About Release Notes

Apttus Release Notes contain the following information about CPQ Spring 2020 Patch 5 Release on Salesforce.

For more information on new features, enhancements, and document improvements refer to

  • What's New in CPQ on Salesforce Spring 2020 User Guide or
  • What's New in CPQ on Salesforce Spring 2020 Administrator Guide or
  • What's New in CPQ on Salesforce Spring 2020 SOAP API Guide
  • Packages: Lists packages that are required to upgrade to this release of the product

  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information

  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Data Model Changes: Lists changes to the data model
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.


The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.


Latest Certified Version

(Version Name | Version Number)

Conga Approvals

(Required if you are using Approvals)

11.0.0114 | 11.114

Conga Base Library (New)

(Required if you are using Conga Configuration & Pricing) | 1.40.2

Conga CLM Configuration Integration

(Required if you are using CLM)

12.0.0130 | 12.130
Conga Configuration & Pricing (New)

12.0.1719.14 | 12.1719.14

Spring 2020 Patch 5

Conga Contract Lifecycle Management11.0.0519 | 11.519
Conga CPQ Api12.0.0100 | 12.100

Conga CPQ Approvals

(Required if you are using Approvals on CPQ objects)

11.0.0016 | 11.16

Conga CPQ Setup

(Required if you are using CPQ Admin Console) | 12.54.2

Conga Deal Maximizer Setup

(Required if you are using Deal Maximizer)

7.5.0046 | 7.46
Conga Order Management1.0.0000 | 1.0

Conga Promotions

Required if you are using Promotions)

1.0.0000 | 1.0
Conga Quote Approvals6.5.0004 | 6.4
Conga Quote Asset Integration6.5.0014 | 6.14

Conga Quote CLM Integration

9.0.0055 | 9.55

Conga Quote Configuration Integration

(Required if you are using CPQ and Proposal Management)

12.0.0324 | 12.324

Conga Quote DocuSign Integration

(Required if you are using DocuSign)

4.0.0021 | 4.21

Conga Quote EchoSign Integration

(Required if you are using Adobe Sign)

2.0.0014 | 2.14

Conga Quote Management

(Required if you are using Proposal Management)

10.0.0210.2 | 10.210.2

Before installing or upgrading Apttus managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Managed Packages Dependency Matrix

System Requirements and Supported Platforms 

The following table lists the minimum requirements for installing and using CPQ on Salesforce.

System RequirementMinimum Supported Version
Operating SystemStandard Salesforce.com requirements. See Salesforce PDF.
Apttus supports the following browsers:
  • Microsoft Edge
  • Google Chrome

Apttus recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

Microsoft Office
  • Microsoft Word 2007 with Service Pack 2 plus hotfix package 976477 (Word 2007 version number must be greater than 12.0.6520.4999)
  • Microsoft Word 2010 (32-bit & 64-bit)
  • Microsoft Office 2019, 2016, 2013, and desktop version of Office 365

Apttus recommends the latest Microsoft Office Suite for the best performance.

Upgrade Notes

For more information on the prerequisites and post-upgrade tasks, see Upgrading Apttus CPQ in CPQ on Salesforce Spring 2020 Administrator Guide.

New Features 

There are no new features in this release. Keep checking the Apttus Documentation Portal for new updates.


The following section describes an existing feature that is changed (or are no longer supported) in this release.

Search Optimization for the Installed Products Page

In this release, you can see 20,000 records when you perform a search on the Installed Product page (increased from the earlier limit of 5,000 records). A record is the primary line at a standalone or a bundle product. The 20,000 limit does not count charge types, ramp lines, or option lines.

The Advanced Search on the Installed Products page has been enhanced to improve the efficiency either by filtering the results from the Search Products (global search) or by directly applying the Advanced Search that retrieves 20,000 records as applicable to the filters.

Get Started

For more information, refer to Searching Assets in CPQ on Salesforce Spring 2020 User Guide.

Data Model Changes

There are no data model changes in this release.

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberApttus Internal IDDescription
00102312CPQ-43714After getting a validation error, you could not change anything on the Cart to resolve the error.
00101577CPQ-43270After CPQ validated cart line items using Validation Callback, if the Cart was blocked, you could not do anything on the Cart because no options were available there.
00101411CPQ-43133When you were revalidating the Cart, the spinning wheel appeared twice. There was an interval between two spinning wheels. You could perform another action in that interval time.
00099873CPQ-43091You got an error message that configuration was still pending for the product though the action of the Constraint Rule was triggered.
You could not solve that configuration issue and finalize the proposal.
CAS-02108-J5N4L6CPQ-35028CPQ displayed a custom button as URL in the Incentives View mode.

