Updated Navigation for Price and Rebate Programs

Price Programs and Rebate Programs now appear as separate applications in the side navigation panel instead of being grouped under Incentive. This update removes duplicate entries and improves navigation clarity. It also aligns the navigation structure with the latest design system.

For more information, see Manage Price Programs and Manage Rebate Programs.

Manage Approvals in Microsoft Teams

You can now review and act on approval requests directly in Microsoft Teams without switching applications. When an approval is triggered, approvers receive a Teams notification and can approve or reject the request in real time. For more information, see Approvals Integration with Microsoft Teams and Approvals in Microsoft Teams.

SPOM Price Guidance Integration on Conga Platform

Enable real-time price guidance in Conga CPQ by integrating with PROS SPOM, providing Floor Price, Target Price, and Expert Price recommendations directly on cart line items. When the IsPriceOptimizationEnabled setting is enabled, additional columns for these price recommendations appear on the cart page for each line item in quotes, agreements, and orders. These read-only fields display price recommendations for standalone products with one-time charges and bundle products. For bundles, price recommendations aggregate both bundle and option prices.

For more information, see Cart in Grid View.

Object-Agnostic Cart Service API

You can use the Cart Service API across business objects including Order, Contract, Proposal (Quote), and Collaboration Request without object-specific limitations. To enable this, activate the EnableBusinessObjectAgnosticCartService feature and specify the objectName parameter when making API calls.

This enhancement allows you to create and manage carts, browse catalogs, configure products, and finalize carts for any supported business object using a single, consistent API. The Angular CPQ UI components for Catalog, Product Configuration, and Cart Management also work seamlessly with Order and Contract objects, so you do not need to make any UI code changes.

After performing cart finalization via API, the Cart Service publishes a CartFinalized event that includes cart and parent business object details, enabling automatic status updates and downstream workflows for the associated object.

Your existing Quote, Configuration, and DC implementations continue to work as before no migration is required.

Note: Cart versioning is available only for Proposal (Quote) carts. Reactivation is not supported for Collaboration Request child carts.

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

Quote-to-Contract Workflow Enhancements

This release delivers a comprehensive set of improvements to the Quote-to-Contract (Q2C) workflow, giving sales users greater flexibility in how contracts are created, updated, and synchronized across the quote lifecycle.

• Flexible Contract Creation from Quotes: Sales users can now create contracts at any stage of the quote lifecycle, no longer limited to finalized quotes. Key capabilities include:
  • Selective line item inclusion: Use the lineNumbers and filter parameters to include only specific cart line items when generating a contract. If no line items are selected, all available items are included. If the cart is empty, an empty contract is generated.
  • Create contracts without line items: Set the createAllLineItems query parameter to false in the Create Agreement API to generate an empty agreement. The default remains true, so existing workflows are unaffected.
  • Copy entire cart to contract: Enable the QuoteToContractCopyCart feature setting to clone the full cart and associate it with a new contract. This setting is disabled by default.
• Update Contract Support: The Q2C flow now includes an Update Contract option, allowing sales users to sync the latest quote details — including header fields and line item changes — directly to a previously created contract. The update operation refreshes the agreement header and replaces all existing agreement lines with the current cart contents. Agreement lines are created from a finalized cart.
• Cart Status Preservation in Clone Cart API: When using the Clone Cart API for Q2C workflows, the cloned cart now retains the same status as the parent cart, even after pricing is completed. This ensures contract records remain aligned with the negotiated terms at each stage of the quote lifecycle.
• Asynchronous Processing and In-App Notifications: When the cart contains line items, cart-copy operations are performed asynchronously, regardless of item count. When cart size exceeds the QuoteToContractAsyncThreshold, the agreement header is created synchronously while line items are processed in the background. Upon completion or failure, real-time in-app notifications are triggered, including error details when applicable. No asynchronous processing occurs when the cart is empty.
• Web UI Improvements: The Create Contract panel in the web UI has been updated with the following enhancements:
  • Selectively include or exclude line items before generating a contract
  • Create contracts from an empty cart without any line items
  • Sync updated carts to existing contracts directly from the UI
  • Basic and advanced search, pagination, and export capabilities within the panel
  • Contextual error messages for guided troubleshooting

For more information, see Creating a Contract and Updating a Contract.

Smarter Criteria, Streamlined Approvals, and Flexible Approver Management

Administrators now have greater control over approval configuration with an improved Advanced Criteria Builder, enhanced Approval Center capabilities, and flexible backup and delegate approver management. These updates provide a more consistent and streamlined experience across approval workflows.

Advanced Criteria Builder

Enhanced the Advanced Criteria Builder with UI improvements and expanded configuration capabilities to simplify criteria creation and improve the overall experience.

• Full-Screen Interface: The Advanced Criteria Builder now opens in a full-screen view with an improved layout that provides better visibility and alignment of text boxes, picklists, and input fields. The system now displays all input fields, including LHS and RHS Search Filter toggles, in a single row with clearly labeled fields. The system also consolidates Rule Entry creation into a single screen to streamline the configuration process. These enhancements apply to the following screens:
  • Rule Criteria
  • Rule Entry Creation
  • Search Filter Creation
  • Step Entry Add Condition
  • ReApproval Criteria
• Add Formula Support for Related Objects: You can now use the Add Formula option to fetch and compare fields across related objects, including multi-level lookup relationships up to five levels deep. This enhancement is available for Lookup fields and enables you to reference calculated or related data instead of using only static values. For example: Account.Parent.PriceList.BasedOnPriceList.ModifiedBy.Name
• Child Object Filter Support: You can now define criteria on child objects even when you configure the approval flow at the parent level.
• Auto-Reapproval Improvements: You can now compare current and previous values for fields on both the current record and related child records while configuring auto-reapproval conditions.

Approval Criteria Using Product Attributes

You can now use product attributes in approval criteria for line items, and combine product attributes with line item fields in the same criteria. This enhancement is available when Line Item is selected as the business object, and applies to Approval Rule Criteria, Reapproval Criteria, Entry Criteria, and Search Filters. To configure criteria using product attributes, select Attribute as the field and use the Add Formula button to choose the required product attribute. When you edit an existing criterion, the system automatically pre-fills the selected attribute and its values. The following data types are supported: string, number, lookup, picklist, boolean, and date.

