Enhancements to the Cart Lock

When the cart is locked during catalog browsing, you can still search and browse categories but cannot add or configure products. The "Add to Cart" and "Configure" options, along with product checkboxes, are disabled by default.

For more information, see About Cart Locking for Concurrent Access.

Support for Lookup-Type Attributes in Pricing Configurations

Charge type criteria, condition-based price rules, and price matrices now support lookup-type attributes. This enhancement automatically evaluates using the "Name" property of the lookup field, improving flexibility in pricing configurations.

Enhancement to the Cart Lock

When you enable the cart locking, others can only see the cart in a read-only mode where they can see the Close option in the drop-down along with the Request Edit Access and Claim Edit Access buttons.

For more information, see About Cart Locking for Concurrent Access.

Configuring Price Included in Bundle via API

The Create product option prices API now removes error messages when "Price Included in Bundle" is set to TRUE for any option. It also resets "Adjustment Type" to "Price Override" and "Adjustment Amount" to 0, simplifying configurations automatically.

POST /api/revenue-admin/v1/product-option-prices

For more information, see Create product option prices API.

Support for Retrieving Price Waterfall Data for Multiple Line Items via API

A new waterfall API now retrieves price waterfall details for all line items in a single call, significantly reducing load times for large carts. This improvement enhances performance and ensures timely data access before launching foundation exports in the XAE App.

GET api/cart/v1/carts/{cartsId}/waterfallchart

For more information, see Developer Hub.

Enhancements to the CPQ UI

The CPQ UI now includes these enhancements to enhance the presentation of the quote or proposal:

• Deleting a single document option in the "Send for Review" grid.
• Adjustable field widths to fully display document names and reduce the version column width.
• The "To" field auto-populates with the primary contact's email from the quote (if set); otherwise, it remains blank.

For more information, see Presenting Quotes.

Ability to Control Cart Locking

The following enhancements are new to the Cart locking feature:

• You can deploy the DC and CPQ in the same tenant, and the feature settings are now at the tenant level.
• You can control the cart locking or unlocking functionality.
• To control this feature, all APIs accept a header called AcquireLock with true or false values:
  • If AcquireLock is not provided, it defaults to false, and the API ignores cart locking or unlocking even if the feature is enabled.
  • If AcquireLock is true, the cart locking or unlocking logic is respected, but only if the feature is enabled.
  • If AcquireLock is false, the API ignores cart locking or unlocking, regardless of the feature being enabled.

This enhancement allows flexibility for custom integrations and approval systems, where the cart lock or unlock logic can be bypassed without additional steps.

For more information, see Cart APIs.

Enhancement in Adjustment Lineitem Record via Incentives API

The revenue-admin/v1/incentive API now includes additional incentive information in the Adjustment Lineitem record such as AutoApply, Description, Name, and ExpirationDate. Please note that for other types of adjustments, these fields will appear blank.

For more information, see Retrieve Incentives.

Enhancement to the Catalog Search Page

The catalog search now defaults to "All Products" if no specific category is set in the Search Category Default setting. This aligns with Salesforce functionality, allowing options like AllProducts, AllCategories, or a defined category name (without spaces). When Setting a default search category overrides "All Products" and loads the catalog within that category by default.

For more information, see Catalog Features.

Ability to Set Default Read Only Mode Display Actions

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. You can now configure the display actions (RequestEditAccess and RequestEditAccess) to display on the cart in the read-only mode. To achieve this, you must configure the required actions by invoking Add a configuration or Updating a configuration APIs.

For more information, see Add a configuration or Updating a configuration APIs.

Enhanced Price Ramp Behavior for Consistent Pricing Calculations

Conga Platform now aligns price ramp behavior with Classic CPQ Pricing. When ramp line dates overlap, the second ramp line displays the correct pricing values instead of defaulting to zero to ensure consistent pricing calculations.

Enhanced Error Handling and Validation on Price Waterfall Page

The Price Waterfall UI page now displays error messages from the Adjustments API when an invalid override adjustment value is entered. Additionally, the save button is disabled until all required fields are completed, and empty line item field sections are automatically hidden.

For more information, see Creating Price Waterfall Ruleset Entry.

Support for Fetch and List Quotes Associated with Rebate Program via Admin API

The Admin API now allows to fetch and list quotes associated with a rebate program by providing the program ID. You can search, sort, and view detailed quote information, with pagination support included.

GET/api/rebates-admin/v1/rebates/{rebateId}/quotes

For more information, see Developer Hub.

Customization of Fields in Collaboration Modal

Administrators can now define which fields appear in the Collaboration modal, including fields from the Collaboration Request object and Line Items. This customization improves the cart collaboration experience by controlling which details display in each tab.

Support for Default Collaborator Type in Collaboration Modal

Administrators can now set the default collaborator type (User or Queue) for the RecordOwner in the Collaboration modal. This allows customization of the default value in the UI.

UI Enhancements: Lookup Field Settings with Filter Criteria Option

• The labels under Global Settings have been updated.
  Lookup Fields → Lookup Field Settings and New Lookup Field → New Lookup Field Settings
• The "Add Criteria" option is now available to add a filter criteria in the Lookup field settings.

For more information, see Lookup Field Settings and Creating a New Lookup Field Setting.

Enhancement to the Cart Locking and Unlocking

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, all other others can only see the cart in read-only mode. When you unloack the cart, all awaiting users receive an email notification stating the cart is unlocked.

For more information, see About Cart Locking for Concurrent Access.

Support for Field Value Data Types in Criteria across Multiple Objects

CPQ now supports the expected field value data types for criteria across various objects and pages, including Price Rulesets, Matrices, Price Waterfall, Price List Items, Guidance Rules, and Promotions.

Support of Sync of Renewal Quote on Update of Assets

When Renewal Execution Mode is Auto and OnDemand, the following scenarios are supported:

• Change in Quantity: 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. Incremented and Merged, new quantity, new date are reflected on the existing Renewal quote. Any manual renewal on assets that are part of renewal quotes is also synced to the renewal quote. The renewal date on existing renewal quote is updated with the new date.
• Changed Configuration lines: Changed Configuration lines with new date are synced to the existing renewal quote and the renewal date is updated accordingly. Upgraded lines create a new renewal quote.

For more information, see Renewal Settings.

Import and Export Support for Attribute Value Matrices

Administrators can now import and export Attribute Value Matrices using CSV files.

Applying Unique Identifiers to Cloned Products in Bundles

Administrators can now define unique identifiers for cloned products, allowing for clearer differentiation between multiple instances of sub-bundles within a bundle. This enhancement simplifies management of complex bundles and helps prevent confusion during configuration.

Support for Wildcard Entries ("*") in Matrices, Rulesets, and Waterfall Rules

Administrators can now define wildcard entries ("*") in matrices, rulesets, and waterfall rule entries. This allows rules to apply to all values within a specified dimension or condition.

For more information, see Creating a Price Dimension and Creating Price Rule Entries.

Ability to Customize the Quote Details page using CX Studio

You can customize quote layouts for different quote types using CX Studio. This enables you to make specific fields available based on the quote type during creation, viewing, and updating.

For more information, see Editing the New Quote Pop-up Layout.

Enabling 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 save, finalize, abandon, or close the cart actions.

To achieve this, ensure that the EnableCartLockingForConcurrentAccess flag is set to true. To view the flag value, Invoke the Get a configuration API by passing CPQ as a category and featuresettings as a value. To update the flag value, Invoke the Update a configuration API.

For more information, see About Cart Locking for Concurrent Access.