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This release note contains the following information about the Conga CPQ Spring '21 release.

  • 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

For more information on new features, enhancements, and document improvements refer to What's New in CPQ Documentation.

Packages 

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 sections. The packages marked as (New) are new packages in this release.

Product

Latest Certified Version

(Version Name | Version Number)

Conga Approvals (New)
(Required if you are using Approvals)
12.0.0221 | 12.221

Conga Base Library (New)

(Required if you are using Conga Configuration & Pricing)

2.0.150 | 2.150

Conga CLM Configuration Integration (New)
(Required if you are using CLM)
13.0.0154 | 13.154
Conga Configuration & Pricing (New)

13.0.1882 | 13.1882

Conga Contract Lifecycle Management (New)12.0.0605 | 12.605
Conga CPQ Api (New)13.0.0120 | 13.120
Conga CPQ Approvals (New)
(Required if you are using Approvals on CPQ objects)
12.0.0020 | 12.20
Conga CPQ Setup (New)
(Required if you are using CPQ Admin Console)
13.0.97 | 13.97
Conga Deal Maximizer Setup
(Required if you are using Deal Maximizer)
7.5.0050 | 7.50
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 (New)

10.0.0069 |10.69 
Conga Quote Configuration Integration (New)
(Required if you are using CPQ and Proposal Management)
13.0.0354 | 13.354
Conga Quote Management (New)
(Required if you are using Proposal Management)
11.0.0242 | 11.242

Before installing or upgrading Conga 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.

For more information on installing Conga managed packages, refer to Installing CPQ Packages. For more information on upgrading Conga managed packages, refer to Upgrading CPQ.

System Requirements and Supported Platforms 

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

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

Conga 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

Use the latest Microsoft Office Suite for the best performance.


Upgrade Notes

For more information on the prerequisites and post-upgrade tasks, see Upgrading CPQ.

Before you upgrade the CPQ packages in your org to Spring '21, please note the following points:

  • If the CPQ package in your org is on the Spring '20 or earlier release, you must upgrade it to the latest Winter '20 patch (Winter20.02.26 or later) before upgrading it to Spring '21.
  • If the CPQ package in your org is on the latest Summer '20 patch (Summer20.02.26 or later) or the latest Winter '20 patch (Winter20.02.26 or later), you can directly upgrade it to Spring '21.


New Features 

The following features are new to CPQ in this release.

Introducing Enterprise as a QTC Profile Value

In this release, CPQ introduces Enterprise as a new QTC Profile value for customers who use TurboPricing. CPQ can process a maximum of 2000 lines in a single cart (without splitting the cart into smaller chunks). Sales Representative can now select the QTC Profile as Enterprise during quote creation. CPQ uses TurboPricing to process cart pricing and performs the downstream operations of finalizing the cart, creating an agreement (single agreement), creating an order (single order), and creating assets in asynchronous mode. 

Get Started

For more information, see Enabling Enterprise as a QTC Profile Value.

Ability to Create Coupons for Incentives using API

In this release, CPQ allows you to create coupons for an incentive using the createCouponsForIncentives API. CPQ creates coupons in sync or async mode based on the number of coupons generated.

Get Started

For more information, see Creating Coupons for Incentives.

Enhancements

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

Support for the Product Attribute Value Extension Object in Document Generation 

In this release, CPQ allows you to use the attributes defined in the Product Attribute Value Extension object in Document Generation from the quote.

Get Started

For more information, see About Product Attribute Value Extensions.

Ability to Hide Option Groups with Hidden Options

In this release, CPQ hides option groups on the Configuration page if all the options in that group are hidden based on Exclusion type Constraint Rules or Option Filter Callback class.

Get Started

For more information, see Option Filter Callback Class.

Faster Display of Email Templates

In this release, CPQ displays email templates faster on the Documentation Generation page. Earlier, CPQ took more than 45 seconds to load the email templates before you can select them.

Ability to Display Adjustments to Options in Bundle and Summary Group Net Adjustment %

In this release, CPQ reflects the adjustments you applied on the options at the bundle and summary totals level. The administrator must add a new admin setting APTS_RollUpOptionNetAdjustment and define the value as True.

Get Started

For more information, see Configuring Option Net Adjustment Rollup to Bundle and Pricing Products.

Ability to Filter Products by Product Codes in the Benefits Section

In this release, CPQ allows you to filter products by their codes in the Benefits section. You could filter products by their names in the Benefits section so far.

Get Started

For more information, see Defining the Benefits of a Promotion.

