• Update a configuration
• Price Optimization Overview

• Quote Collaboration Process Flow
• Conga Developer Portal

• Conga Developer Portal
• Updating a Contract

• Object Layouts
• Defining Benefits for a Rebate
• Defining Benefits
• Price Program
• Rebate Programs
• Create incentive rules API
• Update incentives API

• Conga Developer Portal
• Clone a Cart
• Conga Developer Portal

• Defining Scope for a Rebate
• Incentive Conditions

• Digital Sales Room (DSR)
• Share Quote with Buyer and Partner
• Creating Storefront Settings
• Editing Storefront Setting

• Asset Change Operation
• Asset Renewal

• Associating a Rebate Program
• Associating a Price Program

• Conga Developer Portal
• Importing Cart Lines from Worksheet
• Templates for Importing and Exporting Cart Lines

• Overview of the Cart Page
• Managing Ad-Hoc Groups in the Cart
• Conga Developer Portal

• Configuring Conga CPQ Embedded Experience in Salesforce
• Creating and Configuring Quotes in Salesforce Opportunity
• Manually Syncing Quotes with Opportunities
• Conga Developer Portal

• Approval Rules Based on Price Recommendations
• Cart in Grid View
• SPOM-Based Pricing Guidance in Deal Guidance

• Understanding CloneSpec
• Understanding CloneSpec
• Conga Developer Portal
• Quote API Documentation

• Product Search in the Catalog
• Overview of the Cart Page
• Pricing a Product on the Shopping Cart
• Configuring Cart Page Settings
• Creating an Attribute
• Associating an Attribute to an Attribute Group
• Assigning the Collaboration Request
• Field Schema Settings
• Conga Developer Portal

• Conga Developer Portal
• DisplayActionCallback Class
• Cart Checkout to Order API
• Cart Clone API

• Conga Developer Hub
• Feature Settings

• Conga Developer Portal
• Viewing the Activity History of a Quote

• Conga Developer Portal
• Creating Price Ramps on the Cart Page
• Overview of the Cart Page

• Retrieve custom settings associated with a flow
• Update custom settings associated with a flow
• Creating Price Ramps on the Cart Page
• Creating Mass Price Ramp
• Product Pricing

• Configuring Cart Settings
• Editing a Flow

• Creating an Approval Custom Configuration
• Creating a Rule-Based Approval Flow
• View Approval History
• Approval Center
• My Approvals
• Approval Center
• Custom Configurations
• Notifications
• Creating an Approval Custom Configuration
• Understanding Approval Consolidation

• Approvals in Slack
• System Properties
• Approval System Properties

• Viewing Asset Details and Related Lists on Modern UI
• Auto Renewal of Assets
• Conga Developer Portal
• Viewing Quote Details
• Annual Contract Value
• Cart in Grid View
• Manage Roles and Permission Groups
• Configuring Cart Page Settings

• Working with the Cart Page
• Creating an Attribute
• Update Custom Settings Associated with a Flow

• Managing Assets on Modern UI
• Viewing Asset Related Details
• Viewing Asset Details and Related Lists on Modern UI
• Viewing Asset Details and Related Lists on Modern UI

• Annual Contract Value
• Viewing Quote Details
• Skip Asset Creation for Price List Items
• Asset change operation
• Skip Asset Creation for Price List Items
• Asset Renewal
• Asset Callback Class
• Asset Renewal Callback Class

• Managing Assets on Modern UI
• Viewing Asset Details and Related Lists on Modern UI

• Creating Views
• Cart Views
• https://developer.conga.com/

• Conga Integration Wizard for Salesforce & Platform Integration
• Running Conga Integration Setup Wizard

• Catalog and Revenue Admin APIs
• Configuring Cart Settings
• Quote Lifecycle Collaboration

• Conga Developer Portal
• Auto Populating Billing Preference

• Quotes Comparison Overview
• Comparing Quotes
• Configuring Quote Settings
• Conga Developer Portal

• Working with the Service Catalog
• Configuring Service Products
• Associate Service Products to Products in Cart
• Configure Constraint Rule Using Advanced Rule Setup
• Conga Developer Portal

• Creating an Attribute
• Conga Developer Portal

• Adding Details to a Price List Item
• Configure Pricing Settings
• Conga Developer Portal

• Conga Developer Portal
• Viewing Favorites on Modern UI

• Quote Ownership Overview
• Creating and Configuring Quotes in Salesforce Opportunity

• Overview of the Cart Page
• Creating a Contract

• Configuring Conga CPQ Embedded Experience in Salesforce
• Creating and Configuring Quotes in Salesforce Opportunity

