Quote to Contract Integration: Create Contracts Without Line Items

Sales users can now create contracts from quotes at any stage of the quote lifecycle without including any line items. In the ‘Create Contract’ panel, deselect all the line items to generate an empty contract. This enhancement supports flexible contract creation workflows.

For more information, see Creating a Contract.

Enhancements in Preview Favorites Dialog

The Preview Favorites dialog now supports pagination for line items, displaying more than 100 products efficiently. The tree structure alignment and connector lines are updated for improved clarity, and all configured columns including multi-picklist fields are now displayed with accurate data.

Cart API: Multi-Tier Cart Collaboration Merge Updates

The Cart API now supports merging changes in multi-tier cart collaboration for additional scenarios, including DealGuidance, UOM, Services, and SubBundles. Collaboration is restricted to equipment products on the user interface, but service-side collaboration requests can still be created for service products. Fields such as ProductVersion must be specified in CollabCreateFields or CollabMergeFields for accurate data synchronization, and features like rebates, price ramps, usage tiers, adhoc groups, and price rules remain cart-specific and are not propagated between parent and child carts.

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

Conditional Program Type Selection for Price Programs and Rebate Programs

Conditional program type selection streamlines Price Programs and Rebate Programs creation. The system opens the program creation wizard with the available type preselected when only one program type is configured, and continues to display the existing selection dialog when multiple program types are available.

Constraint Rule Product Group Action Filtering

Constraint rules now expand and filter product group actions to include only products present in the offering, enhancing rule application accuracy. Errors and warnings for options, sub-bundles, option groups, and attributes in lazy-loaded bundles are returned consistently with the non-lazy load flow.

Updated Labels and Descriptions for Payment and Tax Settings in Flow Settings

The ‘Enable Payment Integration (Digital Commerce)’ and ‘Enable Tax Integration (Digital Commerce)’ settings on the Override Flow Settings page now display revised labels and descriptions. These updates clarify that the settings apply only to Digital Commerce storefronts and do not affect CPQ or other applications.

For more information, see Configuring Overriding Settings.

Optimized Callback Caching for Improved Performance

You can enable the platform-optimized-callback-cache feature flag to optimize how dynamic-link libraries (DLLs) are loaded for callbacks. With this enhancement, only a single DLL is loaded per callback within a defined time window, reducing redundant loads and improving performance. You can fine-tune the caching behavior by configuring the CallbackCache settings with the following parameters:

• ExpirationTimeInSeconds: Set how long cached callbacks remain valid.
• Size: Define the maximum memory limit for the cache.

LineItem Status API Pagination

The LineItem Status API now calculates and returns the Content-Range header based on the requested pageSize, pageNumber, and total line items, accurately reflecting the range of line items returned. The response header supports scenarios where the total count is less than, equal to, or greater than the requested page size, and handles out-of-range page numbers by returning the appropriate content range.

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

Enhanced Tier Rates Pop-up

Tier Rates pop-up enhancements improve visibility and usability during tier rate configuration. The updated layout displays all columns without horizontal scrolling, supports vertical scrolling for multiple tiers, and keeps the header and footer visible for a consistent configuration experience.

For more information on Tier Rates pop-up, see Defining Benefits of a Price Program and Defining Benefits of a Promotion.

Price Program Association Panel in Cart UI

A dedicated Price Program panel is available in the Cart UI for managing Price Programs directly from the cart page. The panel supports viewing associated Price Programs, creating new programs with cart context, and conditionally displaying program actions based on configuration. Cart pricing automatically refreshes after Price Program actions, and Rate Table adjustments restrict Product and Ad-hoc Group selections to items available in the current cart context.

For more information, see Creating/Viewing a Price Program.

Related Line Item Support for Service Product Price Matrix

The Price Matrix now supports dimensions with Related Line Item context for service product pricing calculations. The system retrieves, creates, and synchronizes Price Matrix entries using related line item dimensions, enabling administrators to configure flexible pricing based on related line item attributes.

For more information, see Creating a Price Dimension.

