International Deal Quote Creation: Country Field Handling

When creating a new quote, selecting an International Deal Type after choosing the country and account previously caused those selections to be cleared. This issue has now been resolved. The country and account selections remain unchanged when switching between No, New, and Add participating country options.

Constraint Rule Product Group Action Filtering

Constraint rules filter product group actions to include only products available in the offering, improving rule accuracy. The system returns errors and warnings for options, sub-bundles, option groups, and attributes in lazy-loaded bundles, consistent with non-lazy load behavior.

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.

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.

Rebate Programs Redirection Handling for Salesforce Quotes

The system enables redirection from Salesforce quote details to the rebate listing page by using the source=classicSFDC parameter to distinguish Salesforce-specific flows. It resolves cross-origin frame errors to ensure smooth navigation between systems. It also ensures scrollbars are available at 100% zoom, improving description visibility for administrators and integration teams.

Price & Rebate Program Integration for Salesforce Quotes

The system allows Salesforce users to access and manage Price and Rebate Programs directly from the Quote page. It enables them to associate new or existing programs and apply them during cart pricing calculations. Administrators configure this feature on the Quote page, and the system displays it based on the defined setup.

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

Payment and Tax Integrations Fields in Flow Settings

Enable Payment Integration and Enable Tax Integration fields now appear under Override Settings in Flow Settings. These settings can be enabled for the System Flow or any configured Custom Flows through the Flow Settings feature.

Administrators can enable payment integration and tax calculation for the System Flow or for individual custom flows using the new boolean settings, which default to off.When Payment Integration is turned on, the payment processing step will be included during checkout for the flow. When Tax Integration is turned on, tax calculation will be applied to cart line items during the quoting process for this flow.

For more information, see Configuring Overriding Settings.

Asset Annual Recurring Revenue (ARR) Calculation Considers Current Contract Term

The Asset Annual Recurring Revenue (ARR) calculation now uses the current contract term for amendment scenarios within the same contract period. This update maintains accurate ARR values when adjusting quantity or price, provided the contract end date remains unchanged.

Revenue-Fusion API Signature and Error Handling Alignment

You can now use path parameters with Revenue-Fusion API GET, PUT, and DELETE endpoints, using the /object/

/

format. When you try to fetch a deleted record, the API returns a 404 Not Found status, giving you consistent error handling with the Data APIs. The POST endpoint is unchanged and continues to accept data as before.

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

Ramp Support for Swapped Bundle and Standalone Products

Standalone, Bundle, and option ramps are now added on upgraded lines during the swap operation. Asset line-item association references only the parent asset, not the price list item, to support accurate ramp application on upgraded lines.

Create Agreement API: Support for Creating Agreements Without Line Items

The Create Agreement API now supports the createAllLineItems query parameter, enabling sales users to create agreements from quotes without including any line items. The default value for createAllLineItems is true, so existing workflows remain unaffected; set it to false to generate an empty agreement at any stage of the quote lifecycle. When used with other query parameters such as lineNumbers or filter, those parameters take precedence for selecting agreement line items.

Examples:

POST api/quote/v1/quotes/{{QuoteId/agreement?createAllLineItems=true}}Creates All Agreement Line Items from the cart.

POST api/quote/v1/quotes/{{QuoteId/agreement?createAllLineItems=false}}Does not create any agreement line items from the cart, even when the cart status is New, Saved, or Finalized.

POST api/quote/v1/quotes/{{QuoteId/agreement?lineNumbers=1&filter=eq(IsPrimaryLine: true)&createAllLineItems=true}}Creates Filtered Agreement Line Items from the cart.

POST api/quote/v1/quotes/{{QuoteId/agreement?lineNumbers=1&filter=eq(IsPrimaryLine: true)&createAllLineItems=false}}Creates Filtered Agreement Line Items from the cart.

POST api/quote/v1/quotes/{{QuoteId/agreement?lineNumbers=1,3&createAllLineItems=false}}Creates Filtered Agreement Line Items from the cart.

POST api/quote/v1/quotes/{{QuoteId/agreement?filter=eq(IsPrimaryLine: true)&createAllLineItems=false}}Creates Filtered Agreement Line Items from the cart.