• Update a configuration
• Price Optimization Overview

• https://documentation.conga.com/en/cpq-for-advantage-platform/current/cpq-for-users/quotes/manually-syncing-quotes-with-opportunities
• Manually Syncing Quotes with Opportunities
• Configuring Conga CPQ Embedded Experience in Salesforce
• Creating and Configuring Quotes in Salesforce Opportunity
• Conga Developer Portal

• Configuring Pricing Settings
• Pricing a Product on the Shopping Cart

• Clone a Cart
• Conga Developer Portal

• Creating Storefront Settings
• Editing Storefront Setting

• Quotes Comparison Overview
• Comparing Quotes

• Update a configuration
• Product Pricing

• Creating a Constraint Rule Condition
• Creating a Constraint Rule Action

• CloneSpec
• Conga Developer Portal

• Check the cart out API
• Conga Developer Portal

• Clone a Cart
• Conga Developer Portal

• Update a configuration
• Conga Developer Portal

• Create Attribute Constraint Rules
• Update Attribute Constraint Rules
• Create Attribute Constraint Rule Entries

• Defining Scope
• Defining Criteria

• Asset Callback Class
• Asset Renewal Callback Class

• Annual Contract Value
• Cart in Grid View

• Retrieve custom settings associated with a flow
• Update custom settings associated with a flow

• Configuring Cart Page Settings
• Working with the Cart Page

• Create incentive rules
• Update incentive rules
• Update incentives

• Conga Developer Portal
• Adding Details to a Price List Item
• Configuring Pricing Settings

• Apply at Point of Sale
• Apply Post Sale

Configure Constraint Rule Using Advanced Rule Setup

• Manage Price Programs
• Manage Rebate Programs

• Approvals Integration with Microsoft Teams
• Approvals in Microsoft Teams

• Creating a Contract
• Updating a Contract

• Creating/Viewing a Price Program
• Defining Benefits of a Price Program
• Defining Benefits of a Promotion
• Conga Developer Portal
• List price program details which are associated with the given businessObjectId

• Conga Developer Portal
• Update Configurations API reference

• Working with the Cart Page
• Configure Products from the Catalog

• Creating a Visibility Rule
• Viewing Field Change History Details for Price Lists

• Configure Global Settings ? Cart
• Working with the Cart Page
• Conga Developer Portal

• Price Programs
• Rebate Programs
• Annual Contract Value

• Configuring Assets Settings
• Assets
• Setting the Asset Pricing Criteria

• Creating Mass Price Ramp
• Configuring Usage Price Tier
• Configuring Price Matrices
• Conga Developer Portal

• Configuring Overriding Settings
• Sending a Quote for Review
• Approving a Cart
• Installed Products Page
• Viewing Quote Details

• Creating an Attribute
• CX Studio
• Configure Global Settings

• Configuring Assets Settings
• Terminating an Asset
• Creating On Demand Renewal Quote
• Asset Renewal

• Configuring Cart Settings
• Creating a Price Dimension
• Working with the Service Catalog
• Configuring Pricing Settings

• Configuring Catalog Page Settings
• Searching Products from the Catalog

• 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
• Overview of the Cart Page
• Cloning a Rebate

• Editing a Flow
• Assigning the Collaboration Request
• Conga Developer Portal

Creating/Viewing a Price Program

• Exclusion Rule for Related Line Items with Product Group Scope
• Inclusion Rules for Related Line Items with Product Family Scope

Manage Rebate Programs

Creating a Price Dimension

Adding Constraint Rule Details

• Saving line item sort settings in cart views
• Importing line items.
• Reordering Primary Lines within Cart Groups
• Associating Eligible Service Products to Products

• Updated topic to add details about collateral display on product details page on catalog page.

• Updated topic to add additional features introduced to alert panel on the cart page.
• Updated topic to add details about ad-hoc group sequencing.

• To add details about adding Picklist values.
• To add details about enhanced attribute naming convention

• Send Renewal Quote Creation Notification
• Send Renewal Quote Update Notification
• Send Touchless Renewal Quote Acceptance Notification
• Send Renewal Process Error Notification
• Base Price Defaulting Method For Renewal

• Cart Collaboration- Adding Line Items on UI.

• Removed Metric Calculation Source field information.
• Updated Metric Value Source field information.

Updated topic to indicate the availability of the Cart Collaboration feature.

Updated topic to indicate the availability of the Typeahead Search feature.

New topic

Configuring Column Settings

Updated topic to add new settings.

Cart Settings on UI

Updated topic to add a new setting Default Collaborator Type.

Adding Charge Types to a Price List Item

Updated topic to add a note for saving automatically without requiring the SAVE button.

Adding Charge Type Criteria to a Product

Updated topic to add a note for saving automatically without requiring the SAVE button.

• Search
  • All Products.

• Cart Locking for concurrent access

Creating a Color Band

Asset Renewal Custom Callback Class

New topic

Asset Features Parity table

Updated topic.