Approval Center Improvements

• Action Button Visibility: The Approve and Reject action buttons now appear exclusively in the Pending tab. In the All tab, these buttons are no longer visible for Approved and Rejected records. This ensures you see only the actions relevant to each record's current status, and applies to all object types.
• Select All Records in the All Tab The All tab now includes a functioning Select All checkbox that selects all records on the current page. You can now select Approved and Rejected records that were previously greyed out and unavailable. Bulk actions and bulk downloads are supported across the following object types:
  • Product Configuration
  • Contract
  • Requests
  • Line Items

Backup and Delegate Approvers

Administrators can now configure backup and delegate approvers to ensure approval tasks continue without interruption during planned absences or coverage gaps. This feature supports:

• Assigning a backup approver to take full ownership of approval tasks
• Configuring one or more delegate approvers to act on behalf of the original approver
• Controls for handling both pending and new approvals during the coverage period
• Notification preference management
• Mutually exclusive settings for Backup, Delegate, and Transfer In Flight scenarios

For more information, see Backup Delegate Approver.

Formatted Text Support in LongString Fields

The Approvals application now renders formatted paragraph content in LongString fields. Formatted content displays correctly on the My Approvals, Preview, and other Approvals pages.

Example:

A LongString field configured with the following content: Please review the attached documents before proceeding.

Displays as: Please review the attached documents before proceeding.

Auto-Finalize Carts on Approval

You can enable automatic finalization of carts upon approval, eliminating the need to manually finalize each approved cart. To use this feature, configure the Auto Finalize On Cart Approval setting in Config System Properties. Once enabled, the system automatically finalizes the cart when it is approved, so you can focus on selling rather than administrative tasks.

If auto-finalization fails, you receive a notification to take corrective action. Note that the system prevents you from submitting carts for approval if there are pending required changes, ensuring data integrity. For collaborative carts, you must use the Submit for Merge action to finalize.

Additionally, you can enable the Auto Sync With Opportunity setting (under Global Settings > General > Finalization and Approvals) to automatically synchronize primary quote line items with the opportunity upon cart finalization no manual updates needed.

Note: Constraint rules are not triggered during auto-finalization.

For more information, see General Settings.

Enhanced Price Program Management, Contract-Based Associations, and UI Improvements

• A dedicated Price Program panel is available in the Cart UI for managing Price Programs directly from the cart page. The panel supports viewing associated Price Programs, creating new programs with cart context, and conditionally displaying program actions based on configuration. Cart pricing automatically refreshes after Price Program actions, and Rate Table adjustments restrict Product and Ad-hoc Group selections to items available in the current cart context.For more information, see Creating/Viewing a Price Program.
• Tier Rates pop-up enhancements improve visibility and usability during tier rate configuration. The updated layout displays all columns without horizontal scrolling, supports vertical scrolling for multiple tiers, and keeps the header and footer visible for a consistent configuration experience.For more information on Tier Rates pop-up, see Defining Benefits of a Price Program and Defining Benefits of a Promotion.
• The system streamlines Price Program and Rebate Program creation by automatically preselecting the program type when only one type is configured. When multiple program types are available, the existing selection dialog continues to appear.
• The system automatically associates active Price Programs linked to contract numbers on a quote during pricing. The Rebate API considers both direct and indirect program associations during price calculations and repricing, while the system aggregates and deduplicates indirectly associated programs and displays originating agreement details.For more information, see Rebate APIs in Conga Developer Portal.
• The List PricePrograms by BusinessObjectId API now returns both direct and indirect Price Program associations in a single response. The includeContractPricePrograms parameter (default: false) controls this behavior and includes programs linked via Agreements through Contract Numbers when set to true, while preserving existing behavior when false.The API identifies the association type using ContractNumbers (null for direct, populated for indirect). The system controls indirect programs, prevents their removal from the quote, and automatically removes them when deleted from the contract.For more information, see List price program details which are associated with the given businessObjectId API.
• The stepper for Rebates, Promotions, and Price Programs now supports expand and collapse across agreements, quotes, cart, incentive app, and admin flows. This update also refines configuration styles and field widths to maintain a clear layout in limited UI space.

Primary Quote Management for Opportunities with Multiple Quotes

The Primary Quote Management feature enforces that only one quote per opportunity can be designated as primary. When a new quote is marked as primary, the system automatically updates all other associated quotes to non-primary status. Deletion of a primary quote is prevented unless the designation is transferred.

Visual indicators in the user interface clearly distinguish the primary quote from others, and controls are provided for managing the designation. The system performs validations with descriptive error and confirmation messages for invalid actions. The Update API supports direct changes to the primary designation, and the feature is controlled by the EnablePrimaryQuoteManagement feature setting, which is disabled by default, and applies only to quotes associated with opportunities; standalone quotes are unaffected. Access the feature setting via the API endpoint: GET /api/config-management/v1/configurations/cpq/featuresettings

For more information, see Marking Quotes as Primary.

CPQ Cart Service Enhancements and API Improvements

The following enhancements are introduced to CPQ cart service in this release.

Ad-hoc group handling for cart operationsYou can now manage ad-hoc groups more flexibly during cart merge, deletion, and abandonment using the RLP CPQ Runtime API. When merging carts, ad-hoc group assignments from the parent cart are retained for existing lines, while new lines from the source cart remain ungrouped. If the KeepAbandonedCart setting is set to false, all ad-hoc groups are deleted when a cart is deleted or abandoned. To control these behaviors, enable the EnableCartAdhocGroups feature setting through the /api/config-management/v1/configurations API.

Consolidated group totals for ad-hoc groupsYou can now display a single Group Total across charge types and frequencies at the summary group level. Set the DisableChargeTypeTotaling and DisablePriceTypeBasedTotaling properties to true using the update configurations API. Group-level adjustments are accurately rolled up to line items, even in complex scenarios with multiple line types.

Consistent sorting of cart linesWhen you sort cart lines by GroupSequence in the CPQ Runtime API, Misc lines are now included in the sorted response. This gives you a complete and consistent view of all line types, including ramp and Misc lines.

