Control Guest User Access on Catalog APIs

Catalog APIs now honor field-level security, returning only the Product and PriceListItem fields that a user is permitted to see. This applies across all API responses such as product search, facet search, product details, and product comparison, ensuring data visibility matches each user’s field permissions.

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

Versioning for Reconfigured Carts

You can automatically create a new cart version when you reconfigure a finalized cart in the CPQ UI. The new versioned cart is created in New status, while the current primary cart remains the only cart linked to the quote. All cart versions, including superseded ones, are synced to Salesforce and visible in the Product Configurations related list. This behavior is controlled by the EnableCartVersioning feature flag and does not apply to collaboration carts.

For more information, see Working with the cart page.

Service Eligibility Inclusion Rules for Product Configuration

Define and apply inclusion-type constraint rules to automatically associate eligible service products during product configuration. The system evaluates these rules across all configuration pages and line types and includes or removes services based on defined conditions. This update supports product-based and line context conditions with multiple action targets, improving control over service associations.

For more information, see Configure Constraint Rule Using Advanced Rule Setup, Creating a Constraint Rule Condition, and Creating a Constraint Rule Action.

Configure Eligible Service for a Product

You can more accurately relate service products from the cart. When you select bundle products and options, only the bundle products are considered as primary equipment in the Selected Products popup, and the service quantity is calculated based on the sum of the selected primary products only (option quantities are ignored). The cart label has been updated from Relate to Find Services, and you can no longer associate service lines to miscellaneous lines or relate only option lines. This ensures that you configure eligible services correctly and prevents incorrect or duplicate service associations.

For more information, see Working with the cart page.

Add and Update Related Line Items API

The Add/Update Related Line Items API enables users to add or update related line items in the Service CPQ flow. The current release does not include CR Eligibility Rule validation, Service-Options association with Equipments, or Weight Distribution validation with the ServicePriceDistributionMethod: Allocate setting, which are deferred to future updates.

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

Termination Validation Error Message for Missing Billing Schedules

A validation error message is displayed during asset cancellation when no Billing Schedules exist, specifically for the primary line of the root product. The error message includes both Asset ID and Asset name, and appears during cancellation, change, or renewal actions, including ramp line and option cancellations, through both the user interface and API.

Recipe Management: QA Workspace Configuration via Integration Hub

Import recipes from GitHub to the QA Workspace and connect the QA instance using the Integration Hub Connection Wizard. Configure dynamic field mappings with the Data Mapping Wizard and use QA Workspace recipes to perform CPQ tasks in the QA environment.

Get All Related Line Items API

The Get All Related Line Items API enables retrieval of all related line items for a specified Cart or a provided list of service line item IDs. The API accepts Cart Id as a route parameter, Page Number and Page Size as query parameters, and a list of service line IDs in the request body. The API supports pagination and returns the content range in the response header.

For more information, see Conga Developer Portal.

Context Type Options for Price Dimension Creation

The Context Type dropdown now includes Related Line Item and Asset Line Item options in the Price Dimension creation screen. Based on the selection, only relevant fields are shown in the Fields dropdown. This ensures accurate configuration for runtime pricing.

For more information, see Creating a Price Dimension.

Terminate Usage Product Without Refund

You can terminate a usage product at any date without generating a refund; the cart displays a net price of 0 for the terminated product. This behavior applies regardless of the Same Day Cancellation (SDC) setting or if termination occurs on the start date.

For more information, see Terminating an Asset.

Removed Some Asset Settings Fields

Some options for the following fields in Asset Settings are removed.

• Show Assets field: Options ‘Children’, ‘Parents’, and ‘Parents and Children’ are removed.
• Submenu Action field: Options ‘Change Merge’, ‘Change Split’, and ‘Relate Component’ are removed.

The 'Enable Price Rules for Assets' field is removed.

For more information, see Configuring Assets Settings.

Storefront Selection Automation in Quote Sharing

The Storefront Name field is now hidden from the Share with Buyer and Share with Partner pages in the Quote, preventing manual Storefront selection. The first available Storefront based on the Channel Type—"E-Commerce" for buyers and "Partner Commerce" for partners is selected to generate the Quote URL. If no Storefront is configured for the selected Channel Type, an error message is displayed and quote sharing is blocked.

For more information, see Sharing a Quote with a Buyer and Sharing a Quote with a Partner.

Deal Guidance Band Color Synchronization in Cart Grid

The cart grid now displays the updated deal guidance band color for line items after repricing, reflecting changes made by administrators in the Deal Guidance configuration. The band color is sourced directly from the deal guidance JSON, ensuring consistency between the cart grid and the guidance band detail pop-up, with no impact on unchanged band colors.

For more information, see Working with the cart page and Manging Deal Guidance.

Moved Service CPQ Display Column Settings

The following Field Sets have moved from Global Settings > Field Sets to Flow Settings.