Creating Quotes

Updated topic. Added information in the create a new quote section.

Editing the New Quote Pop-up Layout

New topic

Pricing Settings

Updated topic. Added information about the new enhancement for the Adhoc/Hierarchy Totaling Hierarchy setting.

Creating a Price Dimension

Updated topic. Added information about the lookup component in Field.

Creating a Constraint Rule

Update topic. Added information about Clone rule type.

Configuring a Constraint Rule

Updated topic. Added information about Action Expression field.

Asset Settings

Updated topic. Added information in the Renewal section and Suspend And Resume section.

Renewal Settings

New topic

Configuring Auto Renewal of Assets

New topic

Adding Details to a Price List Item

Updated topic. Added Price UOM in the steps.

Managing Catalog

Updated topic. Added details about navigating to the parent category from the catalog page.

Managing the Option Groups

Updated topic. Added details about navigating to the parent option group from the Option Groups page.

Creating Guidance Rules

Updated topic. Added details about navigating to the dimension set details from the Guidance Rules page.

About Cart Locking for Concurrent Access

New topic

Creating a Price List

Updated topic. Added searching step for currency field.

Creating a Dimension

Updated topic. Added searching step for a field.

Defining Benefits of a Promotion

Updated topic.

• Removed Effective Date and Expiration Date entries from Rate Table - No Tiers.
• Added a note for "Rate Table Columns" field.

Adding Details to a Price List Item

Updated topic. Added Min/Max Applies To, Min Price/Net Adjustments %, and Max Price/Net Adjustments % in the steps.

Installing Conga CPQ (RLS) Package

Updated topic. Added the latest CPQ (RLS) package.

About Proposal Details Page

Updated topic. Added Recommended Products and Document features.

Cloning a Product

Updated topic. Added 'Pricing' under Clone entire product step.

Cloning a Product

Updated topic. Added a note regarding dynamically cloned products.

Renewing an Asset

Updated topic. Added information about "Evergreen" and "Do Not Renew" cart line items.

Creating a Visibility Rule

New topic

Editing a Visibility Rule

New topic

Deleting a Visibility Rule

New topic

Adding Details to a Price List Item

Updated topic. Added information related to Cost field and Filter Expression has been renamed to Related Adjustment Amount Source.

Adding Default Pricing to a Product

Updated topic. Added information related to Default Quantity and Default Price fields.

Pricing Features

Updated the parity table to indicate the availability of Total Level Waterfall.

Installing Conga CPQ (RLS) Package

Updated Topic. Added the latest CPQ (RLS) package.

Creating Attribute

Added the Object Related To field for the attribute of type Lookup.

Sync Renewal Quote to Platform

Added task topic for syncing Renewal quote from Salesforce to Conga Platform.

Creating Storefront Settings

Updated topic regarding Locale and Guest User fields.

Editing Storefront Settings

Updated topic regarding Locale and Guest User fields.

Managing Visibility Rules

New topic

Deleting an Option Group

Added task topic for deleting option group and product option group.

Creating a Price Dimension

Added search support step for Field item.

Defining Benefits of a Promotion

Added a note related Rate Table under the Rate Type step.

Asset Features

Updated the parity table to indicate the availability of editing and deleting personalized views on the Installed Products page.

Managing Catalog

New topic

Managing the Products

Updated topic to re-structure the task topics.

Managing the Product Groups

Updated topic to re-structure the task topics.

Managing Price Lists

Updated topic to re-structure the task topics.

Creating a Field Expression

Added a note for objects like Line Item, Product, and Attribute in the expression builder.

Configuring Price Matrix Entries

Added Field Expression steps for adding price matrix entries.

Adding Details to a Price List Item

Added Filter Expression steps for related pricing.

Configuring Column Settings

Added Price Waterfall column settings.

Associating Attribute Groups with a Product

Create new attribute directly on the associated attributes page under products.

Associating Feature Sets with a Product

Create new feature set directly on the associated feature set page under products.

Associating Product Groups with a Product

Create new product group directly on the associated product group page under products.

Associating Categories with a Product

Create new category directly on the associated categories page under products.

Associate an Attribute to an Attribute Group

Create new attribute directly on the associated attributes page under attribute group.

Associating Dimension to the Dimension Set

New Feature

Managing Catalog

Added actions available.

Managing the Product Groups

Added export feature under available actions.

Managing the Feature Sets

Added export feature under available actions.

Managing Field Expressions

Added export feature under available actions.

Managing the Constraint Rules

Added export feature under available actions.

Managing Price Lists

Added export feature under available actions.

Deleting a Price List

Added multiple deletion.

Deleting a Price Dimension

Added multiple deletion.

Managing Price Dimensions

Added export feature under available actions.

Managing the Price Waterfall

Added export feature under available actions.