Improved accuracy for cart and metadata endpointsThe Get Cart Status, Get Metadata, and Get Line Numbers endpoints now prevent duplicate line numbers and correctly apply filters to option line items, giving you more accurate data when managing carts and metadata.

CRUD support for CR recordsYou can now create, read, update, and delete CR records programmatically through the Cart API using the Fusion Service. API responses also include trace context information to help you track and diagnose requests.

Stateless service deploymentsYou can now run the Cart Service in stateless mode, without persistent state between service instances, while still maintaining compatibility with stateful set deployments.

Concurrent request handling for Create CartThe Create Cart flow now supports concurrent request processing, improving reliability during high-traffic operations.

Retired feature flagsFeature flags for line item attribute persistence optimization, smart batching for clone, and summary groups migration have been retired. API response behavior and trace context handling are now standardized, with no conditional logic based on these flags.

Trace context in API responsesRelevant API responses now include trace contexts, giving you better observability and easier troubleshooting through request tracking and correlation.

Reliable Quote Details page loadingThe Quote Details page now consistently displays and loads line items after you create a Quick Quote using the api/quote/v1/quotes/{quoteId} API. This resolves earlier issues caused by mismatched or null businessObjectId values during cart-to-quote checkout in Ecom and Pcom environments.

Optimized callback cachingA new platform-optimized-callback-cache feature flag lets you load a single dynamic-link library (DLL) per callback within a defined time window. You can configure the CallbackCache settings using the ExpirationTimeInSeconds and Size parameters to manage cache expiration and memory limits.

Revenue-Fusion API enhancementsThe GET, PUT, and DELETE endpoints now support path parameters in the /object/

/

format. Fetching a deleted record returns a 404 Not Found status, aligning error handling with Data APIs. The POST endpoint is unchanged.

Accurate Content-Range header for LineItem Status APIThe LineItem Status API now calculates and returns the Content-Range header based on the requested pageSize, pageNumber, and total line items. The header accurately reflects the returned range, handles scenarios where the total count is less than, equal to, or greater than the page size, and gracefully handles out-of-range page numbers.

For more information, see the Conga Developer Portal and the Update Configurations API reference.

Unique Product Results and Field-Level Security in Catalog APIs

The Catalog Search API now returns unique products across paginated results, eliminating duplicate entries when no sort parameter is specified. You can browse the catalog with confidence that the same product does not appear on multiple pages, preventing duplicate items from being added to your cart.

Catalog APIs now enforce field-level security for Product and PriceListItem objects. When you use product search, facets search, product details, or product comparison endpoints, you see only the fields your permissions allow ensuring data visibility aligns with your role-based field permissions across all user types, including guest users.

For more information, see Conga Developer Portal.

Pricing API and Waterfall Customization Updates

The Pricing API now displays user-defined rebate incentive and price program names directly in the Price Waterfall. Each pricing rule is clearly identified, and when multiple records share the same name, they appear as separate line items to maintain clarity in pricing adjustments.

Custom adjustment types that are not supported out of the box can now be displayed in the waterfall for both bundles and options, with a default value of 0. These adjustment values are updatable using callbacks, enabling the application of custom pricing logic.

For more information, see Price Waterfall APIs and Cart Adjustments APIs in Conga Developer Portal.

Functional and Technical API Improvements

The following enhancements are new to pricing, quoting, and rule engine APIs in this release:

• Mixed wildcard and non-wildcard record handling in Percolator: You can now process payloads containing a mix of wildcard and non-wildcard records across multiple pricing objects, including PriceMatrixEntry, PriceListItem, PriceRuleSet, PriceRuleEntry, Incentive, Rebate, and PriceProgram. The system accurately evaluates these mixed payloads in basic, multi-condition, and dimension-type scenarios for both LineItem and Attribute fields.
• Duplicate quote prevention: When you invoke the /api/quote/v1/quotes/upsert-quote API multiple times in rapid succession, the system now uses the External ID to generate Quote IDs, preventing the creation of duplicate proposal records.
• Asset field support in Product Attribute Rules and Field Expressions: You can now reference both standard and custom asset fields directly in Product Attribute Rule (PAR) criteria and Field Expression value definitions, enabling more flexible and comprehensive rule logic.
• Auto-set line item fields via Constraint Rules: You can now use the ConstraintRuleActionExpression APIs to auto-include a product for an asset and automatically set a line item field, such as quantity. This supports single-product scope and allows you to set one eligible line item field per rule using an Action Expression.

Asset360 Centralized Asset Management and Navigation

The Asset360 landing page has been significantly enhanced to give sales users a richer, more efficient view of their asset portfolio. All assets are now displayed in a hierarchical tree structure, allowing sales users to expand or collapse asset nodes as needed for focused navigation. The page includes aggregate header metrics showing total active assets and accounts at a glance, and a sortable data table that supports customizable views, users can select the columns most relevant to their workflows and save those as a default view.

Navigation from the landing page has also been streamlined. Clicking an asset and product links open their respective detail pages, with a back button available for a seamless return to Asset360. Users can also search across the asset list using Asset Status and Product Name making it easier to locate specific records in large portfolios.

Asset Line Item Detail Page: The Asset Line Item Detail page provides a comprehensive view of each asset, organized into collapsible sections: Basic Information, Additional Information, Term, Revenue, Renewals, and Billings. While most fields are read-only to ensure data integrity, users can directly edit a defined set of fields from the UI, including Name, Description, Inactive status, Allowed Action, Renewal Adjustment Type and Amount, Auto Renewal Type, Auto Renew, and all custom fields. Changes can be saved or cancelled, and the page provides navigation links to all related records and lists.

Transaction History: The Asset Transaction History chart has been expanded to provide a view of both asset transaction history and asset transaction history quantity for each asset line item. The chart now includes transactions resulting from all ABO operations.

Billing Schedules on Asset Line Items: Billing information is now surfaced directly on the Asset Line Item Detail page as a related list in a dedicated tab, eliminating the need to navigate elsewhere to review billing data. The top of the billing table highlights key summary figures, total billing for the asset, total invoiced amount, and pending billing amount, with full billing schedule details presented in a searchable, filterable table below.

