Service CPQ: Related Line Item Updates on Equipment Changes using API

Amend a service by adding or removing equipment, and the system automatically updates related line item records to reflect the association or removal. This feature maintains accurate relationships between services and equipment in line item records during amendments.

Advanced Constraint Rules Support in Service CPQ UI

The Service CPQ UI now supports advanced Inclusion Constraint Rules for complex scenarios. You can define conditions based on product fields, combine multiple criteria, and use product field sets with additional filters. It includes equipment products in rule conditions and service options in rule actions.

The UI also supports Replacement Constraint Rules within service bundles and allows you to configure replacement actions for service options.

Segregated Publishing Pipelines for DataSync and Manual Updates

The publishing system now routes DataSync and manual update requests through separate pipelines with dedicated queues and workers. This segregation prevents high-volume DataSync operations from delaying manual updates and ensures timely processing with improved system reliability.

Custom Actions Usability with Cart Validation Errors

You can run custom actions on the cart page even when the cart has validation errors when you pass validate=true in the action parameters. This lets you trigger custom processes to resolve cart issues from blocking by the existing validation errors.

Config Callback Warning and Information Messages

The Config Callback now supports setting Warning and Information messages in the Config API response. Administrators can use before and after Config Callbacks to set relevant messages and improve visibility in API responses.

Quotes IDs Generated using External ID

Quote IDs are now generated using the External ID when the /api/quote/v1/quotes/upsert-quote API is invoked multiple times in rapid succession, preventing the creation of duplicate proposal records on the platform.

Trace Contexts in API Responses

You can use trace contexts returned in API responses to track and correlate requests across your systems. This improves observability and helps you troubleshoot issues more effectively in all supported APIs that include trace information.

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

Support for Stateless Cart Service Deployments

You can now deploy Cart Service as a stateless service without keeping data on each instance. You can still use your existing stateful set deployment while gaining a simpler, more flexible stateless option that works with your current configurations.

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

Cart API CRUD Support for CR Records

You can now use the Cart API with Fusion Service to create, read, update, and delete CR records. You also receive trace context details in the API response, so you can track and troubleshoot your requests more easily.

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

Price Dimension Field Data Type Support in Admin UI

The 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.

Introducing Summary-Level Deal Guidance Configuration

Administrators can configure summary-level deal guidance rules, enabling guidance at the quote level. The guidance rule wizard supports custom measures with Custom Measure Source and Band Direction fields, and only numeric types (integer, double, decimal, currency) are available for custom measure selection.

For more information, see Creating Guidance Rules.

Unified Price Program Association Support in API

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.

Quick Quote Line Items Loading Consistency

The Quote Details page now reliably displays and loads line items after creating a Quick Quote using the api/quote/v1/quotes/{quoteId} API. This enhancement avoids intermittent issues caused by mismatched or null businessObjectId values during the checkout process from cart to quote and ensures seamless transition for administrators and users in Ecom and Pcom environments.

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

API to Retrieve Equipment-Service Associations and Related Purchases

The following API enables retrieval of service details associated with equipment assets, and equipment details associated with services, along with their related purchase information.Using this API, you can obtain the following:

• One-to-One Equipment-Service Association with related purchase details.
• One-to-Many Equipment-Service Associations with related purchase details.
• Bundle-Option Equipment to Bundle-option Service with related purchase details along with:
  • Bundle Equipment Asset ID
  • Bundle Service Asset ID
  • Option Equipment Asset ID
  • Option Service Asset ID
• Related Purchases with support for filters and pagination.

POST/api/asset/v1/assets/related-purchases

Payload: {"Equipment/Service Asset ID"}

Filtered Lookup Values

You can see only eligible lookup values on cart line items based on the configured filter criteria (for example, lineitem.Product.Name), even after you select values on multiple lines and reopen the lookup. Previously, when Enable Quick View was turned on in the LookupFieldSetting, reopening a lookup on a previously edited line could show all cached values instead of only the filtered ones. This behavior has been corrected so lookup results remain consistent with your filter configuration.

Ad-hoc Product Groups Enhancement

You can now create and delete ad hoc groups without losing existing product associations. Previously, products could be disassociated from their existing ad hoc groups when you created a new group without saving or deleted an existing group. In this release, your product groupings are saved and remain consistent across ad hoc group changes.

For more information, see Managing Groups on the Cart Page.