Cart API Email Notifications for Multi-Tier Collaboration

The Cart API now sends email notifications to collaborators and cart owners at key stages of the multi-tier collaboration process, including assignment, reassignment, updates, submission for merge, and cancellation of collaboration requests. All notifications use default backend email templates and include links to the relevant cart for quick access.

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

Enhanced IncentiveAdjustmentItems Response Details

The IncentiveAdjustmentItems response now preserves the order of applied rebates and includes the IncentiveRuleEntry Id in the cart status response. This enhancement helps administrators accurately track rebate application sequencing and related incentive rule details.

Tax Code Lookup Field on Price List Item

The Tax Code lookup field appears on the Price List Item detail page's Tax, Billing & Invoicing tab when the "Taxable?" toggle is enabled, allowing association of a specific tax code with each Price List Item. This lookup field supports searchable, single-select lookup by tax code name or code. The value is saved at the Price List Item level and cleared if "Taxable?" is disabled. Previously saved tax codes pre-populate when revisiting the tab, and the field remains optional.

For more information, see Configuring Tax Billing and Invoicing.

Automatic Price Program Association from Contracts

The system automatically associates active Price Programs linked to contract numbers on a quote during pricing. The Rebate API considers both direct and indirect program associations during price calculations and repricing, while the system aggregates and deduplicates indirectly associated programs and displays originating agreement details.

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

Improved Back Navigation Across Quote Actions

While working in a quote, if you navigate to the cart page, and then click the back arrow next to the Quote name, the quote details page is displayed. This back navigation works on all the actions within the quote, say for example you click Approve Cart or Create Contract and want to return to details.

Sync Finalized Cart Changes to HubSpot Deals

When you finalize a quote, line items and mapped fields from your Platform Cart automatically sync back to the corresponding HubSpot Deal. Any additions, updates, or deletions to line items are reflected in HubSpot, with support for both single and bulk updates.

Sync Service Quantity Setting for Service Products

A new feature setting Sync Service Quantity is introduced to control how service product quantities are calculated in Service CPQ. When you enable this setting, the service product quantity automatically equals the sum of all associated equipment product quantities. When disabled, the service product quantity defaults to 1. To achieve this, you must invoke Update Configuration API and pass the ConfigSystemProperty and SyncServiceQuantity as values.

For more information, see Config Management APIs in Conga Developer Portal.

CPQ UI Supports Orders and Contracts

You can use the Angular CPQ UI components Catalog, Product Configuration, and Cart Management with Order and Contract objects, in addition to Quotes. Browse products, configure options, and manage carts across any supported business object, all without requiring any UI code changes.

Quote to Contract Integration: EnableQuoteToContractCopyCart setting

Sales users can now copy the entire cart from a quote and associate it with a new contract at any stage of the quote lifecycle by enabling the EnableQuoteToContractCopyCart feature setting, which is disabled by default. When the parent cart contains line items, the cart?copy operation is performed asynchronously and always returns a job status, regardless of the number of items. If the parent cart has no line items, creating or updating a contract follows a synchronous process. Therefore, asynchronous processing occurs only when line items are present, and reducing the quote?to?contract threshold has no effect when the cart is empty.

For more information, see Creating a Contract and Updating a Contract.

Multi-Tier Collaboration in Web UI

You can create and manage multi-tier collaboration requests directly in the CPQ Web UI. You can create collaboration requests, track their status, and open collaborator carts to make changes and submit them for merge all from a single interface. Collaborators see only the line item fields you specify through fieldset settings, ensuring controlled visibility. You can also initiate new collaboration requests from within a collaborator's cart, enabling nested, multi-tier workflows. Once a request is completed or cancelled, the collaborator's cart automatically becomes read-only.

For more information on filed settings, see Configuring Cart Page Settings.

Service Product Association in Cart

You can associate one or more service products with selected items directly in your cart. View all eligible service products for each product and manage relationships between service bundles, bundle options, and associated products without leaving the cart. You can also configure the visibility of product information to sales representatives.