Known Issues 

The following table provides the cumulative list of known issues up to this release. 

Apttus Internal IDDescription
ASSETS-1636After you have renewed an asset with a one-time primary line when you perform Change: Config action, an incorrect Delta Price and Net Price are calculated on the cart.
ASSETS-1724Config asset pricing criteria are not functioning on a single ramp renewed line (renew one ramp = true).
ASSETS-2574Values are not proper for flat price incremented and merged lines on the user interface popup for the Projected Asset Value API.
ASSETS-2970CPQ does not cascade the option quantity during split actions to the options on the Cart page.
CPQ-11829If the option group is single-select and requires the selection (min:1, max:1), you cannot make it optional from the configuration page but can make it optional from the cart. You can notice the same behavior when options required by default.
CPQ-37247When you renew service and add new equipment, Apttus CPQ displays 0 as Weightage Amount on the related line item pop-up.
CPQ-37251Unit Of Measure conversion is not working for Price Ramps.
CPQ-37257In the Service CPQ flow, when you reconfigure a finalized service cart, Apttus CPQ does not display the info message regarding service products auto-included via an inclusion constraint rule.
CPQ-37233Apttus CPQ does not disable the products that are already associated with the category from the all products list on the Associated Product section in Catalog.
CPQ-37437When you click the name of the parent category from the left-hand side panel on the Catalog page, you are redirected to the home screen of the Catalog page instead of the parent category.
CPQ-37445Apttus CPQ does not update the price of an option when the price is based on an attribute value until you select another option.
CPQ-38515If the options in a sub-bundle are auto-included based on the value of an attribute using the inclusion type constraint rule, Apttus CPQ does not remove the options from the sub-bundle when you change the value of the attribute and constraint condition is no longer valid. This happens when Is Bundle Context is selected.
CPQ-38642On the exclusion prompt to exclude options, when you select options and click Remove Option, Apttus CPQ does not remove the selected options from the exclusion prompt and displays an error on the configuration page. However, the selected options are cleared on the Configuration page. This happens when constraint rules are executed on the server-side.
CPQ-39427When you define Min/Max Applies To field as Base Price, Apttus CPQ restricts the net adjustment instead of the Base Price.
CPQ-39362In Client-Side Constraint Rule, only one condition statement with product scope is supported on the client-side when you enabled Repeat Inclusion in Match in Condition.
CPQ-39699When you select Enable Auto Reprice in Config System Properties, you are unable to apply % Discount Effective, % Markup Effective, and Price Factor Effective adjustments on totals on the Cart page.
CPQ-39772Apttus CPQ does not execute constraint rules properly when Is Bundle Context is selected and the bundle and its sub-bundle have the same options.
CPQ-39900If the options in a sub-bundle are disabled based on the selection of another option using the exclusion type constraint rule, Apttus CPQ does not enable the options when the condition is no longer valid. This happens when Is Bundle Context is selected.
CPQ-40101Min/Max adjustment fields are not available on the CPQ Admin user interface.
CPQ-40128Apttus CPQ does not reprice the cart after the inclusion type constraint rule is deactivated and the auto-included products are removed from the cart. You are able to finalize the cart with an incorrect price.
CPQ-40173Match in Cart Options for exclusion type constraint rules are not working on the server-side.
CPQ-40238When you add a product again in the inclusion prompt after removing it once and if the product belonged in a Product Group, Apttus CPQ does not allow you to finalize the cart.

When you clone a quote using the Clone (with Line Item) button right after you finalize the cart, the newly cloned quote page does not load.

Workaround: In buttons like Configure Products and Clone(with Line Items), add a validation check in the formula of the buttons to disable or hide these buttons till the IsTaskPending flag is set to false.


When you define a price list item with Price Method as Related Price and define values in the Related Pricing section on the Price List Item Details page, CPQ does not calculate prices according to the values in Related Pricing on the cart.

Workaround: Use the fields Related Adjustment AmountRelated Adjustment Applies To, and Related Adjustment Type on the Price List Item Details page to define the related pricing.

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