Eligible Service Products API: Exclusion Rules and Wild Card Support

The Eligible Service Products API now applies service eligibility rules to return only eligible service products for a given product. It supports exclusion rules and wild card operators (contains, does not contain, starts with) across Product Field Set and Condition Criteria.

The API allows administrators to refine eligibility using Match Rule options such as Match All In Group, Match Any In Group, and Min/Max. The system supports only exclusion actions (Hide, Exclude All) in this release and enforces this behavior when the EnableEligibilityRules setting is enabled, impacting service product selection during configuration.

For more information, see Conga Developer Portal.

Introducing New Price Recommendations on Cart Page

When feature setting IsPriceOptimizationEnabled is set to true, then the sales rep can see additional columns on the cart page for each line item in quotes, agreements, and orders. The columns are: Floor Price, Target Price, and Expert Price.

Floor Price - The lowest price at which a product can be sold without special approval.Target Price - Price you aim to achieve for a product or deal during quoting or negotiations.Expert Price - A price manually set or approved by a pricing expert or pricing team when a deal requires special pricing.

You can apply these prices on the cart line items and reprice the quote. These values help manage pricing strategies and can guide you during negotiations. The prices are shown for standalone products with one-time charges and bundle products. In case of bundle, Bundle Floor Price = Bundle Floor Price + Option Floor Price.

Note that these values are read-only.

For more information, see Cart in Grid View.

Cart Finalization Trigger

When you finalize a cart via the API, the Cart Service now publishes a CartFinalized event that includes the cart and its parent business object details. You can use this event to automatically update statuses and trigger downstream workflows for related business objects, such as Orders, Contracts, or Quotes.

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

Associate Eligible Service Products to Cart Items

You can now associate one or more service products to selected products in the cart using the Relate action, which launches the service catalog displaying eligible service products. The cart displays the relationship between associated service products and their original products, including service lines and options.

Support for Overriding Order Fields in Accept Quote API

The Accept Quote flow has been updated to support overriding order fields during order creation. When the Accept?Quote API is called with OrderOverrideFields, the Quote service, validates and passes the overrides as?is to the Create?Order API of the Order service. The Order service applies the overrides during Order creation.

The request-body remains optional. Existing users who call Accept?Quote API without a body continue to work with no changes. If OrderOverrideFields is absent or empty, the Order is created using default behavior.

To override fields, users need to pass them in the request body. Only the fields present 'orderoverrideallowedparams' configuration are overridden with the user-provided values. Any fields not included in the configuration are ignored and are not overridden. Therefore, it is important to update this configuration to enable overriding of additional fields.

The API is working as expected with custom fields having same field names and data types across quote and proposal object.

{{POST api/quote/v1/quotes/{quoteId}/accept?IsAsync=false}}

To check existing configurations use GET, and to update use PUT.

/api/config-management/v1/configurations/cpq/orderoverrideallowedparams

Cart Icon Visibility for Renewed Ramp Assets

The cart icon now displays correctly for ramp assets during the Renew operation on the Installed Product page. The UI fetches asset line item data using the Asset Data API to identify primary asset IDs and ensures accurate icon visibility for renewed ramp assets.

Validation Type Rules Support for Related Line Items Across All Scope Types

Validation type rules now support related line items for service products linked with equipment across all scope types. Actions are limited to MatchInOption, enabling message display and finalization checks when specified conditions are met.

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

Exclusion Rule Support for Related Line Items

Exclusion rules now support related line items for service products linked with equipment across all scope types. The system evaluates these rules using Match In = Options and allows actions to hide or disable options when specified conditions are met, providing precise control over option visibility.

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

Summary-Level Deal Guidance Configuration for Dimensions and Dimension Set

Administrators can now configure summary-level deal guidance rules, enabling guidance at the quote level for Summary Lines. The interface supports selection of existing color bands, creation of dimensions and dimension sets specific to Summary Lines, and rule configuration with clear scope and validation for summary-level guidance. All other dimension configuration fields remain same as line-level guidance interface. Dimension sets for summary-level guidance only allow association of Summary Lines dimensions, and modifying guidance type with associated dimensions triggers a validation error to prevent data corruption.

For more information, see Creating a Dimension and Creating a Dimension Set.

Ramped Product Renewal 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 to determine renewal eligibility, instead of the first ramp line's end date. This update applies to all ramped product scenarios, including standalone, bundle, and option ramps, and impacts renewal grouping and lead time calculations.

For more information, see Creating On Demand Renewal Quote.