• Related Line Item Fields for Service CPQ in Cart
• Asset Line Item Fields for Service CPQ in Catalog
• Line Item Fields for Service CPQ in Catalog

For more information, see Configuring Cart Page Settings and Configuring Catalog Page Settings.

Product Summary Field Sequence Support

You can see product summary fields on the cart and catalog pages in the same sequence that you set via the API. The runtime UI honors the order from the API response, so the field sequence you configure is consistently reflected in the product summary across these pages.

Service Eligibility in Category API

You can use the /categories/<CategoryId>/services API to enforce exclusion-based service eligibility rules. When you configure rules to exclude certain service products, those services will not appear in the API response, ensuring you only see eligible services during product configuration.

For more information, see Catalog APIs in Conga developer portal.

Support for Custom Lookup Fields in CPQ Recipe

The CPQ recipe now supports handling of custom lookup fields, enabling integration scenarios that require mapping or referencing custom objects. This update allows administrators and implementation teams to configure recipes with custom lookup relationships for enhanced data mapping flexibility.

Quote to Contract Integration: Create Contracts with Selected Line Items

Sales users can create a contract using only the line items selected from a cart by passing the linenumber and filter parameters. When the Agreement API is executed with these selective line items, it internally calls the Price Cart API using the same query parameters. The Price Cart API retrieves the specified line items and copies them as Agreement line items. If no line items are selected, then a contract is created with all available line items in the cart. If the cart contains no line items at all, an empty contract is generated. The existing threshold behavior (QuoteToContractAsyncThreshold) and the ability to create one or multiple contracts from a quote at any stage of the quote lifecycle remain unchanged.

Global Search feature in Application Settings

A new global search feature is introduced to enable administrators to search for settings by keyword across all Global Settings in Application Settings. Click on the search result to instantly navigate to the relevant settings page and automatically scroll to the specific setting which is highlighted in yellow, reducing time spent locating configuration options. Partial word matching, for example "billing" matches "Enable Billing" is enabled. A minimum of three characters is required to perform a search. The search text persists across all Global Settings pages. However, if you navigate away from Global Settings and return, the search results are not retained.

For more information, see Configure Global Settings.

Object-Agnostic Cart Service

You can use the Cart Service API to create and manage carts for multiple business objects such as Order, Contract, Proposal, and Collaboration Request by passing an objectName. When you enable the EnableBusinessObjectAgnosticCartService feature (default: false), you can launch carts from these objects with consistent field mappings to product configuration. Cart versioning is supported only for Proposal (Quote) carts, is not supported for DC or other objects, and reactivation is not supported for Collaboration Request child carts. Existing Quote, Configuration, and DC flows continue to work without migration, and cart records store the parent business object type and ID for downstream processing.

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

View and manage selected products in the Service Catalog

You can open a Selected Products modal in the Service Catalog to review the products you added to the cart and quickly find eligible service products. The modal uses your Display Column Settings for ServiceCatalogRelatedProduct, or applies default columns (such as Sequence and Name) when none are configured. You see updated Service Catalog behavior consistent with the Product Catalog: service products use an Associate button instead of Add to Cart, prices and charge types display correctly, tile and list views are available, and catalog page settings (including hide/disable options and actions) work as expected. The Relate action is renamed to Find Services to help you associate valid services only to selected primary products.

For more information, see Configure Products from the Catalog.

Recently Viewed Products on the Catalog Home Page

The catalog page now displays up to five products you recently viewed on the catalog home page. A product is added when you open its product summary popup or configuration page. Selecting a product from this list opens a search result that includes that product. Your Recently Viewed list stays the same when you save, finalize, or close a cart that is reused, and resets only when a new cart is created. This feature is controlled by the feature flag.

For more information, see Searching Products from the Catalog.

Revise Cart Button Display Control on Quote Page

Administrators can turn the "AlwaysDisplay" settings to true or false for FinalizeCPQWeb, ReviseCart, and ViewCart in flow settings to control the visibility of the buttons on the Quote page. By default, the Revise Cart button is enabled, but it can be hidden by turning the "AlwaysDisplay" settings to false.

For more information, see Viewing Quote Details.

Automatic Price Program Association via Contract Numbers

Automatically associate all active price programs linked to contract numbers with quotes, ensuring contract-entitled pricing is applied without manual intervention. The system aggregates and deduplicates indirectly associated programs, displays them with their originating agreement, and keeps them read-only and non-removable. The pricing engine evaluates both direct and indirect programs during calculations and reflects any updates upon repricing.

Exclusion Rule for Related Line Items with Product Group Scope

Exclusion rules now support Disable and Hide actions for related line items when both service products and associated equipment are present within the Product Group scope. The system applies these rules using Match In = Options and disables or hides service product options based on defined conditions.