Deleting the Price Waterfall

Added multiple deletion.

Managing the Promotions

Added export feature under available actions.

Deleting a Promotion

Added multiple deletion.

Deleting a Price Waterfall Ruleset

Added multiple deletion.

Managing Price Water Rulessets

Added export feature under available actions.

Managing Deal Guidance

Added export feature under available actions.

Deleting Color Bands

Added multiple deletion.

Deleting Dimension

Added multiple deletion.

Deleting Dimension Sets

Added multiple deletion.

Deleting Guidance Rule

Added multiple deletion.

Configuring Storefront Settings

Added export feature under available actions.

Configuring Flow Settings to Override Global Settings

Added export feature under available actions.

Deleting Storefront Settings

Added multiple deletion.

Managing Price Rulesets

Added export feature under available actions.

Deleting a Price Ruleset

Added multiple deletion.

Deleting a Price Rule Entry

Added multiple deletion.

Creating Price Rule Entries

Added formula builder for adjustment amount source.

Creating Price Waterfall Ruleset Entry

Added formula builder for adjustment amount source.

Asset Features

Updated the parity table to indicate the availability of creating personalized views on Installed Products page.

Creating an Attribute

Added List Views for Picklist and Multi Picklist.

Managing the Attributes and Attribute Groups

Added Attribute Views and Attribute Group Views.

Managing Product Attribute Rules

Added Product Attribute Rule Views.

Managing the Options Groups

Added Product Option Groups Views.

Asset Settings

Added Asset Restore Settings under General settings.

Asset Settings

Added Renewal fields for Asset in Global settings.

Managing the Views

New topic

Creating a Constraint Rule

Multi-Select Picklist for "Match In" in Constraint Rule Creation.

Associating Categories with a Price List

Associated Category Sequence in Pricelist.

Configuring a Constraint Rule Using the Advanced Rule Setup

Removed RelatedLines value from Match In field.

Creating a Price Dimension

Added Custom Context Type for Price Dimension.

Cloning a Price Dimension

Added Custom Context Type for Price Dimension.

Associating Price Lists with a Product

Added "Price List Item column" in the Product Association page.

Creating Price Waterfall Charts

Added User Role Criteria for Waterfall Chart.

Configuring a Constraint Rule Using the Advanced Rule Setup

Added Match In Assets for Inclusion and Exclusion Action Types.

Associating Products with an Option Group

Added mass export action feature.

Exporting Promotions

New feature.

Deleting a Promotion

Added mass delete action feature.

Config Settings

Added Horizontal Attribute Group View configuration.

Configuring the Price Lists

Added clone feature.

Managing Price Lists

Mentioned about clone action.

Creating Price Waterfall Charts

Removed Is Editable field.

Added info icon information which provides details of the associated entity..

Removed info icon information which provided details of the associated feature set.

Associating Option Groups with a Product

Removed info icon information which provided details of the associated option group.

Associating Attribute Groups with a Product

Removed info icon information which provided details of the associated attribute group.

Configuring the Products

Edited the Add New Product pop-up to New Product.

Associating Option groups with a Product

Added remove associated option group with product feature.

Associting Features Sets with a Product

Added the resequencing feature for Associated feature sets.

Managing Deal Guidance

Added Navigating Deal Guidance Rule.

Creating Guidance rules

New feature.

Deleting a dimension

Added creating dimension section.

configuring the products

Updated with uploading picture for a product.

Updated with clone function.

Added price dimension field to defining coupons for a promotion.

New Feature

Asset Settings

Added the values for Asset application settings.

Creating the Option Groups

"Where used" option for Option Groups

Configuring Product Groups

"Where used" option for Product groups

Adding Details to a Price List Item

Updated Price List Item with Related Price List Item.

Creating an Attribute Value Matrix

Added Scope and Matrix details for Attribute Value Matrix.

Managing Views

Added the Asset Views for Asset Page.

Configuring Action Settings

Added the Price Waterfall Page configuration.

Creating a Color Band

Updated the fields as mandatory.

Asset Pricing Criteria

New Feature

Adding Details to a Price List Item

Updated the List price field.

Configuring the Price Lists

Removed the Cost Model field.

Creating the Price Waterfall

Updated Manage Price Points topic to enable the checkbox element against the row when the row is disabled.

Cart Settings

Updated topic to remove Disable Cart Activity History and Disable Cart Asycn Notification settings as they are not supported in the Conga Platform flow.

Pricing Settings

Updated topic to remove Enable Keyed Matrix Pricing setting as it is not supported in the Conga Platform flow.

Managing Price List Items

Added a note about how the products with multiple charge types are sequenced and displayed on the catalog page.

Managing the Promotions

Re-structured topic for a better documentation flow.

Defining Limits of a Promotion

Updated topic with new UI and procedure.