Enhancement in Comments Feature in Quote

The commenting feature in quotes has been enhanced to allow you to designate comments as “Internal only' or “Internal and External”, ensuring appropriate comment visibility. Each comment shows recipients along with the commenter’s name, comment type and date, and time, with timestamps formatted according to the user’s locale. Comments can be filtered by type for easier navigation. When adding a new comment, you can select from ‘Internal user only' or 'Internal and external users’ and add multiple recipients based on your selection. Additionally, comment deletion is restricted so that only the creator of a comment can delete it.

For more information, see Commenting on a Quote.

Asset Renew Operation with Charge Type Criteria and Asset Pricing

The Asset Renew operation now supports applying additional charge types based on charge type criteria with both Asset pricing enabled and disabled, and with or without Asset pricing criteria. You can add or remove charge types on existing assets, with line status, net price, and asset pricing flags updated according to charge type and attribute conditions. This update applies to standard, bundle-option, ramp, and usage products.

For more information, see Asset Renewal.

Cart Line Item Deletion Behavior

On the Cart page, the Delete button/icon is disabled for line items that are Changed Configuration, Upgraded, or Cancelled, preventing accidental deletion.

Additionally, when a cart contains a mix of Changed Configuration, Upgraded, or Cancelled lines along with new, amended, or renewed lines, selecting all line items still keeps the Delete button disabled.

Pagination Support for Preview Favorite Catalog APIs

You can now use pagination with the Preview Favorite Catalog API to retrieve line items and detailed information for a favorite by passing its ID. You control how many items you fetch at a time using page size and page number, so you can work efficiently with large favorites without loading all items at once.

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

Favorite Preview in Catalog

You can preview the configuration and product details of a Favorite directly within the catalog using a modal dialog, displaying the favorite name, total price, and relevant fields as defined in display column settings. The modal presents a scrollable, non-editable view of all primary line items, including expandable bundles and options, with pinned product columns and header support for improved visibility.

For more information, see Searching Product or Category.

Cart API: Merge for Multi?tier Collaboration

You can use the Cart APIs to merge changes from collaborator carts in multi-tier collaboration scenarios. When you merge, the main cart is updated with the collaborator’s changes, configuration and price rules are re-applied, and the collaboration status is set to Accepted. Only the fields defined in the Collab Merge Fields field set are merged back into the original owner’s cart.

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

Submit Multi-Tier Collaboration Carts for Merge with Child-Level Errors

You can submit a multi-tier collaboration cart for merge even when child carts still have errors, warnings, pending pricing, or pending approvals. When you submit the collaboration cart for merge, the collaboration request status updates to Submitted. If the collaboration cart has been reassigned, you and other collaborators must submit your changes in reverse sequential order before the original owner can submit the cart for merge.

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

Multi-Tier Cart Collaboration: Add Line Items

You can add new primary and option line items to a multi-tier collaboration cart. You see only the line items and fields assigned to you, while configuration rules and pricing are applied automatically in both Angular and CPQ React interfaces.

Multi-Tier Cart Collaboration Request

Sales representatives can now create multi-tier cart collaboration requests from the cart using the collaboration icon or Product Collaboration mass action, assigning an owner (user or queue), specifying collaboration type, priority, dates, and a different price list. The cart displays collaboration status, restricts finalization while requests are open, blocks collaboration for auto-included products, and sends email notifications to collaborators. Error messages are shown if the Multi-Tier Collaboration feature is disabled or if collaboration type changes, and the feature is available on both Angular and CPQ React UI.

Admin UI Price Guidance Rules

The Admin UI now allows administrators to configure Guidance Rules within waterfall rulesets to display reference price points such as floor, target, and ceiling prices without affecting actual price calculations. The Rule Sub-Type dropdown includes Guidance Rule and Waterfall Rule options, and guidance rules display Guidance Amount and Guidance Type (percentage or flat amount) as visual indicators.

Guidance rules operate independently of enforcement rules and provide consistent, non-impactful pricing guidance across all scenarios.

Price Guidance Rules Integration in Price Waterfall API

The Price Waterfall API now evaluates and displays price guidance rules such as floor, target, ceiling, and recommended prices in real time during quote configuration. The system calculates guidance values based on configured conditions and supports both flat amount and percentage adjustments.

Guidance values remain visually distinct from actual prices, support rollup across option, bundle, and summary levels, and are available for export in quotes and proposals. The system supports Discrete, Range, and Cumulative Range (Line Item) dimensions and requires the EnablePriceWaterfallGuidance setting to display guidance.

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