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

Inclusion Rules for Related Line Items with Product Family Scope

Inclusion rules now support related line items for service products with associated equipment within the Product Family scope. The system supports MatchInOption actions with Auto Include, Prompt, and Show Message options for service product configurations.

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

Abandoned Cart Handling Based on Settings

You can control whether abandoned carts are retained or deleted based on the Keep Abandoned Carts and Cart Versioning settings. When you enable Keep Abandoned Carts, abandoned carts stay in the system with an Abandoned status (even if you later reconfigure from that quote, which creates a new cart with status New). When you disable Keep Abandoned Carts, abandoned carts are completely deleted, regardless of whether cart versioning is enabled.

Cart API to Version and Revise Carts

You can use the Cart Versioning API to create new versions of finished carts while keeping historical versions for audit and rollback. When cart versioning is enabled, you can revise carts in Superseded, Finalized, or Abandoned status, which creates a new Draft primary cart and returns the related quote to Draft. If you revise a cart that is not yet in the Cart System, you still use the same API. The system copies the header and configuration from the Object Database into a new cart in the Cart System and keeps the original cart as the historical record.

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

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.

Admin API: Summary Level Guidance Setup API

The Admin APIs now support creation, update, and management of summary-level deal guidance rules. This enables configuration of quote-level guidance based on summary lines and grand total calculations. Administrators can define dimensions, dimension sets, and guidance rules with the business object set to SUMMARY_LINES and guidance type as SUMMARY_LEVEL, with validations to restrict unsupported scopes and ensure consistency.

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

UOM and Frequency Conversion for Product-Specific Pricing

The Cart Grid now applies defined Unit of Measure (UOM) and frequency conversion rates to product-specific pricing calculations, including promotions and coupons. If conversion rates are not defined, the system continues using existing Turbo Pricing calculations. This release does not support indirect UOM or frequency conversions.

Control Auto-Population of Quote Parties in Create Quote API

You can control automatic population of the Owner, Partner Account, and Requestor fields when creating quotes through the Create Quote API for E?Commerce and Partner channels using the EnableQuoteFieldsAutoPopulationForDC setting. When enabled and these fields are not provided in the request, Owner is derived from the account owner (or the storefront default sales user), Partner Account is set for partner accounts in the Partner channel, and Requestor is set to the logged?in user. If any of these fields are explicitly included in the API payload, the provided values are used without additional validation. When the setting is disabled, Owner continues to default to the logged?in user.

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

Service Asset Change Operation Support using API

Sales representatives can now perform Change operations on Service assets, including adding or removing associated equipment items and updating the weightage percentage on equipment associated with the service. The related line-item details are displayed in the cart and you can associate new catalog products to existing services. Other Asset-Based Ordering (ABO) operations remain available for selected equipment assets and other assets within the same cart.To get pricing fields, ServicePriceDistributionMethod must be set to Allocate.

{{POST /api/asset/v1/assets/{cartId}/change}}

Asset Line Item Detail Page

The Asset Line Item Detail page in Assets 360 displays comprehensive asset information organized into Basic Information, Additional Information, Term, Revenue, Renewals, and Billings sections, with support for expanding and collapsing sections. Users can edit only the following fields directly from the UI: Name, Description, Inactive, Allowed Action, Renewal Adjustment Type, Renewal Adjustment Amount, all custom fields, Auto Renewal Type, and Auto Renew, while all other fields remain read-only.The page provides navigation links to related records and lists, and supports saving or cancelling changes.

For more information, see Viewing Asset Related Details.

Cart Icon Visibility for Renewed Ramped Assets

The cart icon for renewed ramped assets on the Installed Products page, when the RenewOne Ramp setting is enabled, is displayed as expected.

Dynamic Field Mapping in Quote-to-Contract API

The quote-to-contract API now dynamically copies all matching fields, including custom fields and new out-of-the-box (OOTB) fields, from quotes to contracts based on matching field names along with data types. Unmatched fields are ignored when field names are same but data types are different. This update eliminates hardcoded field mappings, allowing you to automatically transfer standard and custom field values from quote to contract.

{{POST /quotes/{Id}/agreement}}

Criteria Attributes Column in Asset Pricing Criteria

A new column, Criteria Attributes, is added in Asset Pricing Criteria UI. This is a type ahead multi-picklist field allowing selection of attribute names from the global master list. All criteria fields and attributes operate with an OR condition, and all global attributes are available for selection.

For more information, see Setting the Asset Pricing Criteria.

Handling Abandoned Carts

CPQ deletes or updates the status of abandoned carts based on the Keep Abandoned Carts and cart versioning settings. When Keep Abandoned Carts is true, abandoned carts remain in the system with an updated status; when false, abandoned carts are permanently deleted. If cart versioning is enabled, reconfiguring a finalized or abandoned cart creates a new cart, which is deleted upon abandonment, while the original cart remains unchanged.

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