Defining Coupons of a Promotion

New topic

Creating Price Waterfall Ruleset Entry

New Feature

Managing the Price Waterfall

Updated topic to add view option.

Cart Features

Updated parity table to indicate the availability of the following features.

• Cart Size
  • Up to 5000 Line Items
  • Up to 10000 Line Items

Creating Price Waterfall Rulesets

New Feature

Defining Benefits of a Promotion

New Feature

Cart Features

Updated parity table to indicate the availability of the following features.

• Locale Support
  • CPQ Data Translation (API)

Creating the Option Groups

Updated topic to add a new section creating sub-option groups.

Config Features

Updated parity table to indicate the availability of the following features.

• Replacement Constraint Rule
  • Product Field Set
  • Product Option Group

Managing Price Waterfall Rulesets

Added the deletion feature.

Creating the Price Waterfall

Added a note.

Configuring Column Settings

Added a note

Creating Price Waterfall Ruleset

Creating and adding conditions to the price waterfall ruleset.

Creating the Price Waterfall

Delete waterfall charts.

Managing the Option Groups

Clone Option Groups.

Managing the Promotions

Added the summary screen for promotions.

Creating the Price Waterfall Charts

Added the price point management for waterfall creation.

Associating Option Groups

Added a note for sequencing option groups.

Managing Price Waterfall Rulesets

New topic

Cart Features

Updated Revalidation feature parameters.

Pricing Features

Associating an Attribute to the Attribute Group

Added a note about the reordering attribute.

Configuring a Constraint Rule Using the Advanced Rule Setup

Added a note for condition criteria in Action Criteria field.

Cart Features

Updated parity table to indicate the availability of the Validation Callback Class feature.

Customizing CPQ on Conga Platform using Callback Classes

New topic

Validation Callback Class on Conga Platform

New topic

Recommendation Callback Class

New topic

Option Filter Callback Class on Conga Platform

New topic

New Feature

Added Use Enhanced CSS for Override Settings at Flow Level.

Configuring Column Settings

Added Cart Line Item as Display Type for Cart Page.

Configuring Action Settings

Added the Asset page in the Action Settings.

Configuring Column Settings

Added Asset Page column settings.

Pricing Settings

Removed Multi Currency Management from the Advance Pricing section.

Managing the Promotions

New Feature.

Configuring Price Matrices

Added a pop-up which shows dimension info when hovered upon dimension name.

Configuring Column Settings

Removed Display Type column.

Configuring Action Settings

Removed Display Type column.

Pricing Settings

Removed Defer Pricing and External Pricing from Global Pricing.

Pricing Settings

Removed Custom Deal Guidance Page from Advanced Pricing.

Config Settings

Removed Constraint Rules section.

General Settings

Removed Run Finalization Task in Async Mode field form Finalization and Approvals table.

Creating a Promotion

New Feature

Adding Miscellaneous Settings to A Price List Item

Added a note for sorting according to Period Number.

Creating Price Rulesets

Added a note for info icon for Enable Date Range field.

Overriding Global Settings at a Flow Level

Added new fields for the override settings table.

Cloning A Price Dimension

New Feature

Configuring the Installed Product Page

New Feature

Config User Preferences

Added a new field Pin Option Group by Default

Config Settings

Updated topic to add new setting Collapse All Leaf Option Groups.

Creating the Option Groups

Updated topic to add a new setting Expanded by Default and Attaching an Image features.

Configuring the Products

Updated topic to add details about creating a new product using the clone feature.

Cart Settings

Updated topic to add details about Column Render Threshold option.

Managing the Constraint Rules

New topic

Managing Product Attribute Rules

Updated topic to add details about UI enhancements.

Configuring Price Matrices

Searching/Sorting a Matrix in the PLI.

Creating a Price Rule

Searching/Sorting/Filter feature added to Price Rules.

Associating Price Lists with a Product

Added an info for charge type button.

Promotions

New Feature

Cart Features

Updated parity table to indicate the availability of the following features.

• Callbacks
• Validation Callback (Cart UI and API)

Associating Feature Sets with a Product

New topic

Creating a Color Band

New Feature

Creating a Price List Item

Added a note to mention a requirement under To Create a Price List Item.

Pricing Features

Updated parity table to indicate the availability of the following features.

• Multi-Currency
  • Use of Multi-Currencies (Cart UI)
• Custom and Formula Fields
  • Formula Fields (Admin UI)

Managing the Rollup

New Feature

Cart Features

Updated parity table to indicate the availability of the following features.

• Locale
  • Metadata Translation (UI)
• Cart Revalidation
  • Pricing Changes
  • Product Changes

Catalog Features

Pricing Features

Updated parity table to indicate the availability of the following features.

