Auto Inclusion Behavior for Single-Select Option Groups

The system now automatically deselects the default option in an option group when an auto inclusion rule adds a new option and the group allows only one selection. This update prevents configuration errors by ensuring only the auto-included option remains selected when the minimum and maximum selections are set to one.

Improved Search Filtering for Collaboration Request Assignment

You can search for users and user groups more accurately when assigning collaboration requests. The search filters user records based on the Name and Email fields, and user group records based on the Name field only. Previously, the search matched against all fields of the user object (including "Created By"), which returned irrelevant results and made it difficult to locate the correct user or queue.

For more information, see Assigning the Collaboration Request.

Constraint Rule Support for Service and Equipment Products

Constraint rules now support service and equipment products in Product Group and Product Family scopes, allowing inclusion rules to auto-include, prompt, or display messages for eligible service bundles linked to purchased equipment. The rules apply to MatchInOption scenarios to control service product options based on defined conditions.

For more information, see Configure Constraint Rule Using Advanced Rule Setup.

API Validation for Publisher Bundle Input

The application now validates bundle input data across APIs before processing it in the configuration engine. The validation checks bundles, options, sub-bundles, option groups, and attributes, supports both lazy-loaded and non-lazy-loaded flows, and returns appropriate errors or warnings for invalid input to help maintain data integrity.

/api/config/v1/publish

For more information, see Conga Developer Portal.

Faster Large Cart Retrieval with Cursor-Based Pagination

You can retrieve large carts faster from the Object Database using cursor-based pagination. Instead of counting all records before fetching data, the system uses a bookmark-style approach to load items in sequential batches reducing database load and improving performance for carts with thousands of line items.

This applies to Get Cart Items, Checkout to Order, and Abandon Cart operations when using the Object Database. You can enable or disable this via a feature flag without disrupting existing behavior

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

Compare Line Items API for Quotes

You can compare line items across up to five quotes side by side using the Compare Line Items API. The API highlights differences in selected fields, helping you quickly identify variations between quotes. It supports primary lines of bundles, sub-bundles, options, and ramp lines. Fields available for comparison are controlled via system field sets, with Net Price and Quantity shown by default. If a quote does not contain a value for a field, a dash is displayed.

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

Length Field Support for Attribute

Administrators can now define a character limit for name using the Length field in the following API when creating new attributes of the String data type. The system validates that any default value specified for these attributes does not exceed the defined character limit.By default the maximum character length is 2000.

/api/revenue-admin/v1/attributes

Support for Organization Resizing with Index Consolidation

You can resize your organization from Large to Medium, Large to Small, or Medium to Small. When you initiate a resize, the system consolidates indices and migrates data to a reduced index structure in the background no manual intervention is required. Your organization remains fully operational during the process, and all search and query APIs continue to work without any changes.

Attribute Visibility Configuration by Attribute Group

The application now supports attribute visibility settings at the attribute group level. Attributes hidden in one attribute group remain visible in other attribute groups where they are configured as visible, allowing independent visibility control across attribute groups.

For more information, see Associating an Attribute to an Attribute Group.

Support for Rendering HTML Tags in Custom Fields on Catalog Page

The catalog page now renders HTML tags such as <br>, <b>, and line breaks in custom fields of type LongString. When the IsRichTextField flag is set to true in FieldMetadata, the rich text formatting displays correctly in both the catalog list view and the product summary popup. When rich text is enabled, the full field content is displayed without truncation.

For more information, see Field settings for configurations.

Custom Billing Plan Creation from Proposal Header

You can create, delete, and manage custom billing plans directly from the Proposal header on the Advantage Platform. When you create a custom plan against finalized cart line items, the Custom Plan ID is automatically linked to the corresponding line items, and all associated custom plans are displayed under the Proposal. When you delete a custom plan, the link is removed from the line item and the plan is removed from the Proposal's plan list. This provides parity with the existing Salesforce workflow, allowing you to revisit, delete, and recreate billing plans as needed after finalizing the cart.

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

Updated Price Recommendation Application

Price recommendations such as Target Price now use Price Override (Bundle Only) in the background. To apply a recommendation across all line items, salesrep must select all relevant items (bundle and options ) in the cart before applying the adjustment.