Quote-to-Asset Navigation: When a quote is accepted and assets are created in the new UI, users can now navigate directly to the Asset Details page in the Asset360 application from the Quote's Related List. Clicking on Assets from the Related List opens the Asset Details page in a new tab, supporting a smooth handoff from the quoting process into asset management.

For more information, see Viewing Assets in the New UI and Viewing Asset Details in the New UI.

CPQ Asset-Related Reports

Two new reports, Subscription Renewals Dashboard and Account Based Asset Summary are introduced in this release.

Account Based Asset Summary report displays a high-level financial overview of assets tied to an account. At the top, three headline metrics display the account's key revenue indicators — Annual Recurring Revenue (ARR), Total Contract Value (TCV), and Annual Contract Value (ACV).The List of Active Assets table shows up to 50,000 asset records of asset-level data. The table supports advanced filtering, search by asset or account name, pagination, and navigation to asset and account detail pages, while only displaying active assets and excluding suspended or cancelled records. Subscription Renewals Dashboard shows upcoming renewals, list of assets expiring in 30 days and 60 days with links to account details and asset details, and all key metrics calculations on asset level.

For more information, see Reports and Dashboards.

CPQ Applications Migration to New One Shell Format

The migration of all CPQ applications to the new One Shell format is validated to maintain feature parity and ensure compatibility across navigation, user experience, and core functionality. This update addresses navigation issues, including the resolution of infinite back-navigation loops on the Quotes List page, allowing reliable movement between the Home and Quotes pages.

Collaboration features and Asset 360 are fully migrated to the new One Shell environment, supporting a consistent interface and seamless operation. These changes provide a unified experience for users and uphold the expected behavior of CPQ applications in the updated environment.

Service Sales and Product Association Enhancements in Service CPQ

You can associate service products with products directly during the quoting process. This release introduces a complete service-selling workflow for both administrators and sales representatives.

• Define service eligibility rules: As an administrator, you can set up eligibility rules that control which service products are available for each piece of equipment. You can define rules at the product, product group, product family, and product field set levels, using inclusion, exclusion, replacement, and validation constraint rule types with actions such as Auto Include, Prompt, Show Message, Disable, Hide, and Check on Finalize.
• Browse and search eligible services: You can search for eligible service products using the Service Catalog modal and the typeahead search API, which applies eligibility rules in real time and supports pagination, sorting, and special characters.
• Associate services to products in the cart: You can select and link service products to equipment in your cart, view selected products throughout the association process, and review related service lines directly on the cart page. Associations appear as read-only rows in the cart for clear visibility.
• Manage service associations: You can add or remove equipment associations from a service product without starting over, using the Add Related Line Item Association and Delete Related Line Item Association actions. When you delete equipment from the cart, its service associations are automatically removed.
• Clone service products: You can clone a service product along with all its related line items to quickly duplicate service coverage.
• Configure service bundles: You can configure service bundles with advanced constraint rules including inclusion and replacement types directly on the configuration page, with related bundle and option products visible for easy review.
• Retrieve all service associations: You can use the Get All Related Line Items API to retrieve all service-to-equipment associations for a cart or for specific service line items, supporting downstream order and asset creation.
• Updated cart and catalog experience: The Relate action is renamed to Find Services, and Field Sets for Service CPQ display columns are now managed in Flow Settings. The Catalog API also returns the fields used in eligibility rules to support configuration and management.

For more information, see Working with the Cart Page and Configure Products from the Catalog.

CPQ Admin Usability Enhancements

This update provides several usability improvements to the CPQ Admin UI. Administrators can create new visibility rules using a dedicated modal, entering Name, Sequence, Description, and Is Active fields. After creation, the system redirects to the Details tab for further updates to the visibility rule.

A new Field Change History feature is available for Price Lists, supporting tracking and auditing of changes to select fields. Administrators can view previous and new values, modification timestamps, and user details, with options for filtering, sorting, pagination, and export. Field tracking is configurable via the API endpoint: GET /api/audit/v1/field-history-tracking-config.

Advanced System Settings are accessible via API for users with Technical Support or Professional Services roles. These settings are managed as key–value pairs, with access controlled by role-based permissions. The API supports retrieving all feature settings (GET /api/revenue-admin/v1/feature-settings), updating settings (PATCH /feature-settings), and retrieving individual settings ({{GET /feature-settings/

}}). Unauthorized users receive an access denied message, and all changes are auditable to reduce misconfiguration risks.

For more information, see Creating a Visibility Rule and Viewing Field Change History Details for Price Lists.

Cart Versioning and Cart Management

You can now preserve your finalized cart history automatically with the new Cart Versioning feature. Instead of overwriting your existing cart when you revise it, the system creates a new cart version keeping your original data intact for review or rollback.

• Enable cart versioning: As an administrator, you can turn on the Enable Cart Versioning setting under Config Settings ? Global Settings via the UI or the api/revenue-admin/v1/flows/system/settings/configsystemproperties API. By default, this setting is disabled, so your existing cart behavior remains unchanged until you activate it.
• Automatic version creation: When you reconfigure a finalized cart, the system automatically creates a new cart version in Draft status while marking the original cart as Superseded. The most recently modified cart is automatically set as the primary cart.
• Review and revert to previous versions: You can access and review all previous cart versions including Superseded and Finalized carts directly from the Product Configurations related list. Superseded carts are available in read-only mode. You can revert to any earlier version by reconfiguring it, which clones it into a new Draft cart and supersedes the current one.
• Abandoned cart handling: When you abandon a cart revision, your finalized cart is no longer deleted. The behavior is governed by the Keep Abandoned Carts and Cart Versioning settings together. When both are enabled, abandoned carts are retained with an Abandoned status, preserving your original finalized cart.

For more information, see Configure Global Settings – Cart, Working with the Cart Page, and the Conga Developer Portal.