• Buy X Get X (API)
• Buy X Get Y (API)
• For Every X, Get X (API)
• For Every X, Get Y (API)
• Line Item Promotions (API)
• Summary Group Promotions (API)
• Scope (API)
• Criteria (API)
• Benefits (API) (API)
• Limits (API)
• Coupons (API)
• Sales Promotions (API)
• Update Promotions/Coupons (API)
• Delete Promotions/Coupons (API)
• Apply Promotions (API)
• Apply Coupons (API)
• Remove Promotions (API)
• Remove Coupons (API)

Managing the Feature Sets

New Feature

Cart Features

Updated parity table to indicate the availability of the following features.

• Finalize Cart
  • Sync Finalize (UI)
• Revalidate Cart
  • Revalidate Cart for Product Changes (API)
  • Revalidate Cart for Pricing Changes (API)

Catalog Features

Updated parity table to indicate the availability of the following features.

• Actions
  • Compare Products (UI)

Config Features

Updated parity table to indicate the availability of the following features.

• Inclusion Constraint Rule
  • Option Group Scope
• Exclusion Constraint Rule
  • Option Group Scope
• Option Configuration
  • Is Hidden (UI)
  • Is Picklist (UI)
• Attribute Value Matrices
  • Product Scope (UI)

Pricing Features

Updated parity table to indicate the availability of the following features.

• Usage Price Tiers
  • Adding New Price Tier (UI)
  • Modify Existing Price Tier (UI)
  • View-Only
• Others
  • Locale

Lookup Fields

New topic

Creating a Lookup Field

New topic

Configuring Action Settings

Updated the topic with the availability of the Add New button.

Configuring Column Settings

Updated the topic with the availability of the Add New button.

Associating Attribute Rules with a Product

New topic

Creating a Constraint Rule

Added information about creating a specific type of rule directly from the drop-down arrow next to the Create New button.

Configuring a Constraint Rule Using the Advanced Rule Setup

Added information about removing criteria.

Managing Field Expressions

New topic

Creating a Field Expression

New topic

Adding Charge Type Criteria to a Product

Added information about selecting custom fields.

Configuring Price Matrices

Added information about the Dimensions section.

Configuring Price Matrix Entries

Added information about selecting custom fields.

Creating a Price Dimension

Added information about selecting custom and formula fields.

Creating a Price Ruleset

Added information about updating a price ruleset with Condition & Charge Type Criteria.

Creating Price Rule Entries

Added information about selecting custom fields.

Managing Deal Guidance

New topic

Creating a Dimension Set

New topic

Deleting a Dimension

New topic

Assigning the Configuration to the Collaborator or Queue

Added a note for the attachment field in the Quote Collaboration table.

Catalog Settings

Removed the settings that are not supported.

Config Settings

Removed the settings that are not supported.

Cart Settings

Removed the settings that are not supported.

Pricing Settings

Removed the settings that are not supported.

Favorite Settings

Removed the settings that are not supported.

General Settings

Removed the settings that are not supported.

Object Summary View Settings

Removed the settings that are not supported.

Configuring Action Settings

New topic

Configuring Column Settings

New topic

Managing Cart Views on the Cart Page

New topic

Associating Price Lists with a Product

Added information about adding charge type, charge type criteria, and matrices to PLI.

Managing the Attributes and Attribute Groups

New topic

Creating an Attribute

New topic

Creating an Attribute Group

New topic

Associate an Attribute to an Attribute Group

New topic

Managing Product Attribute Rules

New topic

Creating a PAR

New topic

Managing Attribute Value Matrices

New topic

Creating an Attribute Value Matrix

New topic

Managing Price List Items

New topic

Adding Charge Types to a Product

New topic

Adding Charge Type Criteria to a Product

New topic

Creating a Price List Item

New topic

Adding Default Pricing to a Product

New topic

Adding Details to a Price List Item

New topic

Adding Miscellaneous Settings to a Price List Item

New topic

Configuring Price Matrices

New topic

Configuring Price Matrix Entries

New topic

Managing Price Dimensions

New topic

Creating a Price Dimension

New topic

Managing Price Rulesets

New topic

Creating a Price Rule

New topic

Creating a Price Ruleset

New topic

Creating Price Rule Entries

New topic

Cart Features

Updated parity table for View cart read-only, Update Existing View, Delete Cart View, useAdvancedApproval, Mass update, and View summary group totalling.

Updated parity table to indicate the availability of the following features.

• Summary Group
  • Category
  • Product
  • Ad hoc
• Mass update
• View cart read-only,
• Update Existing View,
• Delete Cart View,
• useAdvancedApproval,
• Mass update, and
• View summary group totalling
• Approvals
  • Cart level approvals
  • Line level approvals

Catalog Features

Config Features

Updated parity table to indicate the availability of the following features.

