Conga Product Documentation

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Pricing Features

The following pricing features are supported in this release:

FeatureSub FeatureTurbo PricingAdvantage Platform (API)Advantage Platform (Cart-UI)Advantage Platform (Admin-UI)
Pricing Calculation
PricingBundle Product Pricing, Standalone Product Pricing with basic detailsYesYesYesYes
Multiple Charge TypesYesYesYesYes
Attribute-Based PricingYesYesYesYes
Charge Type CriteriaYesYesYesYes
Related PricingYesYesYesYes
Reprice CartYesYesYesNA
Frequency
Use of Daily FrequencyNoNANANA
Use of Weekly FrequencyNoNANANA
Use of Frequencies Monthly, Quarterly, Half Yearly, YearlyYesYesYesYes
Price DimensionsYesYesYesYes
Manual AdjustmentsProviding Manual Adjustments with different Adjustment TypesYesYesYesYes
Auto-applied AdjustmentsPrice MatricesYesYesYesYes
Price RulesetsYesYesYesYes
Multiple adjustmentsMultiple Adjustments on the Cart Line ItemsYesYesYesNA
Group Adjustment SpreadYesYesYesNA
Price ListStandard Price ListYesYesYesYes
Contract Price ListYesYesYesYes
Based on Price ListYesYesYesYes
Cart ActionsCopy ProductsYesYesYesNA
Mass UpdateYesYesYesNA
FavoritesYesYesYesNA
Pricing InformationSummary Group InformationYesYesYesNA
Price Break-up Information- Related PricingYesYesYesNA
Price Break-up Information- Usage Price TiersYesYesYesNA
Usage Price TiersYesYesYesYes
Default QuantityDefaulting quantity for Bundles/Multiple ChargesYesYesYesYes
Default TermDefaulting term for Bundles/Multiple ChargesYesYesYesYes
Default Quantity from

Defaulting Quantity from Product Attribute

Product Configuration and Advanced Formula

YesYesYesYes
Default Price fromDefaulting Price from Product Attribute and Advanced FormulaYesYesYesYes
Auto-cascade Selling term and QuantityAuto-cascade Selling TermYesYesYesYes
Auto-cascade QuantityYesYesYesYes
Min/Max PriceMin/Max Price Applies to Base PriceYesYesJune '25June '25
Min/Max Price Applies to Extended PriceYesYesJune '25June '25
ProrationAllow ProrationYesYesYesYes
Price MethodUse of Tiered RatesYesYesYesYes
Defer PricingYesNANANA
Per Unit Price methodYesYesYesYes
Flat price Price methodYesYesYesYes
Price TypePrice Type - One TimeYesYesYesYes
Price Type - Per unitYesYesYesYes
Price Type - UsageYesYesYesYes
Price Type - RecurringYesYesYesYes
Price RampsAuto Price Ramp Creation for - Bundle, Options and Standalone ProductsYesYesYesNA
Create Price Ramps for Only options within the BundleYesYesYesNA
Update Price RampsYesYesYesNA
Delete Price RampsYesYesYesNA
Allow Price Ramp OverlapYesYesYesNA
Price EscalatorYesYesYesYes
Price Ramps for Product with Related PricingYesYesNANA
Price Ramps with Custom FrequenciesYesYesNANA
Multi-currencyUse of Multi-CurrenciesYesYesYesNA
Use of Dated Exchange RatesYesNANANA
Disable Currency Conversion Rate for a Price ListYesYesYesYes
Currency conversion enabled at a rule set levelYesYesYesYes
Cost ModelNoJune '25+June '25+June '25+
Price WaterfallManage Price Waterfall (Pipeline)YesYesYesYes
Manage Price Waterfall RulesetYesYesYesYes
Total/Summary level WaterfallNAYesYesNA
Bundle + Option WaterfallNAJune '25June '25NA
UOM/Frequency ConversionFrequency ConversionYesJune '25June '25NA
Use of UOM ConversionsYesJune '25June '25NA
Use of Product specific conversion ratesYesJune '25June '25NA
Use of Product Family-specific conversion ratesNANANANA
Change Price List on Product Configuration (API) (was not in the published topic but present in excel sheet)NANaYesNA
Force Reprice of Cart (API) (was not in the published topic but present in excel sheet)YesNAYesNA
Creation of Contract PL runtimeYesYesYesNA
Promotions
Create Promotions