Pagination Support for Preview Favorite Catalog API

You can now retrieve large sets of line items when previewing a favorite in the catalog. The Preview Favorite Catalog API supports pagination for bundles, sub-bundles, and options, so you can review the complete contents of a favorite, including complex configurations before adding items to your cart. This helps you avoid spending time configuring products that you do not require.

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

Price Guidance Rules Integration in Price Waterfall API

Price Guidance Rules (Floor, Target, Ceiling, Recommended) are evaluated and displayed in real time within the Price Waterfall during quote configuration. Admin-defined rules using percentage or flat adjustments are processed, and guidance updates dynamically based on deal context, including support for bundle and rollup scenarios. The EnablePriceWaterfallGuidance setting activates this feature, and guidance does not affect pricing calculations or restrict user actions.

For more Get summary group associated price waterfall detail API in Conga Developer Portal.

Cart API: Multi-Tier Cart Collaboration Merge Updates

You can merge changes from collaborator carts in multi-tier collaboration scenarios through the Cart API. When collaborating with other users on a cart, you can add bundle and option lines, apply adjustments, and run approval cycles in a child cart, then merge those changes back into the parent cart.

Following new enhancements are introduced in this release:

• Price rules applied in a child cart are propagated to the parent cart as long as the rule criteria are met.
• Rebates, price ramps, usage tiers, and multiple adjustments are cart-specific and are not propagated between parent and child carts.
• Ad hoc groups are also cart-specific. Any new lines added from a child cart appear under Ungrouped Lines in the parent cart after merging.

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

Collaboration Request and Child Cart Handling for Parent Cart Lifecycle Events

When Cart Versioning enabled, the CPQ now automatically manages collaboration requests and child carts based on parent cart lifecycle events. When a parent cart is superseded, the associated collaboration request is cancelled and child carts are retained, aligning with Salesforce behavior. If a parent cart is abandoned with KeepAbandonedCarts set to true, the parent cart is marked as abandoned while the collaboration request and child carts remain intact. When KeepAbandonedCarts is set to false, the parent cart, collaboration request, and all child carts are deleted. If a parent cart is deleted, only the parent cart is removed and the collaboration request and child carts remain unaffected. You must have Modify/Delete access on CollaborationRequest to cancel an existing collaboration request.

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

Option Ramp Renewal Date Handling with Default Asset Pricing Indicator False

Renewal quotes with the Default Asset Pricing Indicator set to False now correctly display the start and end dates on the first ramp line for option-only ramps. This update addresses previous inconsistencies in date assignment during the renewal process for ramped option products.

Validate API for Service Product Eligibility in Catalog

You can use the Validate API in Catalog to determine whether a service product is eligible based on the provided equipment products. This API supports the Add and Update flows for associating equipment products with service products in Service CPQ. It evaluates eligibility across multiple condition scopes, including Product, Product Group, Product Family, and Product Field Set, and supports match rules such as Match Any In Group, Match All In Group, and Min/Max. You can also combine multiple conditions using AND and OR operators for more complex eligibility evaluations.

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

Service Catalog Eligibility Rules

You can apply eligibility rules to service type products in the Service Catalog enabling display, search, sorting, and refinement of eligible services within their associated categories. The Service Catalog shows a message when no eligible services are available for a selected combination, and supports product information display, multiple product add, and product comparison features.

For more information, see Working with the Service Catalog.

Including ID and External ID of Source Quote in Cloned Quote

All quotes, including cloned quotes, have a source ID and external ID which cannot be overwritten. To improve traceability, when you clone a quote, you can populate the ID and the External ID of the source quote in a destination field of your choice. For example you can populate the source quote's ID in the Description field and External ID in a custom field. This allows you to trace the source quote and does not overwrite the cloned quote IDs. Note that the data type of the fields should match.

Bulk Price Ramp Engine Support for ABO Use Cases

You can now use Bulk Price Ramps during Amend, Renew, and Terminate operations. The system supports adding and removing ramp lines, handling renewals with Renew One Ramp (ROR) settings, and applying ramps across multiple charge types for standalone and bundled products.

This enhancement ensures accurate pricing and date calculations when you modify products through ABO flows.

