In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga CPQ on Conga Platform April '23 release. For documentation updates, see What's New in CPQ on Conga Platform.

This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.

Packages 

There are no packages required for Conga CPQ on Conga Platform.

New Features

The following features are new to Conga CPQ on Conga Platform in this release.

New Features in Revenue Admin UI

  • Create, view, search, edit, delete constraint rules
  • View and update constraint rules for a product group
  • View constraint rules for a product
  • Associate categories with a price list
  • View product categories
  • View product's categories from price lists and products
  • View, search, sort, filter, and update price lists
  • Create price list items under price lists and products
  • Search product groups from the product group list
  • Create, view, search, and update option groups
  • Add additional fields to list views
  • View and add additional information of the product using the layout builder

For more information, see Product Administration and Pricing Administration.

Cart Services for Conga Platform

Implementation teams can use these APIs to build a cart as necessary to prepare a product configuration by providing relevant details. These APIs also enable actions on the cart object to create favorites on the cart page and retrieve status of the cart. The following API is new in this release:

  • GET /api/cart/v1/carts/{cartId}/status
  • POST/api/cart/v1/favorites
  • GET/api/cart/v1/favorites/{Id}
  • POST/api/cart/v1/favorites/{Id}/publish
  • DELETE/api/cart/v1/favorites/{Id}
  • POST/api/cart/v1/favorites

For more information, see Cart APIs.

New Deal Maximizer Services for Conga Platform

Implementation teams can use these new admin services to build the admin functionalities necessary to configure deals. The following APIs are new in this release:

  • DELETE/dimension-sets/{dimensionSetId}/dimensions
  • GET/dimension-sets/{dimensionSetId}/dimensions
  • GET/rules/{ruleId}/entries
  • DELETE/rules/{ruleId}/entries
  • DELETE/rules
  • PATCH/rules/{ruleId}/entries
  • GET/rules
  • DELETE/rules
  • PATCH/rules

For more information, see Deal Maximizer Setup APIs.

Support for Basic and Advanced Search filters on the Cart page

The cart page is now enhanced with basic and advanced search filters through which you can search or filter cart lines and proceed with proper cart actions.

Support for Copying Line or Product on the Cart

In this release, The Copy cart lines feature helps you to copy the existing cart line. This reduces the additional steps of adding and configuring the same product.

Support for Defining and Creating Cart Views

In this release, you can manage the custom views on the cart page. This enables you to view the cart page as per your requirement. 

Support for Search, Browse, and Publish Favorites on the Catalog page

In this release, you can retrieve and display the favourites for a price list item based on your requirement and the retrieved favorite can then be used for a different quote if required on the Conga platform Admin UI. 

Enhancements

This section describes the existing features that are changed in this release.

Enhancement to the Progress Bar on the Cart Page

The progress bar is now enhanced to display the relevant messages on the cart now on loading a saved cart and navigating between the mini cart, config page, and main cart. 

Retrieve Cart Favorites

You can now retrieves the list of favorites associated with a specific price list. You can refine and narrow down the search using a few parameters. The retrieved favorite can then be used for a different quote of required. 

For more information, see Catalog APIs.

Validate Cart Finalization on Check Out Quote

When a cart is checked out to create a new quote/proposal, this API validates all the required configurations. If any condition is not met, the cart is not finalized, and the quote/proposal is not created.

For more information, see Cart APIs. 

Retrieve Cart Status

While retrieving the latest active cart for a given quote/proposal, in the case of an existing cart, the cart status is Saved and the cart ID is returned.

For more information, see Cart APIs.

Add or Update Cart Line Items

While adding and updating cart line items, the following are validated during runtime:

  • Validation constraint rules with multiple condition statements and action statements on product group, product family, and across different option groups belonging to different bundles.
  • Message validation constraint rule on the product. 
  • Validation constraint rule for a product’s Check on Finalization action.
  • Display error message when the minimum and maximum number of options for an option group when adding options to a bundle is not correct. 
  • Attribute rules on products. 
  • Product pricing and summary group calculation and summary group calculation on custom fields.

For more information, see Cart APIs.

Enhanced POST/rules Deal Maximizer API

The POST/rules API is enhanced in this release to update rule scope and criteria.

For more information, see Deal Maximizer Setup APIs.

Data Model Changes

There are no Data Model Changes required for Conga CPQ on Conga Platform.

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.

DOC ID: CPQRLPAPR23RN20230407