Salesforce Quote Program Management and ACV Enhancements

• Price & Rebate Program Integration for Salesforce QuotesThe system enables users working with Salesforce Quote and Advantage Platform Cart to access and manage Price and Rebate Programs directly from the Salesforce Quote page. Users can associate new or existing programs and apply them during cart pricing calculations. Administrators can configure this capability on the Quote page, and the system displays the feature based on the defined configuration.For more information on Price and Rebate Programs, see Price Programs and Rebate Programs.
• Rebate Programs Redirection Handling for Salesforce QuotesThe system enables redirection from Salesforce quote details to the rebate listing page by using the source=classicSFDC parameter to distinguish Salesforce-specific flows. It resolves cross-origin frame errors to ensure smooth navigation between systems. It also ensures scrollbars are available at 100% zoom, improving description visibility for administrators and integration teams.
• ACV Calculation for Standalone and Bundle ProductsIntroduced support for core SaaS revenue metric, Annual Contract Value (ACV), for subscription-based deals.Annual Contract Value (ACV) for products is calculated using the formula ACV = Total Contract Value / Contract Duration (in years) and displayed as a field on the Asset line item. The system recalculates ACV after each pricing change, supporting bundles, options, rollup lines, recurring, one-time, and ramp line items.Example: If Total Contract Value (TCV) = $4500 and total Contract Duration =5 yrs then ACV=4500/5= $900For more information, see Annual Contract Value.

Admin Settings Updates

This release introduces following updates in Admin Settings:

The Show Assets field in Asset Settings no longer includes the options 'Children', 'Parents', and 'Parents and Children'. The Submenu Action field has the options 'Change Merge', 'Change Split', and 'Relate Component' removed. The Enable Price Rules for Assets field is also removed, refining the available configuration options for asset management. Fields with data type currency are removed from 'Search Filter Fields' in Assets settings.See Configuring Assets Settings.

The Max Renewal LineItem Per Cart field remains available under the Renewals tab in Asset settings, allowing administrators to define the maximum number of renewed asset line items permitted on a single Renewal Quote. The default value is set to 500.See Assets.

A new Criteria Attributes column is available in the Asset Pricing Criteria UI as a multi-picklist. Select attribute names from the global master list with type-ahead support. All criteria fields and attributes are evaluated with an OR condition, and only global attributes are selectable.See Setting the Asset Pricing Criteria.

Enhancements in Assets UI

• Installed Products Page — Grouped Asset View Enhancements: The Installed Products page now supports paginated, on-demand loading for grouped asset views. Group headers display the group name and total asset count, and assets within each group load only when the group is expanded for the first time. Subsequent interactions use cached data to minimize API calls and keep the experience responsive. Each group header includes a contextual menu with Load More and Load All options, giving you control over how many assets are fetched at a time. The number of groups per page and assets per request are governed by the GroupsPerPage and LineItemsPerPage settings respectively. See Manage Group by View for Installed Products Page for details.
• Installed Products Page — Enhanced Sorting for Custom Views: Sorting behavior on the Installed Products page has been improved for both standard and grouped views:
  • Columns selected in the Choose Columns tab now appear in the same order in the Sort By dropdown when creating or editing a view.
  • The column selected in Sort By becomes the active sort column, with configurable ascending or descending order.
  • Custom Views reload with their saved sort column and sort order automatically applied.
  • Switching between Custom Views preserves each view's individual sort preferences.
  • The System Default View continues to sort by Created Date (Descending).

For grouped views, column sorting applies within each group independently. The group order itself is determined by the Group Summary API. Clicking a column header sorts descending on the first click and ascending on the second; clicking a different column clears the previous sort indicator. See Manage Group by View for Installed Products Page for details.

• Bulk Price Ramp Engine Support for ABO Use Cases: Bulk Price Ramps are now supported across Amend, Renew, and Terminate operations. You can add or remove ramp lines, handle renewals using Renew One Ramp (ROR) settings, and apply ramps across multiple charge types for both standalone and bundled products. Pricing and date calculations remain accurate throughout all ABO flows.
• Cart Icon Visibility for Renewed Ramp Assets: The cart icon now renders correctly for ramp assets during the Renew operation on the Installed Products page. Asset line item data is fetched via the Asset Data API to identify primary asset IDs and ensure accurate icon display for renewed ramp assets.
• Cart Line Item Deletion — Restricted for Protected Statuses: The Delete button is now disabled for cart line items with a status of Changed Configuration, Upgraded, or Cancelled, preventing accidental removal of protected records. When a cart contains a mix of protected and non-protected line items, selecting all items still keeps the Delete button disabled.
• Change Quantity — Validation and Decimal Precision Improvements: During the Change Quantity operation, the Go To Pricing button is now disabled whenever a validation error is present, preventing progression until the issue is resolved. Additionally, the New Quantity field now respects the configured Quantity Precision setting, displaying decimal values consistently based on your organization's configuration.

For more information, see Manage Group by View for Installed Products Page.

SaaS Metrics Calculation and Reporting

This release provides comprehensive support for key SaaS revenue metrics, including Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Annual Contract Value (ACV), Gross Revenue Retention (GRR), and Net Revenue Retention (NRR). MRR is calculated for both standalone and bundled subscription products and is displayed on the Asset line item. The system recalculates MRR after each pricing change, supporting recurring bundles, options, rollup lines, and ramp line items.

ACV calculation now extends to products with various charge types, including bundles, options, rollup lines, recurring, one-time, and ramp line items, providing a more accurate representation of annual contract value across different product configurations.

New fields, Starting TCV, Expansion TCV, and Contraction TCV, are introduced on each Asset Line Item to support the calculation of GRR and NRR. These fields capture the total contractual value for new sales, expansions, and contractions, and are presented in currency format. GRR and NRR are calculated and displayed as percentage fields, reflecting revenue retention performance. Both metrics accept decimal values for precise analysis.

These metrics support revenue forecasting, sales strategy, investor reporting, customer success, product optimization, and compliance. Administrators and reporting users can leverage these fields for accurate and actionable revenue analysis.

For more information, see SAAS Metrices.

Share Quote Feature for Internal Users and Groups

Enable sharing of quote records with internal users or user groups by specifying permission levels such as Viewer or Editor, while maintaining access control through platform-assigned permission groups.

For more information, see Sharing a Quote with other Users or User Groups.

Default From Value Handling for Usage Price Tiers

The system now automatically sets the first tier’s From value to 0 in the Usage Price Tier pop-up when the field is left blank or explicitly set to 0, and displays 0 by default. If a different value is entered, the system retains and displays the specified value. These capabilities are available as out-of-the-box functionality for all users.

