Admin UI – Price Program Management

Administrators can now create, edit, review, and delete (Buy X Get X, For Every X Get X, Buy X Get Y, and For Every X Get Y) Price Programs in the Conga Platform Admin UI. The experience aligns with existing rebate workflows and includes configurable navigation, dynamic summary pages, and support for new APIs for Price Programs, Rules, and Rule Entries. Default values such as Effective Date = current date – 2 days and quantity-based metrics apply, with options to manage Priority, Cascade Benefits for Bundles, Combine with Other Incentives, and bulk program removal for long-term deal management.

For more information, see Create Price Program .

Retrieve Price List API - FieldSet Support

The Retrieve Price List API now supports a fieldset parameter that lets users specify which fields should be returned in the response. Administrators can use this enhancement to control API response content and better protect sensitive data. This feature is controlled by the EnableActivePriceListFieldSelection setting, which is disabled by default to maintain backward compatibility. When enabled, the API returns only the fields defined in ActivePriceListFields_Default, unless a custom fieldset configuration is provided. Administrators can leverage this functionality to tailor API responses and protect sensitive data.

For more information, see Conga Developer Portal.

Cart API Callback User Context

Cart API callbacks now reflect the user who performs the operation, ensuring consistent behavior and accurate permission checks during cart updates and deletions.

For more information, see Conga Developer Portal.

Enhancement: Document Type Displayed in Quote Documents Related List

The document upload process now requires you to select a document type from the picklist before the upload option is enabled. The selected type appears in the document table along with the modified date. During upload, you can choose one or more files and remove any files if needed before clicking Upload. Additionally, when you generate a Quote using a template and document format, the system creates a Quote Document, which is displayed in Documents under the Related List section, with the type labeled as Proposal Document.

For more information see Uploading Supporting Documents and Generating Quotes.

Mass Price Ramps for Selected Cart Line Items

Sales reps can now create Mass Price Ramps for selected cart line items instead of the entire cart. The system saves and displays the latest ramp data, overwriting previous ramp information. Date changes also cascade between bundles and options where applicable.

Create Contract from Quote Asynchronously

Initiate contract creation from a quote asynchronously, with the contract header generated synchronously and contract lines processed in the background. Receive in-app notification upon completion, and the system automatically handles errors by deleting incomplete agreement lines.

The new Asynchronous Contract Creation API allows sales users to create a contract from a quote without waiting for the full process to complete.

The API creates the contract header synchronously, populating the Contract.Proposal field with the source QuoteId. The request can include ContractType and any additional header fields that need to be overridden. Contract line creation from quote lines runs asynchronously. Once line generation is complete, the user who initiated the request receives an in-app notification. The API response returns the newly created contract header immediately after it is created.

If an error occurs while generating contract lines, all partially created lines are removed, and the contract record is marked inactive (for example, set to Canceled, pending confirmation from the CLM team).

Following are the key notes:

• Multiple agreements can be generated from the same proposal.
• The current limit supports up to 50 agreement line items; this limit can be increased in a future sprint.
• Agreement line item attributes are not yet supported and will be added when available from the CLM team.
• Agreements can be created even if the cart is not finalized, but agreement line items are generated only for finalized carts with cart lines.
• For agreements with override values, only fields passed in the request payload are overridden. Fields not included retain values from the proposal, provided the field names and data types match; otherwise, unmatched fields are set to null.

For more information, see Create agreement from quote API in Conga Developer Portal.

Submit On-Demand Renewal Job Button Moved to Assets Tab

The "Submit On-Demand Renewal Job" button has moved to the Assets tab within the Account details page. Earlier the button was on the Details page of an Account.

For more information, see Viewing the Account Related Details.

Introducing Import Cart Lines API

The new Import Cart Lines API allows administrators to upload and process cart line items from a CSV file. The API performs atomic updates to fields such as LineItemId, ProductId, Quantity, Start Date, and End Date. It enforces cart permissions, validates pricing and configuration rules, and returns clear error messages for any failed records. The API also logs all changes for auditing. Imports are blocked for read-only or finalized carts, and only valid price list items are accepted. It validates required fields, enforces cart permissions, and logs all imports with user and change information in activity history. Line items are added, updated, or resequenced based on CSV data, with support for large files up to 5,000 rows and 100MB.

For more information, see Conga Developer Portal.

Listing Multi-Condition Rebate Program Support via Incentive Conditions APIs

Multi-Conditional Rebate allows you to define multiple eligibility conditions within a single rebate program. Businesses can combine different product scopes, operators, and aggregation methods to evaluate rebate eligibility.

For example, sell 10 units of Products A and B and 5 units of Products C and D to receive a 5% rebate on Product E.

GET rebates/{ParentId}/conditionsGET rebates/{ParentId}/conditions/{Id}

For more information, see Conga Developer Portal.

Cart View Group and Mass Update Selection

Cart view now supports accurate selection and update of product groups and individual line items during mass update operations. The system removes previous quantity groups and creates new ones as expected when updating quantities, maintaining data integrity for administrators and implementation teams.

Dynamic Adhoc Group Support in Get Rebate API

Get Rebate API now supports Adhoc Groups as scope and benefit parameters, allowing AND-based combinations with product hierarchy attributes for tiered and non-tiered rate tables.

For more information, see Conga Developer Portal.

RLP CPQ Runtime API – Cart Line Group Association

The Cart API now supports adding new products to existing groups or updating cart lines to associate with different groups within the same cart. Assign or reassign cart lines, including bundles and their related charges, to groups by specifying primary line IDs, group IDs, and sequence, with a maximum of 100 groups per cart; operations exceeding this limit return an exception without partial updates. The API provides updated group summaries, maintains sequence order, and supports bulk assignment or removal of cart lines in a single call. To achieve this, invoke create ad-hoc group API to create an ad-hoc group and update lineitems API to assiciate lineitems with adhoc group.

