Delete and rename ad?hoc groups with sequence updates

You can delete and rename ad?hoc groups and update the sequence for related line-item and pricing records. This allows you keep ad?hoc group data accurate and maintain the correct ordering of lines when groups are modified.

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

Price Program Management in Admin UI

You can now create, view, update, and delete Price Programs using the Admin UI with consistent navigation and summary pages aligned to rebate workflows. Administrators can use “Set Max” on tiers to cap the benefit at the highest eligible tier, delete individual tier rows, and use a default Effective Date of -2, with all references updated to Price Program instead of Promotion.

For more information, see Defining Benefits in Create Price Program.

Accurate display of callback information messages

You can now use the new SetInformation(string message, object[] msgParams = null) method in your callback code to show and clear non-critical information messages during pricing and validation. This ensures that your UI accurately reflects when information messages are added or removed, so you always see the correct set of informational messages as callbacks run.

For more information, see Managing Cart Status Messages in Conga Advantage Platform.

Cart Service: Custom fields on UsagePriceTier now saved in ObjectDB

The system now saves custom fields, such as TierUnitPrice_c, on the UsagePriceTier object in ObjectDB. When you set these custom field values during cart operations, they are consistently stored in ObjectDB (in addition to OpenSearch), so you can retrieve accurate usage tier data for downstream processing and reporting.

Control API Response Fields

API response control fields now exclude ModifiedBy and CreatedBy fields to prevent exposure of personal data unless specified in display column settings. These fields are now only returned on when explicitly included in the display column settings, reducing unintended exposure of user data.

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

Apply Associated Price Programs via Price Program Associations API

The Price Program Associations API now automatically applies associated Price Programs to quote line items. It supports percentage, fixed amount, and tiered discounts, and reflects all adjustments in the standard pricing workflow and rollups. Administrators can enable or disable this behavior and change apply to new pricing runs and bulk repricing.

PATCH /price-program-associations

For more information, see Conga Developer Portal.

Cloning and Managing Price Programs

You can clone price programs directly from Agreement, Quote, Global Listing, and Fetch Program views in the Admin UI. The list view supports search, sort, filters, pagination, customizable columns, and bulk actions like disassociation and download.

For more information, see Cloning a Price Program.

Rebate API: Dynamic Scope and Benefit Definition Using Adhoc Groups

Rebate API now supports defining rebate scope and benefit recipients using dynamically created Adhoc Groups, along with existing parameters such as Product, Product Family, and Product Group. You can combine multiple parameters with AND logic and use the IN operator for Adhoc Groups to create flexible, runtime-defined rebate programs.

For more information, see Conga Developer Portal.

Enhancement on Installed Products Page to Group Data

On the Installed Products page, you can group the data for the following fields using the GroupBy fields API.

• Currency fields such as NetPrice, BasePrice, NetUnit Price, Delta Price.
• Custom fields that are string, lookup, and numbers
• Custom Currency fields

GET asset/v1/assets/group-summary?accountIds={{accountId&groupingField=}}

Catalog Category Visibility Rule Support in Control Panel

The Catalog on the Control panel now honors the configured visibility rules for Categories, restricting access to categories based on rule criteria. Categories hidden by visibility rules are no longer displayed or selectable in the Catalog side panel of the Quote detail page, supporting consistent category visibility across the CPQ catalog experience. This update benefits administrators and implementation teams by enabling precise control over category access in the quoting workflow.

For more information, see Adding Products to the Cart.

Handling Inconsistent BenefitType Changes

Rebates APIs now prevent rebate assignment when the BenefitType is changed and the associated RuleEntry data is inconsistent. This avoids object reference errors during cart operations and ensures stable rebate processing.

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

Export and Import API Enhancements

You can use the Export and Import APIs more reliably with CSV files. For export, you always see all configured fields in the CSV headers, even when their values are null, and all lookup fields are automatically flattened (for example, Product becomes Product.Id, Product.Name) so you can use the data more easily. Import API requires ProductCode as a mandatory field, resolves products using ProductCode, supports only active products, and allows multiple valid line-item fields consistent with the UI Add Lines functionality.

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

Optimize Large Cart Data Persistence

You can now handle large carts more efficiently with a new internal threshold setting for worker processing. When your cart has more than 1000 lines, the system processes add and update operations synchronously to avoid issues with parallel queries. The worker also now receives clear information about which lines are adds and which are updates, so it only fetches and deletes child records for update operations. This reduces unnecessary queries against LineItem and LineItemAttributes, improving performance and stability for large carts.

Filtering Support on Custom View on Installed Products page

On the Installed Products page, you can modify a custom view and apply filters using the Advanced Search feature. These filters are saved as part of the view. When you navigate to the Installed Products page from elsewhere and select that custom view, the information displayed reflects the filters you previously applied.

For more information, see Editing an Existing Group by View.