Ability to Populate Incentive Codes for Lines with 0$ Price

In this release, if there are line items with $0 price but eligible for promotions, CPQ still populates incentive codes for those line items.

Get Started

For more information, see Applying Promotions on Line Items in the Cart.

Ability to Apply Buy X Get Y Promotions on Multiple Line Items of Y Products

In this release, CPQ allows you to apply promotions on multiple line items of benefit products (Y) in Buy X Get Y scenarios.

Get Started

For more information, see Applying Promotions on Line Items in the Cart.

Enhancements to the getIncentivesForCart API

In this release, CPQ allows you to retrieve incentives for bundle line items in a specific cart.

Get Started

For more information, see Retrieving Incentives on the Cart.

Ability to Search for the Existence of a Custom Field in CPQ Objects

In this release, CPQ allows you to retrieve the list of objects in which a specific custom field is used. You can use the findCriteriaFieldInCustomSettings global method to retrieve such a list.

Get Started

For more information, see Searching Custom Fields in Objects.

Support for Pagination for a Large Number of Assets

In this release, CPQ supports pagination for large number of assets on the Installed Products page.

Get Started

For more information, see Searching Assets.

Flexible Adjustment of Billing Schedules

In this release, CPQ introduces a new field Single Transaction Adjustment on the proposal, agreement, and order objects to control the adjustment of billing based on the context in which the discount is applied. When a Sales Representative selects this checkbox on a proposal, billing schedules are adjusted from the start of the contract term.

Get Started

For more information, see Creating Quotes from Opportunities.

Confirmation Pop-up on Config Settings Page

In this release, CPQ displays a confirmation pop-up when you define or update values in Config Settings. You can also use the pop-up to navigate to the Custom Setting Maintenance Job because it is required to execute the batch job after any change in Custom Settings.

Get Started

For more information, see Running Maintenance Jobs.

Async Pricing for Regular Cart

In this release, CPQ allows you to process pricing async mode for a regular cart. You can click Submit For Pricing(Async) on the Cart page.

Get Started

For more information, see Pricing Products.

Ability to Sync Proposal Line Items and Opportunity in Smart Cart

In this release, CPQ allows you to synchronize proposal line items with the associated opportunity in a Smart Cart flow. You can manually or automatically sync the line item on the configuration defined by the administrator.

Get Started

For more information, see Tasks Available in the Smart Cart Flow.

Ability to Preview Files

In this release, CPQ allows you to preview Files on the Doc Gen Wizard page. When you enable the Enable Files setting, you can preview the files by clicking the thumbnails to preview PDF files on the Doc Gen Wizard page.

Get Started

For more information, see Using Proposal Document Generation.

Enhancements to Fast Doc Gen

In this release, CPQ enhances document generation using the Send Proposal button. When you enable the Enable Fast Doc Gen setting, CPQ generates a default document automatically on the Doc Gen page based on the template defined in Query Template Filter and the Default Template Name setting.

Get Started

For more information, see Configuring Document Generation for Quote.

Ability to Define Threshold Limit for Constraint Rule Maintenance Job

In this release, CPQ enhances the execution of the Constraint Rule Maintenance Job. When you executed this job for a large number of constraint rules, CPQ encountered governor limits. Now, you can define a threshold percentage which when exceeded, CPQ divides the maintenance job into batches and continues to execute the job without hitting governor limits. You can use the CR Maintenance Governor Limits Threshold setting in Config System Properties.

Get Started

For more information, see Configuring Custom Settings.

Support for Match in Service Assets Match Condition

In this release, CPQ enhances the Client-Side Constraint Rule with a new matching condition that is Match in Service Assets. You can use this functionality to apply constraint rules services in Service Catalog.

Get Started

For more information, see Creating Constraint Rule Conditions.

Optimized Lookup Column Population on Cart

In this release, CPQ is enhanced for improved performance by optimizing the population of columns with lookup fields on the Cart page. By default, CPQ pre-populates certain values in the lookup columns and you can enable the optimized population of lookup fields on the Cart page using Enable Quick View in Config System Properties. When the setting is disabled, you must search for the values in the column to select the desired value on the Cart page.

For more information, see Viewing the Cart in Grid View.

Enhancement to Is Optional Checkbox

In this release, CPQ enhances the Is Optional checkbox allowing you to edit the checkbox of the radio button option group where the parent bundle is optional.

For more information, see Configuring Products from the Catalog.

End of Life for Certain Features

Guided Search

From this release, CPQ no longer supports the Guided Search feature.

Data Model Changes

The following objects and fields are introduced to or changed in the system or data model in this release.