Recipient-Specific Quote Links in Comment Email Notifications

The application now includes recipient-specific quote links in comment email notifications. Sales representatives receive links to the Web UI quote, while Digital Sales Room (DSR) buyers receive links to the DSR Quote page, allowing recipients to open the relevant quote directly from the email.

Migration API Enhancements

The Migration API now supports repeated executions without requiring database cleanup, allowing snapshot recreation by removing only existing snapshot data. You can also migrate finalized carts and specific cart versions by passing the desired cart ID. The API has been validated for high-volume migration scenarios to ensure reliable performance at scale.

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

Aggregation Method for Tiered Rate Table Benefits

The Rebate APIs now support configuring the aggregation method for Price Program benefits that use the Rate Table with Tier rate type. The MetricValueSourceAggregator field allows you to configure Sum for global aggregation across qualifying cart lines or None for per-line evaluation, enabling flexible tier-based pricing while maintaining resolved rate visibility in the price waterfall for traceability.

For more information, see Create incentive rules, Update incentive rules, and Update incentives APIs.

Change Quantity: Restrict "Increment and Merge" on Start Date Change

The system now prevents the use of the Increment and Merge option when changing the start date during a quantity change, ensuring the NetUnitPrice does not exceed the List Price. This update maintains accurate pricing calculations for asset amendments and prevents incorrect net price values in amendment scenarios.

For more information, see Asset Change Operation.

Eligibility Criteria Filtering for Account and Contact Sync

You can define eligibility criteria to filter which Dynamics 365 Accounts and Contacts are synced to Conga. You can configure filter conditions using field-level operators such as equals, not equals, contains, is empty, and is not empty, and combine multiple criteria using AND/OR logic. Records that do not meet the criteria are automatically skipped during sync. Changes to the criteria take effect on the next sync run without requiring recipe redeployment.

Schedule Periodic Account Sync from HubSpot

You can configure a scheduled Workato recipe to sync HubSpot Company (Account) records to Conga on a recurring schedule — hourly, daily, or weekly. Each run fetches only records modified since the last successful run, using the same field mapping configuration as punchout sync. Run history, synced/skipped/failed record counts, and any errors are logged per execution. You can change the sync frequency without redeploying the recipe.

Clone Quote API Enhancement

You can pass an optional Cart ID parameter in the Clone Quote API (/quotes/

/clone/cartId) to specify which cart to include during quote cloning. Previously, the system automatically selected an active cart based on its status. With this enhancement, you have explicit control over which cart is cloned with the quote.

If the AllowQuoteCloneForAllCarts system property is set to false, cloning with a specified Cart ID is allowed only when the cart is in one of these states: Saved, Finalized, Pending Approval, Ready for Finalise, or Approval Required. If the cart is in any other state, the API returns an error. If AllowQuoteCloneForAllCarts is set to true, cloning is allowed regardless of the cart's status.

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

Cart Import API: Upsert and Miscellaneous Line Item Support

The Cart Import API now supports upsert operations, allowing users to update existing cart line items or create new ones in a single CSV import by matching on line item ID. The API also enables importing miscellaneous charge line items without requiring product identification, and provides enhanced row-specific error reporting for CSV parsing failures. The PATCH import endpoint is now deprecated in favor of the enhanced POST workflow.

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

Updated Billing Preference Logic on Proposal

You can now rely on improved billing preference selection logic on proposals. When the system retrieves a billing preference from the Billing Preference object, it selects only preferences where both Active and Default are set to true. The system also prioritizes the actual Location field specified on your proposal. If no matching preference is found at that location, it continues through the established hierarchy. This ensures that only valid, active billing preferences are applied to your proposals.

For more information, see Auto Populating Billing Preference.

API Support for Complex Mixed Pricing Scenarios

The application now supports complex mixed pricing scenarios across APIs, enabling accurate price calculations for transactions that include both existing assets and new products. The system prioritizes cart assets over installed product assets during pricing, applies advanced pricing formulas, and returns a detailed pricing breakdown with accurate proration, quantity adjustments, and term-based calculations.