Blocking Approval Submission for Incomplete Pricing

The system now blocks submission for approval when any cart line item has incomplete pricing, such as missing dates or prices. This ensures approvals run only with complete and valid pricing data.

Save Complex Cart Filters in Views

You can now save advanced filter expressions (using AND/OR) directly in a cart view and reuse them later. When you change or remove filter conditions, the filter expression updates automatically so you can consistently narrow down the products you need.

For more information, see Applying Advanced Filters on the Cart.

Support for Service and Equipment Products in Match in Related Lines

Exclusion rules now support both Service and Equipment products when using Match in Related Lines with Product scope. You can hide or disable service options by restricting actions to “Match In Option” for precise control.

HubSpot User Authentication

You can now log in to the platform using your HubSpot credentials. This allows you access platform services as a HubSpot user without needing a separate username and password, making your sign-in process simpler and more secure.

Display Action Callback for Bundle Configuration Buttons

You can now rely on the Display Action Callback to dynamically show or hide custom action buttons on the bundle configuration (Attribute Item) page based on attribute values. When your callback returns the IsEnabled property for a custom action, the UI now updates the button’s visibility in real time as you change attribute values, without requiring you to navigate away and return to the page.

For more information, see Validation Callback Class.

Setting Line Item Fields After Rule-Based Product Inclusion

Administrators can now set line item fields, such as quantity, after the rule engine includes a product. This update adds schema and database support to control fields through rules without custom expressions or formulas.

Price Program Management on Quote

You can manage Price Programs directly from the Quote page in the Conga Platform Admin UI. You can associate or disassociate active Price Programs with Quotes and view key program details in context. This update streamlines incentive management without changing existing Price Program data.

For more information, see Viewing Quote Details and Associating a Price Program.

Listing Associated Price Programs on Quote

You can view and manage associated Price Programs directly from the left panel on the Quote. You can sort, search, filter, customize columns, paginate, perform bulk disassociation, download program details, and navigate to detailed program views. Default columns align with the Rebate module configuration for a consistent experience.

Mass Price Ramps for Selected Cart Line Items

You can create Mass Price Ramps for selected cart line items instead of applying them to the entire cart. The system retains and shows the last saved ramp details when you reopen the Mass Price Ramps pop-up and updates ramp data based on changes made in the cart grid.

For example, if you select two products with three price ramps each and the ramp dates differ by year, the Mass Price Ramps pop-up shows the latest three future date ranges. When you save, those same date ranges apply to all selected line items in the cart.

Mass Price Ramps for Selected Cart Line Items

Sales representatives can create Mass Price Ramps for selected cart line items instead of applying them to the entire cart.The system retains the last saved ramp data, updates ramp dates from cart changes, and supports targeted price ramp management.

Support for Deep Cloning Price Programs via API

Administrators can now deep clone Price Programs, including all related rules, entries, and custom fields, for both single and bulk operations. Cloned programs keep their relationships, can be reassigned from Agreements to Quotes, and follow validation rules for permissions, uniqueness, and effective dates.

POST /price-programs/clone

For more information, see Conga Developer Portal.

Initiate Quotes from HubSpot Deals via Workato

You can now initiate quote creation in Conga CPQ directly from a Deal (Opportunity) in HubSpot using a Workato recipe. When you click the “Create Conga Quote” button in HubSpot, you are redirected into Conga CPQ and a quote is created in the Conga Platform as expected for the current scope. In this release, you only initiate the quote from HubSpot to Conga CPQ. Account, Contact, and Proposal data sync is not yet included and will be delivered in a future sprint.

Admin UI – Set Line Item Field After Including Product via Rules

You can define inclusion rules in the Admin UI to automatically set a single line item field, such as quantity, when a product is added by constraint rules. This update supports auto-inclusion for a single product scope and limits updates to supported field types, excluding lookup, formula, pricing, and identifier fields.

For more information, see Creating a Constraint Rule Action.

Setting Line Item Fields with ConstraintRuleActionExpression APIs

Administrators can now use “ConstraintRuleActionExpression” from Constraint Rule Actions and Field Expressions APIs to define rules that automatically set a line item field when a product is included through the rule engine. This supports both primary lines and options and allows updating eligible fields, such as quantity, while excluding restricted datatypes like lookup, formula, user, identifier, pricing, and category-related fields.

For more information, see Conga Developer Portal.

Ad-Hoc Group Persistence

Your ad-hoc group changes in the cart persist across sessions, page navigation, and saved cart views when grouped by Product or Custom. These groups remain consistent and are shared across all views with GroupBy set to Custom, ensuring a reliable quoting experience for you and other users.

For more information, see Managing Groups on the Cart Page.

Removing Cart Lines from Groups

You can remove cart lines from groups using drag-and-drop or multi-select in the UI to reorganize quote structures. You receive real-time visual feedback, can reassign multiple lines at once, and empty groups remain without auto-deletion. If reassignment fails, an error message appears and prevents unintended product removal.

