Enhancement to the Cart Collaboration Request

You can generate collaboration requests that honor the same price list as the originating quote or proposal, even when that price list is based on another price list in a different currency. This prevents collaboration requests from defaulting to the “based on” price list and showing prices in the wrong currency.

Support for Misc Lines in Sorted Response

You can see Misc lines included when you sort cart lines by GroupSequence in the Conga CPQ Runtime API. Previously, sorting only applied to primary product and service lines, which caused Misc lines to be omitted from the sorted response and not displayed. With this enhancement, Misc lines are fully supported in the sorted response for Ad hoc group delta use cases, including ramp and Misc lines, so your cart view remains complete and consistent after sorting.

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

Cart API: Multi-Tier Cart Collaboration Request Creation

You can create multi-tier collaboration requests on eligible cart lines, with an optional price list (including one that differs from the parent cart) and custom fields from the CreateCollab field set or none at all. You can assign each request to a user or user group, a cloned child cart is created, and cart finalization and approval are blocked while collaboration is active. You also receive email notifications when a collaboration request is created, and you cannot create more than one collaboration request for the same line.

For more information, see Assigning the Collaboration Request.

Installed Products Read-Only Enforcement When Approval Stage Is Accepted

When the Approval Stage of a quote is set to Accepted and the feature setting is enabled (set to true), all actions and checkboxes on the Installed Products page are read-only. You cannot select installed products or access related action buttons in this state, maintaining data integrity for approved quotes.

Configure Eligible Service for a Product

Administrators can now view related bundle and option products directly on the configuration page. The system displays product details in a modal based on the RelatedLineItem field set and provides a simplified cart layout for service products with improved action button placement and updated labels.

Net Unit Price Calculation Correction for Change Qty with Discount

When quantity is changed and discount is applied on the cart, Net Unit Price is accurately computed, aligning the calculation with the expected formula. This update prevents discrepancies in pricing and maintains consistency.

Usage Tiers: Auto-Population of From and To Values for Dimension Matrix

The system now auto-populates From and To values in Usage Price Tiers when you select Matrix type as Dimension and Price Type as Usage. It supports single-dimension matrices with Range, Cumulative Range, Cumulative Range – Line Item, and Weightage Range value types. The system does not support Discrete or multi-dimension matrices.

You can modify the dimension values in the Usage Price Tier pop-up. However, the system does not automatically update the corresponding To values. If you want to change the To values, you must update them manually.

For more information, see Configuring Usage Price Tier.

Catalog Search API: Unique Product Results Across Pages

The Catalog Search API now returns unique products across paginated results, preventing duplicate products from appearing on different catalog pages when no sort parameter is specified. Administrators and users benefit from consistent product listings, reducing the risk of adding duplicate items to the cart.

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

Services API: Enforce Service Eligibility Exclusion Rules

When you use the /services API to retrieve eligible services for a product, the API now applies service eligibility exclusion rules to filter ineligible service products automatically in the response. This ensures users only see service products that meet the defined eligibility criteria during product configuration and helps users to the correct service associations.

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

Enhancement in Attribute Details Page

The Attribute Details page is converted into an extensible layout, allowing you to add or remove fields as needed using CX Studio.

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

Clone Service Product API Support in Cart

The system now allows cloning of service products in the cart, including associated line items, using the existing Clone product functionality. Sales repscan duplicate a service product to create a new instance while retaining its related line item associations.

For more information, see Conga Developer Portal.

Quote to Contract Integration: Copy Cart Line Items

During quote creation or update, the Cart Line Items are copied to Agreement Line Items when the cart status is New, Saved, or Finalized. This update enables sales users to sync quote details to contracts at any stage of the quote lifecycle, supporting seamless transitions from negotiation to contract management.

View Related Service Lines in the Cart

You can view related service lines directly in the cart for the products they’re associated with. The cart UI uses the new Get Related Lines API and Display Columns API to fetch and display these related lines as read-only rows in the cart grid. For each service product, you can click an icon next to the service product name to see the products associated with that service. When you hover over the icon, you see the tooltip “See products associated to this service.” The fields shown in this relationship window are controlled by the “Related Line Item Fields” field set, allowing you to configure which details are displayed.

Service Catalog Typeahead with Eligibility Rules

The Service Catalog typeahead search in the Service CPQ flow now displays only service products that meet non-wildcard eligibility rules, supporting all standard typeahead functions and limits. The {{POST: search/services/typeahead}}API applies eligibility rules based on various condition and action scopes, including Product, Product Group, Product Family, and Product Field Set, ensuring only eligible service products appear in search suggestions for administrators and sales representatives.

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

'Auto Sync With Opportunity' Setting for Administrators

The Auto Sync With Opportunity setting is now available in Global Settings > General > Finalization and Approvals, allowing administrators to enable automatic synchronization of primary quote line items with the opportunity upon cart finalization. When enabled, the primary quote is automatically synced with the opportunity when the cart is finalized.

For more information, see General Settings.