Different Promotions Types and with different field details

-Buy X Get X

-Buy X Get Y

-Buy X Get Y

-For Every X, Get Y

YesYesNAYes
Line Item PromotionsYesYesNAYes
Summary Group PromotionsYesYesNAYes
ScopeYesYesNAYes
CriteriaYesYesNAYes
BenefitsYesYesNAYes
LimitsYesYesNAYes
CouponsYesYesNAYes
Sales PromotionsNAOct '25+Oct '25+Oct '25+
Update Promotions/CouponsYesYesNAYes
Delete Promotions/CouponsYesYesNAYes
Apply Promotions/CouponsApply PromotionsYesYesYesNA
Apply CouponsYesYesYesNA
Remove Promotions/CouponsRemove PromotionsYesYesYesNA
Remove CouponsYesYesYesNA
Approval (this is not in the excel sheet)Approval check of Cart and line item approvalYesYesYesNA
My Approval DashboardYesYesYesNA
Approve/Reject/Reassign ApprovalsYesYesYesNA
Quote Approval on Conga platformYesOct' 24 +Oct' 24 +NA
Callbacks
Pricing CallbackYesYesYesNA
Product Filter CallbackYesYesYesNA
Recommendation CallbackYesYesYesNA
Adjustment Spread CallbackNoYesYesNA
Adjustment line item callbackYesYesYesNA
Product Attribute CallbackNoYesYesNA
Related Pricing CallbackYesYesYesNA
Display Action CallbackYesYesYesNA
Action CallbackYesYesYesNA
Validation CallbackYesYesYesNA
Action Invoker Callback ClassNoNANANA
Revalidation Callback ClassNoYesYesNA
AssetLineItem Callback ClassNoYesYesNA
Quote Lifecycle Callback ClassNoNANANA
Custom FieldsSupport for Custom Field as Price Dimension in Price Matrices & Price Rule setsYesYesYesNA
Support for Custom Field used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rulesYesYesYesNA
Support for Custom Field used as Constraint Rule CriteriaYesYesYesNA
Support for Custom Field used as Price dimension in Promotions and Advanced criteria in promotionsYesYesYesYes
Display Custom Field on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page).YesYesYesYes
Formula Fields

Note: Nested formula are not supported on Platform

Support for Custom Field that is a Formula used as Price Dimension in Price Matrices & Price Rule setsYesYesYesYes
Support for Custom Field that is a Formula used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rulesYesYesYesYes
Support for Custom Field that is a Formula used as Constraint Rule CriteriaYesYesYesYes
Support Custom Field that is a Formula used in pricing callback & other callbacks.YesYesYesYes
Support for Custom Field or Custom Field that is a Formula used as Price dimension in Promotions and Advanced criteria in promotionsYesYesYesYes
Display Custom Field that is a Formula on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page).YesYesYesNA
Formula Fields support with Adjustment Amount SourceYesYesYesYes
Formula Fields support on Related Pricing with Related Adjustment Amount SourceYesYesYesYes
Custom ObjectSupport for Custom objectYesYesNAYes
Service Hooks/Custom Action/custom pagesSupport for Service hooks and custom actionsYesYesYesYes
Workflow RulesSupport of workflow processes (Basic - MVP)YesYesYesYes
Support of workflow processes (Advanced)YesYesYesYes
Reprice Quote (not in excel sheet)NoOct '24+Oct '24+NA
Data SyncMaster data sync from Salesforce to PlatformYesYesNAYes
Reverse sync from Platform to Salesforce on Cart FinalizeYesYesNAYes
Inflight Cart from Salesforce to Platform (not in excel sheet)YesOct '24NANA
Favorite Data from Salesforce to Platform (not in excel sheet)YesOct '24NANA
Image Data from Salesforce to Platform (Product, Category ec)YesYesNAYes