In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga CPQ on Conga Platform February '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.

Integrating CPQ with the Conga Platform

CPQ integration with the Conga Platform streamlines the Configure, Pricing, and Quoting process. This integration delivers increased sales and improved margins by automating the configuration and pricing of complex products and services. In this release, the integration for the following modules is introduced. 

  • Cart Service Integration
  • Catalog Service Integration
  • Config Service Integration
  • Pricing Service Integration

For more information, see Integrating CPQ with Conga Platform and Supported Features in CPQ.

Admin 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:

  • POST/dimensions
  • GET/colorbands
  • POST/colorbands
  • PATCH/colorbands
  • DELETE/colorbands
  • GET/colorbands/{colorbandId}
  • POST/colorbands/{colorbandId}
  • PATCH/colorbands/{colorbandId}

For more information, see Deal Setup APIs.

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 activate and price the product configuration. The following API is new in this release:

  • POST/carts/{cartId}/finalize

For more information, see Cart APIs.

Enhancements

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

Creating a Cart

As a part of creating a cart, if there is a master price list (Based on the price list) and a child price list, CPQ gives precedence to the child price list first and then to the master price list.

Adding Line Items to Cart

As a part of adding line items to the cart, the following will also be captured:

  • The minimum and maximum options for an option group.
  • The minimum and maximum total quantity for an option group
  • All the product configurations that are defined

Also, when you add a price matrix of “Cumulative” type is created, CPQ creates price breakup records on the line item object. 

For more information, see Cart APIs. 

Updating Line Items to Cart

While updating line items in the cart, now you can pass the line sequence field to change the sequence of the cart line items. 

For more information, see Cart APIs. 

Checking out Cart to Create Order

While checking out a cart to create an order, now you can check out the cart even if it is not finalized. 

For more information, see Cart APIs. 

Applying Search Filter to Catalog

While using search filters in the catalog to retrieve one or more products, you can now use a custom multi-picklist field to deepen your search.

For more information, see Catalog APIs.

Applying Typeahead Search to Catalog

While searching the catalog, you can now use the Typeahead search method to predicts search results and gives users suggestions when they enter one or more letters related to their search. 

For more information, see Catalog APIs.

Support for Custom Fields Used as Charge Type Criteria

You can create a charge type criteria using a custom field that is created on the Line Item Table or Product Attribute Table. When the condition of charge type criteria is fulfilled, it will be displayed on cart.

For more information, see Pricing Setup APIs.

Enhanced Support for Based On Price List

When a Based on Price List is passed while creating a quote, that API returns the Primary Price List’s PLI products while configuring the Catalog.

For more information, see Pricing Setup APIs.

Price Breakup Support for “Cumulative” Price Matrix

For a price matrix of “Cumulative” type, the price breakup information is displayed on the line item object or adjustment line item object on the cart.

For more information, see Pricing 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: CPQRLPFEB23RN20230208