With Tier, allowing rate tables to be defined using dimensions, and on top of that tiers could be determined based on a numeric line item field. This enables tiered benefits to be configured under the same rule based on specified conditions. New GET and DELETE APIs provide functionality to retrieve and delete rebate rules, making it easier to manage rebate configurations effectively.

GET /rebates/{ParentId}/rules

DELETE /rebates/{ParentId}/rules

For more information, see Developer Hub.

Support for Buy X Get X Rebate Type with Rate table - No Tier via CREATE and UPDATE APIs

The "Buy X Get X" rebate benefits now support Rate Tables - No Tier, allowing rate tables to be defined using dimensions. This enables multiple benefits to be configured under the same rule based on specified conditions. New CREATE and UPDATE APIs provide functionality to define new rebate benefits and update the existing rebate rules, making it easier to manage rebate configurations effectively.

POST /rebates/{ParentId}/rules

PATCH /rebates/{ParentId}/rules

For more information, see Developer Hub.

Support for Single Rate Rebate Benefits (Buy X Get X) via API

New Rebate Rules APIs support defining Buy X Get X rebate benefits with single rate that adjust based on quantity, selling term, or revenue tiers. These GET and DELETE APIs allow users to retrieve and delete defined rebate rules, helping users manage rebate configurations and present potential savings for

GET /rebates/{ParentId}/rules

DELETE /rebates/{ParentId}/rules

For more information, see Developer Hub.

Support for Wildcard Operators for Visibility Rules- Inclusion Criteria

You can use wildcard operators while defining the inclusion criteria for visibility rules. This enables the rules to look for the required information in a group. The supported operators are Contains, Does not Contain, Ends With, and Starts With.

Syncing Promotions and Related Price List Items

You can sync promotions and related price list items from Salesforce to the Conga Platform. This feature avoids creating the same promotions again in the Conga Platform and enables the users to apply promotions to the cart seamlessly.

Cart Locking from Concurrent Access

You can enable cart locking to prevent others from editing the quote you are currently working on and help prevent data loss while a sales representative is working on a configuration. When you enable cart lock, others can only see the cart in read-only mode. The cart is unlocked only to perform actions such as Save, Submit for Approvals, Finalize, Abandon, and Close. The cart is auto-unlocked based on the minutes configured in the EditAccessIdleTimeOutInMinutes field in the Config system properties.

Support for Optional Products in Product Family Constraint Rules

You can now mark products as optional within product families, allowing non-priced items to be included in quotes without affecting constraint rule fulfillment. Optional products do not trigger rules for inclusion, exclusion, replacement, validation, or recommendation, and auto-included products remain in the cart even if their condition products are set to optional.

Support for Optional Products in Constraint Rules

You can now mark products as optional without impacting constraint rule fulfillment. Optional products do not trigger inclusion, exclusion, replacement, validation, or recommendation rules, and auto-included products remain in the cart even if the related condition product becomes optional.

Support for Restoring Asset Values During Renewal

In Global Settings > Assets >  Asset Restore Fields define the fields for which you want to retain the asset values. When you make changes to the cart such as reconfiguring a Bundle product, removing an option, and then re-adding it back to the cart, then the Option line item status is Renewed and also has the new Renewal dates.

Asset values before deselection are stored and restored when assets are reselected. However, if you navigate to the cart page after deselection, the values are not retained.

Suspended and Resumed Line Items are Disabled

Line items with status as 'Suspended' or 'Resumed' are disabled on the Configure Products page. This behavior is similar to line Item with status as 'Cancelled'.

Support for Default Co-term Options for Assets under Global Settings

System administrators can select a default co-term option for change in quantity in Global Settings > Asset > Default Co-term Option for Change:Quantity.
Based on the values selected in ‘End Date Preferences For Change:Quantity' field, you can choose one value in 'Default Co-term Option for Change:Quantity.’ field as default and others are available in the drop-down during change quantity operation.

Rebate Benefit for Every X Get X Single Rate

The "For Every X Get X" rebate benefits now support a Single Rate, allowing benefits to be set for a specific quantity of the same product based on a defined purchase quantity. New CREATE and UPDATE APIs provide functionality to define new rebate benefits and update the existing rebate rules, making it easier to manage rebate configurations effectively.

POST /rebate-rule/{ParentId}/entries

PATCH /rebate-rule/{ParentId}/entries

For more information, see Developer Hub.

Support for Buy X Get X Rebate Type with Rate table - With Tier via CREATE and UPDATE APIs

The "Buy X Get X" rebate benefits now support Rate Tables - With Tier, allowing rate tables to be defined using dimensions, and on top of that tiers could be determined based on a numeric line item field. This enables tiered benefits to be configured under the same rule based on specified conditions. New CREATE and UPDATE APIs provide functionality to define new rebate benefit and update the existing rebate rules, making it easier to manage rebate configurations effectively.