• Recommendation Constraint Rules
  • Product Scope
  • Product Group Scope
  • Product Family Scope
• Exclusion Constraint rule
  • Is Bundle Context
• Inclusion Constraint Rule
  • Bundle Context
• Validation Constraint Rule
  • Criteria
  • Field Set
• Product Attribute Rules for Product group and product family:
  • Hidden
  • Required
  • Reset

Cart APIs

Added documentation for the following APIs:

• GET /api/cart/v1/carts/{cartId}/status
• POST/api/cart/v1/favorites
• GET/api/cart/v1/favorites/{Id}
• POST/api/cart/v1/favorites/{Id}/publish
• DELETE/api/cart/v1/favorites/{Id}
• POST/api/cart/v1/favorites

Updated documentation for the following APIs:

• POST/carts/{cartId}/items
• PATCH/carts/{cartId}/items
• POST/quotes/{quoteId}/carts/activate
• POST/carts/{cartId}/quote

Catalog APIs

Added documentation for the following API:

• GET/favorites

Updated Supported features table with the following newly supported features.

• Filter Cart Lines
  • Cart Basic Search
  • Cart Advanced Search
• Cart Actions
  • Copy Cart Lines
• Cart View
  • Create New View
  • Update Existing View
  • Delete Cart View

Config Features

Updated Supported features table with the following newly supported feature

• Validation Constraint Rules
  • Product Scope

Catalog Features

Updated Supported features table with the following newly supported features.

• Favorites
  • Display Favorites
  • Search Favorites
  • Publish Favorites

Deal Maximizer Setup APIs

Added documentation for the following APIs:

• DELETE/dimension-sets/{dimensionSetId}/dimensions
• GET/dimension-sets/{dimensionSetId}/dimensions
• GET/rules/{ruleId}/entries
• DELETE/rules/{ruleId}/entries
• DELETE/rules
• PATCH/rules/{ruleId}/entries
• GET/rules
• DELETE/rules
• PATCH/rules

Updated documentation for the following APIs:

• POST/rules

Creating Constraint Rules for a Product

Added the "Navigating the Constraint Rules Page" section.

Associating Categories with a Product

New topic

Managing the Product Groups

Added information about editing the layout.

Creating Constraint Rules for a Product Group

Added the "Navigating the Constraint Rules Tab" section.

Managing the Constraint Rules

Added information about editing the layout.

Managing the Categories

New topic

Managing the Option Groups

New topic

Associating Products with an Option Group

New topic

Creating the Option Groups

New topic

Managing Price Lists

Updated the "Navigating the Price Lists Page" section.

Associating Categories with a Price List

New topic

Creating a Price List Item

New topic

Revenue Admin User Interface

New topic

Configuring Application Settings

New topic

Configuring Global Settings

New topic

Catalog Settings

New topic

Config Settings

New topic

Cart Settings

New topic

Pricing Settings

New topic

Favorite Settings

New topic

General Settings

New topic

Object Summary View Settings

New topic

Configuring Flow Settings to Override Global Settings

New topic

Configuring the Flows

New topic

Overriding Global Settings at a Flow Level

New topic

Product Administration

New topic

Managing the Products

New topic

Configuring the Products

New topic

Associating Price Lists with a Product

New topic

Creating Constraint Rules for a Product

New topic

Associating Categories with a Product

New topic

Associating Product Groups with a Product

New topic

Associating Attribute Groups with a Product

New topic

Associating Option Groups with a Product

New topic

Managing the Product Groups

New topic

Configuring Product Groups

New topic

Associating Products with a Product Group

New topic

Creating Constraint Rules for a Product Group

New topic

Pricing Administration

New topic

Managing Price Lists

New topic

Configuring the Price Lists

New topic

Cart APIs

Added documentation for the following APIs:

• POST/quotes/{quoteId}/carts/activate
• POST/carts/{cartId}/items/clone

Updated documentation for the following APIs:

• POST/carts/{cartId}/finalize

Catalog APIs

Updated documentation for the following APIs:

• POST/search
• GET/categories/{categoryId}
• GET/categories

Catalog Setup APIs

Added documentation for the following APIs:

• POST/products/{parentID}product-group-members
• DELETE/products/{parentID}product-group-members
• GET/products/{id}/product-groups
• GET/categories/{categoryId}/products
• GET/categories/{categoryId}/price-lists
• POST/ products/{productId}/product-categories
• DELETE/products/{productId}/product-categories

Deal Setup APIs

Added documentation for the following APIs:

• POST/colorbands
• PATCH/colorbands
• POST/rules/{ruleId}/entries
• POST/rules
• POST/rules
• GET/dimension-sets
• GET/dimensions
• DELETE/dimensions
• PATCH/dimensions
• DELETE/dimension-sets
• PATCH/dimension-sets
• POST/dimension-sets
• POST/dimension-sets/{dimensionSetId}/dimensions