For more information, see Cart APIs in Conga Developer Portal.

Quote Header Chevron Setting in CPQ Web UI

A new flag, HideQuoteStageChevron, is introduced to enable or disable the chevron on the quote details page within the CPQ Web UI for embedded modes in Dynamics and Salesforce Angular UI. To show the chevron, you must invoke the Put Configurations API and set the HideQuoteStageChevron value to true.

For more information on enabling HideQuoteStageChevron flag, see Update a configuration API.

HubSpot OAuth 2.0 Integration Support

This enhancement enables authentication between HubSpot and Conga using HubSpot’s OAuth 2.0 framework for public apps. The enables the system to exchange securely and stores access and refresh tokens, allowing HubSpot extensions to call Conga Advantage Platform APIs and display Conga data and actions within HubSpot CRM records.

Enhancement in Renew Asset Group tab on Account Page

A Renew Asset Group is automatically created whenever a renewal quote is generated, either through Auto Renewal or On-Demand Renewal Quote Creation. You can view these details in the Renew Asset Group tab on the account’s detail page. The table displays information such as created and modified by, created and modified dates, renewal group status (complete or with errors), and execution mode. Click View All to view all the assets and then you can use the custom view or search functionality. Click any group to open the Asset Renew Group page for additional details.

For more information, see Viewing the Account Related Details.

Applying Price Program on Quote Line Items

Price programs now apply automatically to quote line items, with support for percentage, fixed amount, and tiered adjustments. These adjustments participate in both traditional and bundle waterfall pricing, with immediate effect on new calculations and bulk repricing available for existing quotes.

Conga Platform (Admin UI) Price Program Management on Agreement

You can now create, view, and manage Price Programs directly from the Agreement page with automatic association and disassociation support for all program types. You can also clone and associate existing programs with agreements while system validations ensure data consistency.

Associated Price Programs Listing in Agreement (Admin UI)

You can now create, view, clone, and manage Price Programs directly from the Agreement page, with automatic association and disassociation across all program types.

Import Cart Lines API – CSV Processing Support

The new Import Cart Lines API allows administrators to upload and process cart line item data from CSV files. The API performs atomic updates, validates required fields, and returns detailed error messages for any failed records. It restricts imports to carts that are not read-only, enforces price list and rule validations, and logs all changes for auditing purposes.

For more information, see Conga Developer Portal.

Export Cart Data API – Excel and CSV Support

The new Export Cart Data API allows users to download cart details as a formatted Excel or CSV file. It supports exporting specific line item IDs or the entire cart. The export includes all relevant cart columns from the current view, configuration fields defined in Flow Settings, and standard system fields. The API is designed to handle large carts efficiently and provides clear error messages when issues occur.

For more information, see export cart line items API in Conga Developer Portal.

Export Cart Lines API

The Export cart lineitems API allows you to select and export individual or multiple cart lines from the cart UI to CSV, XLS, or XLSX formats. The export modal displays the count of selected line items and dynamically updates based on user selection, supporting export in read-only and pending status scenarios.

For more information, see Conga Developer Portal.

Service Eligibility Rules – API Support

Administrators can now define Service Eligibility Rules using new endpoints in Create constraint rule conditions API to manage product eligibility through inclusion, exclusion, or replacement actions. Rules can be configured with conditions, bundle context, and location matching across products, product groups, and product families. Once created as an eligibility rule, it cannot be changed to another rule type.

For more information, see Create constraint rule conditions API.

Product Collateral Display in Catalog

A new Collateral section has been added in the product information on catalog page to list all external facing product collateral with details such as Name, Description, Type, File Type, and Action. Collateral entries are sequenced and provide context-sensitive actions (download, open link, or copy) based on file type, with a count of attachments shown in the section header. If no collateral is available, the system displays the “No additional collateral for this product” message.

To view associated collateral of a product, you must add the related collaterals on the product configuration page. For more information, see Associating Collateral with a product.

New Feature: Share with Buyer and Share with Partner

The Share with Buyer and Share with Partner feature enables sales representatives to send quote details via email, along with a link for the recipient to review the quote in the storefront. These options are available in the Action Menu.For buyers, both Access without Login and Access with Login options are available, while for partners, only Access with Login is supported. Based on the selected authentication type further actions are available.A default email template is pre-selected, and the email includes key details of the quote and a link to the Storefront for collaborative review. Sales representatives can also use the Write Custom Message option to replace the template with a personalized message, which can be previewed before sending.

For more information, see Share Quote with Buyer and Partner.

Generate Renewal Quotes Based on Product Lead Time

This enhancement introduces the ability to generate renewal quotes using On-Demand Execution mode based on product-level lead time. You have the option to eliminate the account IDs or use selected IDs. The new field “Renewal Lead Time” on the Product object accepts numeric values. During On-Demand execution, the products matching the specified lead time are identified. Associated assets across all accounts or specified accounts are evaluated. If an asset’s end date falls within the defined lead time, a Renewal Quote is generated for each account containing that asset.Key enhancements are:

• Renewal quotes are unique per account.
• Prevents duplicate quotes for the same asset in subsequent runs.
• Updates existing quotes when asset details change.
• Honors Renewal Group fields if configured.
• Renewal callback continues to filter assets as expected.

POST /api/renewal/v1/assets/product-leadtime/renew

For more information, see Renewal Settings.