ObjectFieldsDescriptionSystem/UserNew/Changes
Agreement
Represents an agreement in the system.
Changed

Single Transaction AdjustmentIndicates whether single transaction adjustment is in effect for the agreement.UserNew





Billing Preference


Represents a functional preference for billing purposes.
Changed

Billing Day Of WeekThe billing day of the week. Indicates the starting day of the week for which billing happens.UserNew





Collaboration Request
This object will persist information for quote collaboration tasks and will be used to relate the parent configurations and its related child configurations.
Changed

Bill ToID of the bill to account.SystemNew

Configuration Effective DateThe configuration effective date.SystemNew

DescriptionThe order description.UserNew

Legal EntityID of the legal entity associated with the order. This links the asset to a legal entity and will be used for downstream billing and revenue functions.UserNew

LocationID of the associated account location.UserNew

Order DateThe order date.UserNew

Order End DateThe date at which the order ends.UserNew

Order Start DateThe date at which the order becomes effective.UserNew

Payment TermID of the payment term associated with the order.UserNew

PO DateThe purchase order date.UserNew

Pricing DateThe pricing date. The product list price is determined based on this date.UserNew

Primary ContactID of the primary contact associated with the order.UserNew

Purchase IdentifierThe default purchase identifier associated with the orderPurchase Order ID of the associated purchase order.UserNew

Ready For Activation DateThe date the order is ready for activation. The order is activated on this date.SystemNew

Ready For Billing DateThe date when the order is ready for billing. The billing schedules are created on this date.SystemNew

Ready For Revenue Recognition DateThe date when the order is ready for revenue recognition. The revenue schedules are created on this date.SystemNew

Related OpportunityID of the related opportunity.SystemNew

Ship ToID of the ship to account.SystemNew

Single Transaction AdjustmentIndicates whether single transaction adjustment is in effect for the order.UserNew

Sold ToID of the sold to account.UserNew

TypeThe type of order.UserNew





Constraint Rule Condition
Captures information about condition of a constraint rule. In order for a rule to trigger all or some of the rule conditions should be true and the combining expression should be true.


Match In Service AssetsConditions are evaluated against services assets.User





Incentive
Represents an incentive associated with one or more products.
Changed

Max PointsThe maximum loyalty points that may be accrued for an enrollment in the loyalty program.UserNew





Incentive Loyalty Enrollment
Represents a single customer enrollment into an incentive loyalty program.
Changed

Max PointsThe maximum loyalty points that may be accrued for the enrollment.UserNew





Order
Represents an order associated with an account.
Changed

Single Transaction AdjustmentIndicates whether single transaction adjustment is in effect for the order.UserNew





Quote/Proposal
Quote/Proposal object which holds dates and line items, many quotes/proposals may be related to a single opportunity, a quote/proposal may have many detail lines.
Changed

Single Transaction AdjustmentIndicates whether single transaction adjustment is in effect for the quote/proposal.UserNew





Price Rule 
Represents a single rule in a price ruleset.
Changed

Price Waterfall Metric Field Name

Name of the LineItem field used as a Price Waterfall Metric.UserNew





Price Ruleset
Represents a rule set that contains the list of rules to modify prices of products the organization sells.
Changed

End Price Point IdRecord Id of the ending Price Point for this Waterfall.SystemNew

Parent Price Pipeline IdLookup to the Price Pipeline to which this Price Waterfall belongs to.SystemNew

Start Price Point IdRecord Id of the starting Price Point for this Price Waterfall.SystemNew





File Split
Contains information of files split from a large file.
New

Original FileID of the original file.SystemNew

Primary ObjectID of the primary object associated with the File.SystemNew

Primary Object TypePrimary object associated with the File.SystemNew

Secondary ObjectID of the secondary object associated with the File.SystemNew

Secondary Object TypeSecondary object associated with the File.SystemNew

SplitFile ID of the split file in File object.SystemNew

Resolved Issues 

The following table lists the issues resolved in this release.

Case NumberConga Internal IDDescription
NACPQ-36952CPQ displayed empty option groups even when Option Filter Callback Class hid or disabled all the options in the options groups.
NACPQ-37800

CPQ took more than 45 seconds to display email templates on the Doc Gen page.

Resolution: CPQ performance is enhanced to display email templates faster.