For more information, see Conga Developer Portal, Adding Details to a Price List Item, and Configuring Pricing Settings.

Cart UI Ad-Hoc Grouping Updates

The cart interface introduces an updated group management feature. This enables the sales rep to manage ad-hoc groups in the cart more intuitively. This update includes improved visibility of group management actions such as Cancel and Move To buttons, a dedicated delete icon for selected groups, and the ability to create new groups and move line items using the Create and Move option in the group selector. These enhancements make it easier for you to organize line items into dynamic groups when building proposals.

For more information, see Managing Ad-Hoc Groups in the Cart.

New Layout for Bundle Products

When feature setting 'EnableNewStandardPageLayout' is set to true, then while creating a product or updating one, administrators can now choose a new layout called New Standard Page Layout. This layout offers a vertical group arrangement to enhance usability and visibility of bundle structures.

Note that if the layout was selected previously and later the feature settings was disabled, then a warning message indicates that the layout value is invalid or unsupported.

For more information, see Creating a Product.

Vertical View for Option Group

The application now supports a vertical view for option groups and attribute groups during bundle configuration. This hierarchical, expandable layout highlights the active group, displays validation indicators, supports navigation to searched products within groups, and hides groups configured as hidden, while retaining the standard horizontal tab layout for bundles that do not use the vertical view.

Asset Eligibility Rules for Service Products

The system applies eligibility rules to determine which services are available for purchased assets in both post-sale and point-of-sale scenarios. Administrators define eligibility constraint rules specifying whether they apply to asset flows, new sale flows, or both, enabling sales representatives to view only eligible services for selected asset products in the service catalog. The catalog service API supports these rules by accepting payloads with the appropriate context and asset line item details, including the isPointOfSale parameter and relevant fields for asset line items.

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

Approval Rules Based on Price Recommendations

Administrators can now configure approval entry criteria that compare Net Price against Floor Price, Expert Price, or Target Price recommendations, enabling automatic routing of line items and carts for approval when pricing falls outside defined thresholds. The feature supports standard comparison operators and allows combining multiple price recommendation fields to create complex approval rules. This update leverages the existing Approvals Search Filter functionality to enhance pricing governance in approval workflows.

For more information, see Approval Rules Based on Price Recommendations.

Configure Field Sets for Quote Comparison

Administrators can configure which fields are displayed by default and available for selection in the Quote details and Products tables on the Compare Quotes page using new field set settings in Global Settings ? Quotes. Define required and optional fields for both the Quote and Line Item objects, with default fields preselected for each table, Quote Number and Name for Quote details, Product and Net Price for Products. This update enables precise control over field visibility for sales reps during quote comparison.

For more information, see Configuring Quote Settings.

Customizing the Renewal Email Template

Administrators and quote owners can now associate custom renewal email templates with asset renewal actions, including "QuoteCreationSuccess", "QuoteUpdationSuccess", "QuoteAcceptanceSuccess", and related error events such as "QuoteCreationError", "QuoteUpdateError", "QuoteAcceptanceError", and "RenewProcessGenericError". Each renewal process action supports a default email template, and administrators may assign newly created templates to these actions to ensure recipients receive the appropriate email content for each event.Templates can be customised using Conga Advantage Platform. To make the customised template available to salesreps, specify the appropriate Template ID in the following API.

{{baseUrl}}/api/revenue-admin/v1/flows/system/settings/assets

Also ensure that the following settings are set to true based on your requirement.

• SendRenewalQuoteCreateNotification
• SendRenewalQuoteUpdateNotification
• SendTouchlessRenewalQuoteAcceptNotification
• SendRenewalProcessErrorNotification

For more information, see Asset Renewal.

Automatic Quote-to-Opportunity Sync on Cart Finalization

You can automatically synchronize quote line items with an associated opportunity when you finalize a shopping cart. When the Auto Sync With Opportunity setting is enabled and the quote is marked as primary with a linked opportunity, the system syncs the line items to the opportunity without any manual intervention. If you reconfigure the quote and finalize the cart again, the updated line items are automatically synced to the opportunity. This synchronization works independently of your CRM and supports callback extensions for advanced scenarios such as rollups.

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