Pricing, Usage Tier, and Contract Pricing Enhancements

• Product-Specific Pricing with UOM and Frequency ConversionThe Cart Grid now applies defined Unit of Measure (UOM) and frequency conversion rates to product-specific pricing calculations, including promotions and coupons. When conversion rates are defined and proration is allowed, the system uses the configured rates during calculations. If conversion rates are not defined, the system continues using the existing Turbo Pricing logic, such as applying the default year-to-month conversion rate of 12. This release does not support indirect UOM or frequency conversions.
• Mass Price Ramps Support for Asset-Based Operations (ABO)The Mass Price Ramps feature supports Asset-Based operations (ABO), including Change, Renew, and Terminate operations, for both standalone and bundle products on the Cart Grid. You can add and remove ramp lines for Change and Renew actions, while ramp line modifications are disabled for Terminate actions on cancelled lines. This update maintains consistent behavior for both new sales and installed products.For more information, see Creating Mass Price Ramp.
• Roll-up Lines Match the HeadersLease roll?up lines and Service roll?up lines match their corresponding Header Lease and Header Service values as expected.
• Price Dimension Field Data Type Support in Admin UIThe Admin UI now supports data type–based input controls for Price Dimension fields, enabling you to enter values using appropriate formats such as date/time pickers and picklists. The system automatically recognizes field data types across Price Matrix entries, Rule entries, Criteria, and Formula Fields to ensure accurate value entry.The system maps Complex, Complex Array, Reference, Identifier, and Image fields as String, and Rollup fields as Number. For Incentives with Tiers, the system supports only LineItem-type Price Dimensions.
• Usage Tier Auto-Population and Save BehaviorThe system now auto-populates From and To values in Usage Price Tiers when Matrix type is set to Dimension and Price Type is set to Usage. It supports single-dimension matrices with Range, Cumulative Range, Cumulative Range – Line Item, and Weightage Range value types, but does not support Discrete or multi-dimension matrices. You can modify dimension values in the Usage Price Tier pop-up; however, the system does not automatically update corresponding To values, which must be updated manually.The Usage Price Tier dialog box now activates the Save button when dimension values are modified, rows are added or deleted, or adjustment fields contain zero, null, or None values. The system saves and displays updated values when the dialog box is reopened. Updated values are passed to billing but are not synchronized with admin-level entries.For more information, see Configuring Usage Price Tier.
• Enable Usage Indexing Support in Price Matrix UI and APIThe Enable Usage Indexing checkbox field is now available in both the Price Matrix Admin UI and Price Matrix API. The field allows administrators to specify whether pricing calculations should use total cumulative usage across billing periods. By default, the field is disabled and treated as FALSE when not provided or when null values are passed. The field supports create, edit, view, and delete operations across both UI and API flows.api/revenue-admin/v1/matricesFor more information, see Configuring Price Matrices and Conga Developer Portal.
• Updated Warning and Error Messages in Cart GridThe Cart grid now displays the Product Name and Cart Line Item ID in warning and error messages for affected items. This change helps you quickly identify the relevant product when reviewing system messages.

CPQ Web UI Feature Enhancements

This release introduces several updates to the CPQ Web UI:

When the Hide Pricing until Cart setting is enabled, pricing remains hidden on the mini-cart page until the cart is accessed. Administrators can configure this setting through Flow Settings > Override Settings or by using the HidePricingUntilCart parameter in the GET api/revenue-admin/v1/flows/system/settings/configsystemproperties API.See Configuring Overriding Settings.

The Finalize button in the mini-cart now supports finalizing carts that display warning messages by including the hasAcceptedWarning: true parameter in the finalize API payload. This aligns the mini-cart's behavior with the main cart page, allowing completion of the cart finalization process even when warnings are present.

In the Send for Review panel, both users and contacts are now displayed and selectable in the To, CC, and BCC fields. The panel supports searching by name or email ID, case-insensitive matching, and validates manually entered email addresses, displaying errors for invalid entries.See Sending a Quote for Review.

Visibility of the Approve Cart button in the CPQ React UI is now controlled by user roles and quote stage. The button appears in the Next Steps section only when the quote stage is In Review and is no longer accessible from the kebab menu.See Approving a Cart.

When the approval stage of a quote is set to Accepted and the feature setting is enabled, all actions and checkboxes on the Installed Products page become read-only, preventing selection or modification of installed products for approved quotes.See Installed Products Page.

Administrators can control the visibility of the FinalizeCPQWeb, ReviseCart, and ViewCart buttons on the Quote page by setting the "AlwaysDisplay" option to true or false in flow settings. By default, the Revise Cart button is enabled, but it can be hidden by updating this setting.See Viewing Quote Details.

Back navigation is now consistent across all quote actions. When navigating to the cart page and using the back arrow next to the quote name, the quote details page is displayed, regardless of the previous action taken within the quote, such as Approve Cart or Create Contract.

CPQ Configuration Processing and Rule Evaluation Enhancements

• Automatic Publishing for Constraint Rule UpdatesThe system now automatically publishes related service products when the Match In - Related Line field is updated in a Constraint Rule Condition. This behavior applies to both direct updates and DataSync imports, ensuring updated configuration behavior becomes available immediately after changes are processed.
• Segregated Publishing Pipelines for DataSync and Manual UpdatesThe publishing framework now separates DataSync and manual publishing operations into dedicated queues and workers. This segregation prevents high-volume DataSync operations from affecting manual product update processing and improves publishing reliability and consistency across configuration updates.
• Config Callback Message SupportThe Config Callback feature now supports Warning and Information messages in Config API responses. You can use before and after Config Callbacks to return relevant messages and improve visibility for API consumers during configuration processing.
• Enhanced Formula Evaluation Performance for PAR and RulesThe system now supports C# expression tree compilation for formula evaluation in Product Attribute Rules (PAR) and rule-processing scenarios. This enhancement replaces the standard FormulaEvaluator while maintaining consistent evaluation results between PAR and Formula Engine (FE) processing and improving expression evaluation performance. For more information, see Creating a Constraint Rule Condition.
• Constraint Rule Filtering and Lazy-Load Validation EnhancementsConstraint rules now expand and filter product group actions to include only products available within the offering, improving rule application accuracy. The system also returns consistent errors and warnings for options, sub-bundles, option groups, and attributes within lazy-loaded bundles, aligning lazy-load behavior with the standard non-lazy-load flow.

