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

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.

Admin Services for Conga Platform

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

  • GET/visibility-rule/{visibilityRuleId}
  • GET/visibility-rule
  • DELETE/visibility-rule/{visibilityRuleId}
  • POST​/price-lists​/{priceListId}​/prices

For more information, see Catalog Setup APIs and Pricing 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 APIs are new in this release:

  • POST/carts/{cartId}/quote
  • GET/quotes/{quoteId}/carts/active
  • POST/carts/{cartId}/clone

For more information, see Cart APIs.

Custom Settings to Configure Flows for CPQ on Conga Platform

Implementation teams can use the following new APIs to configure the actions, field displays, and settings for each flow, to customize the CPQ application.

  • PUT/flows/{flowName}/settings/{settingName}/{childSettingName}
  • GET/flows/{flowName}/settings/{settingName}/{childSettingName}
  • PUT/flows/{flowName}/actions

For more information, see Settings APIs.

New Operators in Charge Type Criteria

The following operators are new in Charge Type Criteria for creating a price list item:

  • Contains
  • Does not contain
  • Starts with

For more information, see Pricing Setup APIs.

Enhancements

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

Adding Line Items to Cart

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

  • Constraint rules on a product
  • Constrain rules on a product group.
  • Constrain rules on a product family.
  • Constrain rules for bundles associated with a product family.
  • Constrain rules on criteria.
  • Constrain rules on the fieldset.

For more information, see Cart APIs. 

Retrieving Cart Line Items

While searching for line items associated with the cart ID, you can now retrieve cart line items based on advanced search filter criteria. You can search based on Text, Number, Date, Pick list, and Lookup field values.

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 the Filter and Includes query parameter to deepen your search by passing the categories and pricelist items.

For more information, see Catalog APIs.

Passing Information to the Quote

After checking out a cart and generating a new quote, you can now pass information to be added to the newly generated quote.

For more information, see Cart APIs. 

Creating Flows with Custom or Default Custom Setting Values

You can create custom flows with the default custom setting values or you can provide overrides to define custom values in Custom Settings.

For more information, see Settings 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: CPQRLPJAN23RN20230106