For more information, see Cart Ad?hoc groups for organizing cart lines.

Cart Ad-hoc Groups: Adding Cart Lines to Ad-hoc Group

You can organize quote line items by adding cart lines to groups using drag-and-drop or multi-select in the UI. The interface provides real-time visual indicators for valid drop zones and group counts, and displays error messages for invalid assignments. You use drag-and-drop and multi-select to assign or move lines between groups and the ungrouped section. You see immediate visual feedback, updated group counts, and clear error messages if a move fails, so the UI stays in sync with the Runtime API.

For more information, see Cart Ad?hoc groups for organizing cart lines.

Delete Ad?Hoc Group from Cart UI

You can delete existing ad?hoc groups directly from the Group Management page in the cart UI. When you delete a group, all line items in that group are automatically moved to the Ungrouped Products section, so you preserve your cart contents while simplifying how your products are organized.

For more information, see Cart Ad?hoc groups for organizing cart lines.

Contract Price List Creation

When you set the Quote Intent to Price Agreement, the system automatically creates a Contract Price List on Quote acceptance. In this case, when the user adds products in the cart, provide some adjustments, runs pricing and accepts the quote, then the system generates a Contract Price List named as "PL? Quote number", with type as Contract, and populates it with the Contract Number (Quote ID) and the Contract Price (final Net Price per unit). When you use this Contract Price List in future quotes, the Catalog displays the standard List Price, but the Cart displays and applies Contract Pricing during calculations.

If the Quote Intent is Contract or Price Agreement, only a Contract Price List (type: Contract) is created?no order is generated. If the Quote Intent is Order, only the order is created.

Service CPQ: Custom Field Set Support

Configuring Service CPQ feature allows sales reps to associate service offerings with specific assets. Administrators can now configure which line item–related fields are shown to sales reps during the Service CPQ flow by defining field sets in Revenue Admin. This includes support for:

• Related Line Item Fields (from the related line item object)
• Asset Line Item Fields (from the asset line item object)
• Line Item Fields (from the line item object)

These settings control the information presented in the catalog. The system enables administrators to specify weightage and pricing fields for line items during the service CPQ cart flow, as well as define which associated product fields should be visible when configuring service bundle options.

GET /api/revenue-admin/field-sets

Introducing new API to Retrieve Eligible Service Products

You can now use new Service API endpoints to retrieve the list of eligible service products for a given equipment product, PriceList, or CategoryId. You use these endpoints to fetch service associations during product configuration without applying service eligibility rules, VisibilityRules, or ProductFilterCallback. Rules-based service association and related messaging will be added in a future release.

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

Dynamic Rebate Scope and Benefits Using Runtime Product Groups

The Rebate APIs now supports runtime product groups to define rebate scope and benefit eligibility along with Product, Product Family, and Product Group. You can combine multiple parameters using AND logic for more precise targeting. Bundle rebates apply only to bundle lines when group-based eligibility is used, and option rebates require explicit product-level eligibility.

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

Introduced MaxRenewalLineItemPerCart API

Introduce the MaxRenewalLineItemPerCart API to control the maximum number of line items per Renewal Quote, with a default value of 500. Renewal Quotes for bulk assets are generated in batches. During grouping, the system considers bundle-option and multiple charge types. Entire Bundle structure and entire product with all charge types goes to same Renewal Quote as per the configured limit.

PUT /api/revenue-admin/v1/flows/system/settings/assets

Configuration Custom Layout

Administrators can now use the CustomConfigurationUrl in config system properties to load a custom configuration page in an iFrame, allowing integration with external configurators.

For more information, see Update custom settings associated with a flow API.

Cascading Quantity Updates for Bundle and Option Ramp Lines

The “Reprice cart items” API now automatically cascades quantity changes from bundle ramp lines to corresponding option ramp lines when using Price Ramps. This ensures consistent pricing behavior and updates all related ramp lines and pricing fields during repricing.

For more information, see Reprice cart items API.

Field Change Tracking for Quotes and Line Items

Track and audit changes to select fields on Quotes and Line Items using the new Field Change History feature in the Admin UI. View previous and new field values, modification timestamps, and user details, with support for filtering, sorting, pagination, and export. Administrators can enable or disable field tracking via API for Quote and Line Item using the following API.

GET /api/audit/v1/field-history-tracking-config

For more information, see Viewing Field Change History Details for Quotes and Viewing Field Change History Details for Line Items.

Reorder Ad?Hoc Groups in the Cart UI

You can now reorder ad?hoc groups within the cart using a drag?and?drop interface so you control how grouped sections are presented to sales users. You drag entire groups to change their sequence and immediately see the new order reflected. While you reorder groups, all cart line associations within each group are maintained, so primary lines and their related secondary lines stay together. You then save your changes to return to the cart with the updated group order applied.

For more information, see Cart Ad?hoc groups for organizing cart lines.