POST /rebates/{ParentId}/rules

PATCH /rebates/{ParentId}/rules

For more information, see Developer Hub.

Enhancements to Abandon Cart

The enhanced abandon the cart feature now allows you to perform various actions such as adding products to the cart, Finalizing the cart, Saving and finalizing the cart after the quote is deleted.

Quote Owner Field on Quote Details Page

You can view the Quote Owner field to enhance the visibility and tracking of quote assignments. This field is available under the Basic Information section within the Quote Details page. Once a quote is created, the Quote Owner field is automatically populated with the name of the person assigned as the owner of that quote.

For more information, see Editing Quote Details Page using CX Studio.

Support of Asset Renew operation

Renew subscription based on requirement with "Fixed", "Evergreen" and "Do not Renew" lines is supported using Order activate API.

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

For more information, see Activate order APIs.

Support of Asset Renew operation with Renewal Uplift

Renewal of subscription with Renewal Uplift on Early Renewal is now supported using Order activate API. Is Asset Pricing must be set to TRUE. This is supported for Standalone, bundle, and ramp products.

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

For more information, see Activate order APIs.

Displaying Auto-Included Options with Lazy Load Enabled

When Lazy Load is enabled, auto-included options may not display as selected on the configuration page or in the summary section, even though the option's price is added to the total.

New Admin UI Enhancements for Tiered and Related Pricing

You can now use Price Breakup fields in display settings for Tiered and Related Pricing, enabling accurate field selection for each display type. The update includes default columns such as Breakup Type, Tier Start and End Value, Tier Quantity, Tier Unit Price, and Tier Flat Price.

For more information, see Configuring Column Settings

Enhanced Quote Header Summary Page

The enhanced Quote Header Summary page displays the following information on the Quote Detail React UI Page and all CPQ UI pages.

• Back Navigation
• Quote Name
• Account Name
• Quote Status
• Quote Owner
• Grand Total

This enables you to perform the following actions on the respective pages.

• Primary Action
  • Generate - Primary Action
• Secondary Actions
  • Clone Quote
  • Overflow actions under the Kebab icons such as Preview & Submit, Send for Review, and Custom buttons.

Support of Sync of Renewal Quotes During Change in Quantity

When Renewal Execution Mode is set to Auto, then if there is any change in the quantity of an asset that belongs to a renewal quote, that change is synced to the renewal quote. The flag, ‘Sync Asset Changes To Quote’ is always set to TRUE and is in read-only mode on the Renewal Quote.

For example, a renewal quote with quantity 5 already exists. During an asset-based operation, if the quantity is modified to 10, then the data is synced with the existing renewal quote and the quantity in the renewal quote also changes to 10.

Support for Simplified Adjustments and Enhanced Audit Trail

Adjustments are now simplified, allowing users to access and apply all defined adjustments, including manual, waterfall, and cart-based options, directly on line items. A new "Adjustment Audit Trail" flag stores all adjustment types, and you can sync adjustments.

Support for Auto Closure of Auto Renewal Quotes

Renewal Quotes that are of type “Auto Renew”=TRUE are closed automatically within 24 hrs of their expiry date. An order is created and a new renewal quote on top of the existing Accepted Renewal Quote is created.

When a quote is auto closed, ‘Is Auto Accepted’ flag is set to TRUE, which helps you identify a quote that is auto closed.

Support of Removing Line-Level Promotions and Coupons

You can now manually remove promotions and coupons from line items using a dedicated "Remove Promotion" option. This enhancement includes a pop-up for selecting and confirming the removal. The cart will automatically reprice after a promotion is removed, and you can re-apply the promotions from the apply promotion pop-up if needed.

For more information, see Pricing Features.

Support for Modifiable Usage Price Tiers with Decimal Entries

The Usage Price Tiers now auto-populate each new tier’s "From" value as one increment above the previous tier’s "To" value, accommodating decimal entries. With the "Is Usage Price Tier Modifiable" setting enabled, users can modify the "From" and "To" values within allowed tiers in the cart grid. Null entries in "To" are not permitted.

Support for Making Products Optional with Min/Max Validation Exclusions

You can now mark products as optional in CPQ, excluding them from minimum and maximum option group validations. Optional products and bundles allow adding non-priced items to quotes without triggering quantity requirements.

Support for Usage Price Tiers with Decimal and Null Values

The usage price tier feature now supports decimal values and allows null entries. When the "Is Usage Tiers Modifiable" setting is enabled, users can adjust the "To" field while the "From" field auto-populates based on the previous tier’s value.

Cart View: Group By Fields

You can specify the API names of the Lookup, Formula, and Text line item fields, which appear under the ‘Group By’ dropdown on the cart page.

For more information, see Cart Features.

Support for Marking Products and Bundles as Optional in Quotes

You can now mark products or bundles as optional, excluding their prices from the quote total while allowing non-priced items for customer review.