Cart APIs

Added documentation for the following APIs:

• POST/carts/{cartId}/finalize

Updated documentation for the following APIs:

• POST/carts/{cartId}/items
• PATCH/carts/{cartId}/items
• DELETE/carts
• DELETE/carts/{cartId}
• POST/carts/{cartId}/order
• POST/carts

Catalog APIs

Added documentation for the following APIs:

• POST/Search/typeahead

Updated documentation for the following API:

• POST/search
• GET/categories/{categoryId}/products
• GET/products

Pricing Setup APIs

Updated documentation for the following API:

• POST/price-lists
• POST/matrices
• POST/price-lists/{priceListId}/price-list-items

Deal Setup APIs

New topic

Integrating CPQ with the Conga Platform

New topic

Use Case: User Authentication to Conga Platform

New topic

Use Case: Getting the Application Context

New topic

Use case: Browsing the Catalog

New topic

Supported Features in CPQ

New topic

Cart Features

New topic

Catalog Features

New topic

Config Features

New topic

Pricing Features

New topic

Cart APIs

Added documentation for the following APIs:

• POST/carts/{cartId}/quote
• GET/quotes/{quoteId}/carts/active
• POST/carts/{cartId}/clone

Updated documentation for the following APIs:

• GET/carts/{cartId}/items
• POST/carts/{cartId}/items
• POST/carts/{cartId}/order

Catalog APIs

Updated documentation for the following API:

• POST/search

Catalog Setup APIs

Added documentation for the following APIs:

• GET/visibility-rule/{visibilityRuleId}
• GET/visibility-rule
• DELETE/visibility-rule/{visibilityRuleId}

Pricing Setup APIs

Updated documentation for the following APIs:

• POST?/price-lists?/{priceListId}?/prices

Settings APIs

Added documentation for the following APIs:

• PUT/flows/{flowName}/settings/{settingName}/{childSettingName}
• GET/flows/{flowName}/settings/{settingName}/{childSettingName}
• PUT/flows/{flowName}/actions

Updated documentation for the following APIs:

• POST/flows

Use Case: Building Quotes

New topic

Use cases: Working with Order APIs

New topic

Use Case: Updating an Order

New topic

Cart APIs

Added documentation for the following APIs:

• POST/carts/{cartId}/order
• POST/carts/{cartId}/price

Updated documentation for the following APIs:

• POST/carts/{cartId}/items
• PATCH/ carts/{cartId}/items
• DELETE/carts/{cartId}/items

Catalog APIs

Added documentation for the following API:

• POST/search

Catalog Setup APIs

Added documentation for the following APIs:

• DELETE/attributes
• DELETE/attributes/{attributeId}
• POST/constraint-rules/{ruleId}/conditions
• POST/attribute-matrices
• POST/attribute-groups
• PATCH/attribute-matrices
• GET/attribute-rules
• GET/attribute-matrices
• DELETE/attribute-matrices
• POST/attribute-matrices
• PATCH/visibility-rule
• POST/visibility-rule

Updated documentation for the following APIs:

• POST/constraint-rules/{ruleId}/conditions
• PATCH/constraint-rules/{ruleId}/conditions
• POST/constraint-rules/{ruleId}/actions
• PATCH/constraint-rules/{ruleId}/actions

Pricing Setup APIs

Added documentation for the following APIs:

• DELETE/rules/{ruleId}/rule-entries
• GET/matrices
• GET/matrices/{matrixId}/matrix-entries
• GET/price-dimensions

Updated documentation for the following APIs:

• POST/price-dimensions
• POST/price-lists
• POST/price-lists/{priceListId}/prices
• POST/rule-sets
• POST/rule-sets/{ruleSetId}/rules
• POST/rules/{ruleId}/rule-entries
• DELETE/rules/{ruleId}/rule-entries

Settings APIs

New topic

Use Case: Interacting with the Cart

New topic

Use Case: Retrieving Product Details

New topic

Cart APIs

New topic

Catalog APIs

Added documentation for attributes in the GET/products/{productId} API.

Catalog Setup APIs

Added documentation for the following APIs:

• POST/attribute-rules
• POST/attribute-rules/{attributeRuleId}/actions
• PATCH/attribute-rules
• PATCH/attribute-rules/{attributeRuleId}/actions
• DELETE/attribute-rules
• PATCH/attribute-groups
• POST/attribute-groups
• DELETE/attribute-groups
• POST/products/{productId}/attribute-groups
• DELETE/products/{productId}/attribute-groups
• POST/product-option-group/{productOptionGroupId}/products
• DELETE/product-optiongroup{productOptionGroupId}/products

Pricing Setup APIs

Order APIs

New topic

Order APIs

Removed the topic.

All topics

New guide