Enhancements for Attribute Management and Global Search in Application Settings

The Attribute Details page now supports an extensible layout, enabling the addition or removal of fields through CX Studio. This update provides greater flexibility for administrators to customize attribute management according to organizational requirements.

A global search feature is introduced in Application Settings, allowing administrators to search for settings by keyword across all Global Settings. The search highlights matching settings and enables direct navigation to the relevant configuration, supporting partial word matches and requiring a minimum of three characters. The search text persists while navigating within Global Settings but resets when leaving and returning to the section.

For more information, see Creating an Attribute, CX Studio, and Configure Global Settings.

ABO Enhancements

• Asset Annual Recurring Revenue (ARR) – Improved Amendment Accuracy: The ARR calculation now references the current contract term in amendment scenarios within the same contract period. When adjusting quantity or price without changing the contract end date, ARR values remain accurate and consistent throughout the amendment lifecycle.
• Ramp Support for Swapped Bundle and Standalone Products: Ramp lines, including standalone, bundle, and option ramps, are now correctly applied to upgraded lines during a swap operation. Asset line-item association now references only the parent asset (not the price list item), ensuring accurate ramp application on upgraded lines.
• Option Ramp Renewal Date Fix for Default Asset Pricing: When the Default Asset Pricing Indicator is set to False, renewal quotes now correctly display start and end dates on the first ramp line for option-only ramps, resolving previous date assignment inconsistencies during the renewal process.
• Usage Fee Added to Charge Type Picklist: The ChargeTypePickList on LineItem, OrderLineItem, and AssetLineItem objects now includes Usage Fee as a selectable charge type.
• Ramped Product Renewals Based on Last Ramp Line End Date: OnDemand and Product Lead Time renewals for ramped products now use the last ramp line's end date, rather than the first, to determine renewal eligibility. This applies to standalone, bundle, and option ramp scenarios and affects renewal grouping and lead time calculations.
• Expanded Charge Type Support for Asset Renew Operation: The Asset Renew operation now supports adding or removing charge types based on charge type criteria, regardless of whether Asset pricing is enabled or disabled, and with or without Asset pricing criteria. Line status, net price, and asset pricing flags are updated according to charge type and attribute conditions across standard, bundle-option, ramp, and usage products.
• Cart Icon Visibility for Renewed Ramped Assets: The cart icon for renewed ramped assets on the Installed Products page now displays correctly when the RenewOne Ramp setting is enabled.
• Termination Validation Error for Missing Billing Schedules: A validation error message now appears during asset cancellation when no billing schedules exist for the primary line of the root product. The error includes both the Asset ID and Asset name, and is triggered across cancellation, change, and renewal actions, including ramp line and option cancellations, via both the UI and API.
• Zero-Refund Termination for Usage Products: Usage products can now be terminated at any date without generating a refund. The cart displays a net price of $0 for the terminated product, regardless of the Same Day Cancellation (SDC) setting or whether termination occurs on the start date.
• Billing Matrix API Bypass for Assets Without Billing Schedules: When billing schedules are not present for an asset, or when lines are in a Cancelled status, the Billing Matrix API is no longer invoked during termination, swap, or configuration changes. This prevents errors and allows these operations to proceed without requiring billing schedules.
• Accurate Net Price Update on Asset Quantity Change: Net price and Asset Total Contract Value (TCV) are now correctly updated when asset quantity is increased or decreased using the Incremented & Merged or Decremented & Merged operation. The delta price now matches the value shown in the cart line item.
• Renewal Field Updates for One-Time Asset Line Items: During ABO flows for one-time asset line items, the fields Is Renewal Pending, Is Renewed, Next Renew End Date, and Last Renew End Date now reflect accurate values across new sales, manual, auto, on-demand renewals, and ramp scenarios.
• Predefined Seed Data for Group By Fields in Assets: The Group By Fields setting in Assets now includes predefined columns as seed data. This multipicklist field gives administrators a ready-to-use starting configuration.
• Modifiable Usage Tier Updates During ABO: Updating modifiable usage tiers during an ABO operation is now supported. Modified usage entries are stored directly on the asset line items, enabling accurate tracking of usage changes throughout the asset lifecycle.

For more information, see Configuring Assets Settings, Terminating an Asset, Creating On Demand Renewal Quote, and Asset Renewal.

Service CPQ: Pricing and Related Line Item Enhancements

Introduced the following enhancements for service product pricing, related line item support, and service price distribution in New Sale transactions:

• Rollup-Based Service Product Pricing for New SaleThe system now supports rollup-based Service Product pricing calculations for New Sale transactions by using dimension-based Price Matrix combinations for Quantity, Product, and Option values. When a matching Price Matrix entry is unavailable, the system falls back to the Price List Item list price.The system supports configurable weightage allocation and validation across related line items to ensure accurate pricing distribution. It automatically recalculates service product quantities and pricing based on associated equipment products and preserves pricing updates across adjustments, relaunches, bundle modifications, and line item changes.Administrators can also configure related line item columns through Application Settings > Global Settings > Field Sets. The system validates configured weightage totals against service product net pricing requirements and prevents saving when validation criteria are not met.For more information, see Configuring Cart Settings for Field Sets.
• Related Line Item Context Support in Price MatrixThe Price Matrix now supports Related Line Item context in Price Dimensions for service product pricing calculations. The system retrieves, creates, and synchronizes Price Matrix entries by using related line item dimensions, enabling administrators to configure flexible pricing models based on primary and related line item attributes.For more information, see Creating a Price Dimension.
• Service Product Pricing Allocation SupportThe Allocate distribution method now supports proportional distribution of service product base prices across related equipment products by using dimension-based Price Matrix calculations with List Price fallback support. The system supports configurable weightage type and amount values, validates allocation totals against pricing requirements, and updates weighted pricing calculations for related line items.For more information, see Working with the Service Catalog.
• Service Price Distribution Method ConfigurationAdministrators can now configure the Service Price Distribution Method setting under Global Settings > Pricing. The setting supports Rollup and Allocate methods for determining how Service CPQ calculates service pricing across related lines.The Rollup method calculates service base pricing by aggregating prices from related lines, while the Allocate method distributes the service net price proportionally across related lines.For more information, see Configuring Pricing Settings.

