Quote Owner Assignment to the Logged-In User

When you create a quote from a Salesforce Account or Opportunity, CPQ now assigns the logged-in user, as the Quote Owner. It also updates the Created By and Modified By fields with logged-in user name. Quote ownership now matches the person who actually created the quote.

For more information, see Quote Ownership Overview and Creating and Configuring Quotes in Salesforce Opportunity.

Summary Deal Guidance Calculation Consistency for Net Price and Margin

Summary Deal Guidance now uses consistent calculations for Net Price From, Net Price To, Margin From, and Margin To values in the guidance popup, aligning them with the summary line’s pricing context across supported measures. For % Margin, the calculations use Net Price and Extended Cost. For % Discount and Discount Amount, the calculations use Extended List Price instead of Extended Price. Custom measures continue to display values as defined in the rules.

For more information, see Creating Guidance Rules.

Option Product Filtering on the Catalog Page

The catalog page no longer invokes GetExcludedOptionIds from ProductFilterCallback, allowing you to add option products directly to the cart. Option filtering now applies only on the configuration page, aligning bundle configuration behavior with the intended flow.

Cart Re-migration Handling in Migrate API

The Migrate API now automatically removes existing in-memory cart data when a migration request is received for a cart already present in memory, then proceeds with migration using the latest cart data. This helps when you need to re-migrate a cart because of data mismatches, sync issues, or a migration that didn't finish, including when you resync an existing Salesforce cart to the Conga Platform. You don't need to delete anything by hand or make any extra API calls.

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

Revalidation of Inactive or Removed Product Line Items and Options in Saved Carts

When a saved cart contains an inactive or deleted Option, the cart is reopened. The Revalidate button is enabled only when EnableRevalidation = TRUE.

The line item status is determined as follows:

If EnableRevalidation = True, DefaultAssetPricing = True, and EnableAutoCancelInactivePLI = TRUE, the affected line item is marked as Cancelled after applying Revalidation, and no refund is issued.

Improved Deep Cloning

Deep Clone now runs on the Conga Advantage Platform, which is the source of truth for cloned quote data. You no longer need the CPQ configuration (QPConfig) package for Salesforce-side cloning logic.

When you deep clone a quote, Salesforce clones only the quote header record, and the complete deep clone occurs on the Conga Advantage Platform. Salesforce receives the cloned data only when required, through reverse synchronization. Earlier, deep clone duplicated quote information in both Salesforce and the Conga Advantage Platform because reverse synchronization had limitations. Reverse synchronization now works reliably, so deep cloning in Salesforce is no longer necessary.

The quote related records, such as quote line items and summary groups, are no longer created directly in Salesforce when you clone a quote. If your custom code, workflows, or business processes depend on these records being available immediately after cloning, they might stop working. Use reverse synchronization from the Conga Advantage Platform to Salesforce to bring the cloned data into Salesforce after platform processing is complete, and validate your customizations

For more information, see Deep Clone Overview.

CCPQ Integration Package Installation Without CLM Dependency

The CCPQ integration package can now be installed independently, without requiring the CLM package or the CLM admin property. This update removes previous installation dependencies, allowing for standalone deployment of the CCPQ package.

To achieve this, Conga introduces a streamlined configuration model for integrating Conga CPQ on the Conga Advantage Platform with Salesforce. Integration settings, endpoint URLs, and JSON-based configurations are now stored in a dedicated custom metadata type named CPQ Integration Settings, which is packaged natively within the CPQ integration package. This enhancement removes the prerequisite dependency on external package admin property objects while preserving your existing integration parameters, settings structures, and quoting workflows.

For more information, see CPQ Integration Settings.

Cart Grid Filtering for Primary Charge Lines

When applying filter conditions with "Consider Only Primary Lines" enabled, the cart grid now correctly suppresses secondary charge lines that match the filter, ensuring consistent product filtering and display between Conga Platform and Salesforce Classic.

For more information on enabling Consider Only Primary Lines, see Applying Advanced Filters on the Cart.

Consistent Embedded CPQ Experience Across Salesforce and Microsoft Dynamics

The embedded CPQ experience provides consistent navigation and related list behaviors across both Salesforce and Microsoft Dynamics. All quote-related lists are accessible from Opportunity, Account, and Quote punch-out contexts, with navigation links and contract flows remaining within the embedded frame. Admin and master data links display as non-clickable plain text in both platforms, ensuring a unified and predictable workflow for sales representatives and account managers.

Contract Navigation Within Embedded CPQ

When you use embedded CPQ in Salesforce or Microsoft Dynamics, contract navigation now stays in the same embedded frame instead of opening a new browser tab. Clicking a contract name in the Contracts list opens the Contract Header page in the frame. After you create a contract, the link in the success message also opens in the frame. When you navigate back, you stay in your CRM. In standalone (non-embedded) mode, navigation works as it did before.

Line Item Navigation Within Embedded CPQ

When you use embedded CPQ in Salesforce or Microsoft Dynamics, line item navigation now stays in the same embedded frame instead of opening a new browser tab. Clicking a line item in the Line Items list opens the Line Item Details page in the frame. From there, you can open the Collateral tab and Field Change History without leaving the embedded view. Links in the Field Change History grid now appear as plain text that you can't click. When you navigate back, you return to the Opportunity in your CRM. In standalone (non-embedded) mode, navigation works as it did before.

Revise Cart Action Behavior in Read-Only Mode

You can use the Revise action directly from the main cart grid when viewing a cart in read-only mode, correctly creating and opening a new editable cart version. The Revise action is only visible when the cart is launched in read-only mode, aligning the user interface with expected behavior for finalized and versioned carts.

For more information, see View Cart in Read-only Mode.

Automatic Clearing of Resolved Line Item Error Messages

When you fix a validation error on a line item in Conga CPQ and reprice the cart, the system now automatically clears the error message for that specific line item while maintaining active warnings for any remaining line items with unresolved issues. Additionally, the detailed line-item error responses including the line item ID, message, and error type are available only when the feature flag CPQ-110764-enable-lineitem-error-details is enabled.

Faster Conga CPQ Punchout from Salesforce

The CPQ punchout process from Salesforce now reduces authentication and session initialization time, enabling the Conga UI to load faster. using token caching and parallel processing during session initialization, the updated punchout flow minimizes SSO authentication latency. Cached tokens are securely scoped to your authenticated session and automatically invalidated upon session end or logout. If a token expires or is revoked, you are seamlessly re-authenticated in the background without any visible errors or interruptions to your selling flow.

Rebate Rule Entries API: Restrict Product Scopes for Quantity-Only Benefits

The Rebate Rule Entries API now restricts the All and Family product benefit scopes when the Benefit Type is set to Quantity Only. You must specify individual products or use Ad-hoc Group as the benefit scope. The API provides validation and informational messages when unsupported scopes are selected to prevent performance issues and unintended financial impact.

For more information, see Create rebate rule entries API.

Favorites API: Page, Limit, and Includes Parameters

The Favorites API supports three new query parameters: page, limit, and includes.

• Use the page parameter to retrieve a specific page of line items.
• Use the limit parameter to specify the number of line items returned per page. The default value is 50 and the maximum value is 500.
• Use the includes parameter to specify the line item fields to include in the response.

Examples

GET /revenue-admin/v1/favorites/{favoriteId}?includes=line-items

Returns all available line item details.

GET /revenue-admin/v1/favorites/{favoriteId}?includes=line-items&page=2&limit=200

Returns 200 line items from page 2, corresponding to line items 201 through 400.