Enhanced Sorting Behavior for Installed Products Page Views

Following sorting behaviour is implemented on Installed Products Page views:

• When creating or editing a view, the columns selected in the Choose Columns tab now appear in the same order within the Sort By dropdown.
• The column selected in Sort By becomes the active sort column for that view, and you can set the Sort Order (Ascending or Descending).
• When a Custom View is reloaded, assets are automatically displayed according to the view’s saved Sort Column and Sort Order.
• When switching between multiple Custom Views, each view retains and applies its own saved sorting preferences.
• The System Default View continues to sort assets by Created Date (Descending).

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

Inclusion Rules Support for Related Line Items with Product Group Scope

Inclusion rules now support related line items for service products and associated equipment within the Product Group scope. The system supports the MatchInOption action and enables Auto Include, Prompt, and Show Message options to control product configuration.

For more information, see Creating a Constraint Rule Condition and Creating a Constraint Rule Action topics.

Ignore Billing Matrix API Validation for Assets Without Billing Schedules

During asset termination, swap, or configuration changes when billing schedules are not present for the asset, then Billing Matrix API is ignored. Billing Matrix API is also ignored for Cancelled lines. This update prevents error responses for assets created without billing preferences, allowing actions such as terminate, swap, or change configuration to proceed without requiring billing schedules.

Add Related Line Item Association

The Add Related Line Item Association API enables sales representatives to associate additional equipment with an existing service product by specifying the service line ID and new line item ID. The API triggers eligibility rules for the new product in combination with existing associations, creates the related line item only if eligibility criteria are met, and returns updated service product data or an error if the association is not permitted.

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

Delete Related Line Item Association API

The Delete Related Line Item Association API is introduced to remove a specific related line item from a service product by providing the service line ID and related line item ID. The API re-executes eligibility rules after deletion, returns updated service product data, and provides error messages for invalid IDs, already-deleted items, or eligibility failures.

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

Cart Timeout Error Handling for Finalize and Submit for Approval

When a cart-level timeout or system error occurs and the Status API returns an HTTP 400 response, you continue to see the Finalize and Submit for Approval actions enabled in the UI. Finalize remains the primary action unless the cart is routed for approval, in which case Submit for Approval becomes the primary action.

For more information, see Working with the Cart Page.

Pricing API: Cascade Summary Adjustment for Ramp Products

The Pricing API now cascades summary adjustments to bundle and option products with ramp lines. It applies adjustments independently to each ramp line to prevent over-discounting and ensure accurate net prices and adjustment percentages.

For more information, see Conga Developer Portal.

Search API: Service Eligibility Rules

You can use the /search API to automatically exclude ineligible service products during product configuration. You define exclusion criteria (including wildcard operators and actions like Disable Selection) so that only eligible service products for a given equipment product appear in the API response.

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

SAAS Metrics: GRR and NRR Calculation on Asset Line Items

Following new fields are introduced on each Asset Line Item to support calculation of Gross Revenue Retention (GRR) and Net Revenue Retention (NRR).

• Starting TCV is total contractual value of new sale.
• Contraction TCV is total negative delta value of contraction.
• Expansion TCV is total positive delta value of expansion.

All these are presented in currency format. These fields capture the contractual value for new sales, expansions, and contractions.

Gross Revenue Retention (GRR) reflects the percentage of revenue preserved from existing customers, excluding any expansion. Net Revenue Retention (NRR), on the other hand, represents the percentage of revenue retained including expansion gains. Both metrics accept decimal values and are presented as percentages.

GRR = ((Starting TCV – Contraction TCV) / Starting TCV) × 100

NRR = ((Starting TCV – Contraction TCV + Expansion TCV) / Starting TCV) × 100

For more information, see GRR and NRR.

Visibility of Approve Cart Button on Quote

The Approve Cart button now appears in the Next Steps section only when the quote stage is In Review stage, and is no longer accessible from the kebab menu. Administrators can apply visibility rules and manage user access.

For more information, see Approving a Cart.

Service and Equipment Asset Relationship on Related Line Item Object

You can create a relationship between Equipment assets and Services on the Related Asset line item object when a service asset is created. You can configure and sell services for one or multiple products simultaneously, supporting standalone and bundle scenarios. This is supported using the following APIs:

For associating Service to Equipment:

POST {{baseUrl/api/cart/v1/carts/cartId/items}}

For Query Related Asset Line Item

POST {{baseUrl/api/data/v1/query/RelatedAssetLineItem}}

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

Cart API: Update Multi-Tier Collaboration Request

You can update submitted multi-tier collaboration requests, including reassigning them and adding line items. The new assignee receives an email, and the cart moves to In Collaboration when any line item request is submitted. Price list changes apply only to the collaboration request, update the cart and line items manually if needed.

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

API – Create New Cart Versions When Modifying Finalized Carts

When you modify a finalized cart through the API and cart versioning is enabled, the system now automatically creates a new cart version instead of changing the original cart. The original cart’s status is updated to Superseded, and all previous cart data is preserved. The API respects the Enable Cart Versioning setting before processing modifications, maintains the relationships between cart versions, and tracks version order and ownership. When cart versioning is disabled, you can continue to modify carts as before, without creating new versions.

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