NACPQ-38539/CPQ-46417CPQ encountered governor limits when you executed the Constraint Rule Maintenance batch job. This happened when there were a large number of constraint rules.
00092600

CPQ-39976

CPQ displayed a revalidation error on the Cart page when you added products from the custom catalog. This happened even the Is Custom Pricing field was set to true for the line items.
00105957CPQ-41922In Smart Cart flow, Auto Sync with Opportunity did not work.
NACPQ-42757You had to perform multiple steps to generate documents even when fast doc gen was enabled.
NACPQ-44091CPQ did not display the complete name of the category on the Catalog page when the name was longer than the row width.

00103927 / 00099061

CPQ-44426 / CPQ-42328When you enabled Files in the org, CPQ did not display previews on the Doc Gen page.
NACPQ-44330The Cart page slowed down because CPQ loaded all the lookup field values.
00104232CPQ-44583When you deep-cloned a quote with more 10000 records in the Applied Rule Info, CPQ encountered Apttus_QPConfig:Too many DML rows: 10001 error.
00104458CPQ-44837When you performed a change or split operation on assets, CPQ did not enable action buttons if Cart was validated using Validation Callback Class.
NACPQ-45533The Rest API for Change Assets did not support sub-bundles.
NACPQ-45642CPQ did not support async pricing for the regular cart.
00106801CPQ-45663You could not apply Buy X Get Y promotions on multiple line items of Y products.
NACPQ-45740CPQ did not display translated product names on the Installed Product page.
00107590CPQ-45874CPQ did not display incentives for line items with 0$ price.
00101542CPQ-46475You could not filter products by product code in the Benefits section while defining promotions.
00108537CPQ-46546CPQ did not display all the assets on the Installed Products page.
NACPQ-46688When you added line items to the cart using an API, CPQ did not execute constraint on the all the line because line existed on different pages in a paginated cart.
NACPQ-47007On the Cart page, CPQ did not carry forward the auto-included products to the pricing cart even after you completed pricing. The validation message to calculate pricing on the Related Line Item page.
00110951CPQ-47446CPQ enabled you to edit the Optional field on the Configuration page even when the only option available was mandatory.


The following table lists the known issues resolved from the previous release.

Conga Internal IDDescription
CPQ-46124With a single renewal option, you could navigate to the Confirm Renewal intermediate page when the renewal association alert message was displayed.
CPQ-46304In TurboPricing flow, when you selected and cleared option selection multiple times, CPQ displayed an error.

Known Issues 

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

Conga 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.
CPQ-37247When you renew service and add new equipment, 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, CPQ does not display the info message regarding service products auto-included via an inclusion constraint rule.
CPQ-37233CPQ 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-37445CPQ 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, 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, 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, CPQ restricts the net adjustment instead of the Base Price.
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-39772CPQ 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, 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-40128CPQ 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-42440

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.

CPQ-43117CPQ is not applying the Min/Max Price to price ramps.
CPQ-43510On the cart page, CPQ displays incorrect values of the amount in parentheses that are converted based on the Dated Currency Exchange Rate.
CPQ-43708

When you reprice product with Cummulative Range Line Item matrices, CPQ displays null object error.

CPQ-44113When you change the Selling Frequency or Selling UOM and then click Reprice, if the Frequency or UOM conversion rate is not defined for any field, CPQ does not display any error message.
CPQ-44268In TurboPricing flow, after you attempt to finalize a cart with a pending price, the Finalize button and the "Cannot finalize; Pending Reprice" message are displayed.
CPQ-46030

When you apply Advanced Filter with Select All Qualified Lines enabled, CPQ overrides any manual selection changes you made if you leave and navigate back to the page. This happens because the filters are processed every time the page is loaded.

CPQ-46346You are getting the console error "Apttus_Config2:Too many query rows: 50001" on Advance Search of Incentive Criteria.
CPQ-46393In TurboPricing flow, when you define the Adjustment Amount Source with formula and leave the field used in the formula is blank, CPQ does not consider the Adjustment Amount value on the Cart page.
CPQ-46532CPQ rolls up the price of sub-bundle options to the main bundle during asset renewal when the quantity of the option products is greater than 1.
CPQ-46765

As a non-QTC customer, you cannot set the Same Day Cancellation setting to True when the Selling Term Calculation Method is Calendar. CPQ provides this ability to only the Q2C customers.

CPQ-48453CPQ did not generate a large document when you used Send Proposal button to generate it.
CPQ-48364

CPQ does not display translated labels on the Product Summary dialog.

Workaround: You must execute the Custom Setting Maintenance job, the labels are translated after that.

CPQ-48515CPQ wrongly auto-included an option even when the condition option with the Not operator is auto-included.

DOC ID: CPQSPR21RNREVB20210603