Service CPQ: Asset and Service Relationship Management

Configure and sell services for one or multiple products directly from the catalog, supporting both standalone and bundled product scenarios. Initiate service configuration and sales concurrently with the original product sale. When a service asset is created, the system establishes and maintains a relationship between equipment assets and services using the Related Asset line item object. This relationship is automatically updated during amendments, such as adding or removing equipment from a service, ensuring accurate associations in line item records.

Perform change operations on service assets via API, including adding or removing associated equipment and updating the weightage percentage for equipment linked to a service. The related line-item details are visible in the cart, and new catalog products can be associated with existing services. Asset-Based Ordering (ABO) operations remain available for selected equipment and other assets within the same cart. To retrieve pricing fields, set ServicePriceDistributionMethod to Allocate.

For more information, see Relationship Between Equipment Assets and Services.

Favorite Preview in Catalog

You can preview the contents of a saved Favorite directly from the catalog before adding it to your cart. This helps you verify product configurations, pricing, and rule changes upfront—eliminating the need to add, inspect, and remove Favorites through trial and error.

• Preview Favorite details: You can view a Favorite's name, total price, and all primary line items including expandable bundles and options in a scrollable, read-only modal dialog. Pinned product columns and a fixed header keep key information visible as you scroll through large Favorites.
• Handle large Favorites efficiently: The preview supports pagination, so you can browse Favorites containing more than 100 products without performance issues. Use page size and page number parameters to navigate through line items, including bundles, sub-bundles, and options.
• Configure preview fields: As an administrator, you can control which fields appear in the Favorite preview using Display Column Settings on the Catalog Page in Flow Settings. By default, the preview displays Name, Description, Quantity, and Net Price. You can add custom line item fields as needed. Restricted fields such as ID, ETag, and AddedByRuleInfo are automatically excluded.

For more information, see Configuring Catalog Page Settings and Searching Products from the Catalog.

Pricing and Rebate Management Improvements

• Rebate Listing Grid Configuration in Cart ViewAdministrators can now configure the rebate listing grid in the cart-embedded view to control column visibility and suppress specific row-level actions. These settings apply only to the cart-embedded view and do not affect other pages or organizations.
• Rebate Program and Price Program Navigation ControlThe system now supports separate visibility control for Rebate Program and Price Program entries in the left navigation panel. This enhancement replaces the previous single Incentive Management navigation option.
• Quote Clone Traceability SupportWhen cloning a quote, the system can populate the source quote ID and External ID into destination fields for traceability. The original IDs of cloned quotes are preserved, and field mapping supports matching data types.
• Summary Adjustment Support for Ramp LinesThe Pricing API now cascades summary adjustments to bundle and option products with ramp lines. The system applies adjustments independently to each ramp line to maintain accurate net prices and adjustment percentages.
• Price Waterfall Adjustment and API EnhancementsThe system now supports updating the name of a manual adjustment in PriceWaterfall Data without triggering pricing recalculation. Name changes update ChartPricepoint and RollupPricePoint values independently of the pricing cycle.Price Waterfall APIs now group adjustments by rule ID at the Bundle and Option level, consolidating multiple adjustments with the same target price point into a single entry. This behavior prevents duplicate adjustments and improves roll-up calculations and reporting accuracy.Adjustment line item responses now display the actual applied adjustment amount from the AdjustmentSource field when configured through PriceMatrix, Price Rules, or Waterfall Rules. The system supports custom, formula, and standard fields while maintaining backward compatibility.For more information, see Get price waterfall detail , Get price waterfall detail by chart ID , Get summary group associated price waterfall detail , Get summary group associated price waterfall detail by chart ID APIs.
• Product Category Support in PriceRuleSetsAdministrators can now apply PriceRuleSets based on Product Category in the UI by using CategoryID in PriceRuleSet conditions to trigger discounts and adjustments.For more information, see Overview of the Cart Page and Cloning a Rebate.

Cart API – Multi-Tier Cart Collaboration

You can collaborate with subject matter experts across your organization directly from the cart using Multi-Tier Cart Collaboration. This feature lets you delegate specific line items to collaborators for review, configuration, and pricing—while controlling exactly which fields they can see and edit.

• Create collaboration requests: Select one or more primary line items from your cart and create a collaboration request. You can assign it to a specific user or a queue, set a collaboration type (Peer-to-Peer or Multi-Tier), define a priority, and choose a price list even one that differs from the parent cart. The system clones a child cart containing only the selected line items for the collaborator to work on. The product configuration status updates to In Collaboration, preventing finalization or approval while collaboration is active.
• Control field visibility: As an administrator, you can configure which line item fields are transferred between the original and collaborator carts using CollabCreateFields and CollabMergeFields settings in Flow Settings or via the GET api/revenue-admin/v1/field-sets API. Only the fields defined in CollabMergeFields are merged back into the main cart.
• Add and update line items: Collaborators can add new line items or update existing ones in their assigned cart. Configuration rules and pricing are applied automatically. Collaborators see only the line items and fields assigned to them.
• Submit and merge changes: Collaborators submit their changes back to you for review. You can then merge the changes into the main cart—or reassign the request for further revisions. Merging updates the main cart with collaborator changes and sets the collaboration status to Accepted. The merge supports bundles, options, sub-bundles, multiple adjustments, and complex pricing scenarios.
• Cancel or delete requests: You can cancel or delete a collaboration request at any time to revoke collaborator access. Collaboration requests are also automatically cancelled or deleted when the parent cart is superseded, deleted, or abandoned, ensuring no open requests block cart finalization.
• Price list consistency: Collaboration requests honor the originating quote's price list, so pricing remains accurate even when using price lists with different currencies.
• Email notifications: Automated email notifications are sent to collaborators and cart owners at key stages—including assignment, reassignment, updates, submission for merge, and cancellation. Each notification includes a direct link to the relevant cart.

The feature is available in both Angular and CPQ React interfaces.

For more information, see Editing a Flow, Assigning the Collaboration Request, and the Conga Developer Portal.