Clone Cart API: Support for Quote-to-Contract Cart Cloning

You can override the Status field when using the Clone Cart API to clone a cart for the Quote-to-Contract process. The cloned cart retains the same status as the parent cart, and the status remains unchanged even after pricing is completed. This allows you to create and sync contracts from quotes at any stage of the quote lifecycle, keeping contract records aligned with the latest negotiated terms.

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

Tax Code Management in Admin UI

Administrators can now create, view, edit, and delete Tax Codes directly from the Admin UI under Pricing Administration in Tax Codes. The interface integrates with Revenue Admin Service CRUD APIs, displays validation and error messages, and supports management of tax name, tax code, description, created date, and last modified date fields.For more information, see Manage Tax Codes.

Primary Quote Management for Opportunities with Multiple Quotes

The Primary Quote management feature allows sales users to mark one quote as the primary quote for an opportunity when multiple quotes exist.This feature enforces that only one quote per opportunity can be designated as primary. The system automatically updates the primary status when a new quote is marked as primary, prevents deletion of a primary quote without reassignment. Appropirate confirmation and error messages are displayed. Note that this feature is controlled by the EnablePrimaryQuoteManagement feature flag/setting in config management and applies only to quotes associated with opportunities; standalone quotes are unaffected.

For more information, see Marking Quotes as Primary.

Replacement Type Rules Support for Related Line Items in All Scope Types

The system supports Replacement type rules for related line items across all Scope types for service products linked with equipment. It triggers prompt actions, displays messages, and performs validation during finalization when both service products and equipment are present. The system limits actions to Match In Option.

For more information, see Creating a Constraint Rule Action

Add Related Line Item Association in Service Popup

You can associate additional eligible products to existing service products using the Add Product button in the service popup. The product selector displays only eligible products currently in the cart, validates associations, and provides clear error messages or notifies when no eligible products are available.

For more information, see Associate Service Products to Products in Cart.

Delete Related Line Item Association in Service Popup

You can remove a specific Related Line Item association from a Service Product using the delete icon in the service popup. The system triggers eligibility rules after deletion and displays error messages for eligibility or system errors. The service product is not removed from the cart when all associations are deleted.

For more information, see Associate Service Products to Products in Cart.

Conga CPQ Quote Data Sync to HubSpot

Automatically sync finalized Conga CPQ quotes to HubSpot when a quote reaches an admin-defined status. All mapped quote fields and line item summary totals are pushed to the corresponding HubSpot records in real time, with error tracking to help identify and resolve any sync issues.

Mass Price Ramps Support for Asset-Based Operations (ABO)

The Mass Price Ramps feature supports Asset-Based operations (ABO), including Change, Renew, and Terminate operations, for both standalone and bundle products on the Cart Grid. You can add and remove ramp lines for Change and Renew actions, while ramp line modifications are disabled for Terminate actions on cancelled lines. This update maintains consistent behavior for both new sales and installed products.

For more information, see Creating Mass Price Ramp.

Eligible Service Definition for Products

Administrators can now define eligibility rules for service products during product configuration, enabling the system to evaluate and apply these rules when products are selected or modified. The system automatically removes ineligible service products from selection and displays relevant messages when conditions are met.

For more information, see Create a Constraint Rule.

Cart API: Email Notifications for Multi-Tier Collaboration

You now receive email notifications at key stages of the multi-tier collaboration process in Cart. Notifications are sent when a collaboration request is assigned, reassigned, updated, submitted for merge, or cancelled. As a cart owner, you are notified when a collaborator submits a request for merge. Each email includes a direct link to the relevant cart, so you can quickly review changes and take action.

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

Cart Versioning in CPQ UI

You can manage multiple versions of a cart directly from the quote in the CPQ UI. You can view previous cart versions in read-only mode, create new cart versions from finalized or abandoned carts, and automatically move the quote back to Draft when you revise an older cart. This capability is controlled by the EnableCartVersioning flag in the Application Settings > Global Settings > Cart settings , and you can no longer delete finalized carts from the product configuration list.

For more information, see Configuring Cart Settings.

Frequency Conversion for Product-Specific Rates in Cart Grid

The system applies defined unit of measure (UOM) and frequency conversion rates to product-specific pricing in the Cart Grid, including promotions and coupons. When conversion rates are defined and proration is allowed, it uses these rates for calculations.

If no rates are defined, it applies default Turbo Pricing logic. For example, year to month uses a default rate of 12.