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

Typeahead Support for Service Products in Service Catalog

The Service Catalog search in the Service Configure, Price, Quote (CPQ) flow supports typeahead functionality, displaying only products of type service. Typeahead results adhere to eligibility rules and maintain the same behavior and limits as the standard catalog search.

For more information, see Working with the Service Catalog.

Service Product Pricing Rollup Method for New Sale

The Service Product Pricing Rollup Method supports service pricing calculations using dimension-based Price Matrix combinations for Quantity, Product, and Option values. The system uses the Price Matrix entry when available and falls back to the Price List Item list price when no matching entry exists. Weightage configuration and validation support accurate pricing distribution across related line items, while the cart automatically recalculates service product quantities and pricing based on associated equipment products.

Service Product Pricing Calculation Using Rollup Method

The system supports rollup-based pricing calculation for New Sale Service Products associated with New Sale Equipment Products by using a dimension-based Price Matrix to determine the service base price. The system validates configured weightage totals against the service product net price, supports configurable related line item columns through Application Settings > Global Settings > Field Sets, and prevents saving when validation requirements are not met.

For more information, see Configuring Cart Settings.

Enhancements on Installed Products Page

On the Installed Products page, when asset view with group is applied, then search results are returned in a grouped manner. The groups are loaded page-wise and the limit is controlled by the GroupsPerPage setting.On initial load, only group headers are rendered and no assets are loaded under any group until the group is expanded for the first time.Each group header displays group name and total number of assets in that group. Click on the chevron to expand or collapse the group. Expand/collapse affects only the assets that are already loaded, not the total available assets.When a group is expanded for the first time, only the first batch of assets is loaded. The number of assets loaded per request is controlled by LineItemsPerPage.Each group header provides a menu with options: Load More (loads the next batch of assets based on LineItemsPerPage), and Load All (loads all remaining assets for the group).Loaded groups and their assets are cached to prevent redundant API calls and ensure a smooth and responsive user experience. The cached data is reused during expand/collapse and pagination interactions.

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

Service Product Pricing Rollup Method Enhancements

The Service Product Pricing Rollup Method now supports configurable weightage allocation and validation for related line items during New Sale transactions. The system calculates pricing using a dimension-based Price Matrix with List Price fallback support, reflects pricing updates for bundles and options in the cart grid, and preserves pricing changes across adjustments, relaunches, and line item modifications.

CPQ Asset-Related Reports

Two new reports, Subscription Renewals Dashboard and Account Based Asset Summary are introduced.

Account Based Asset Summary report displays a high-level financial overview of assets tied to an account. At the top, three headline metrics display the account's key revenue indicators — Annual Recurring Revenue (ARR), Total Contract Value (TCV), and Annual Contract Value (ACV).The List of Active Assets table shows up to 50,000 asset records of asset-level data. The table supports advanced filtering, search by asset or account name, pagination, and navigation to asset and account detail pages, while only displaying active assets and excluding suspended or cancelled records. Subscription Renewals Dashboard shows upcoming renewals, list of assets expiring in 30 days and 60 days with links to account details and asset details, and all key metrics calculations on asset level. Filter can be applied to get assets expiry in desired duration.

For more information, see Reports and Dashboard.

Enhancements in Quote Collaboration

Sharing a quote with a buyer or partner requires the cart to be finalized. When sharing with a buyer, primary contact information is mandatory, whereas it is optional when sharing with a partner. However, the Recipients field remains empty for both options, even though primary contact information is required when sharing with a buyer.

For more information, see Share Quote with Buyer and Partner.

New Fields on the Quote

You can now capture additional user information on a quote, including Owner, Requestor, and Partner. The Owner field is automatically populated with the sales user’s name. The quote owner or sales user can specify the person requesting the quote in the Requester field. The Partner field allows you to enter a partner name and is populated only with contacts for which the Partner Account toggle is enabled.

For more information, see Creating a Quote.

Service Bundle Configuration within Config Page

Service bundle configuration is available within the configuration page for associated products. Option and attribute selection supports complex service and equipment combinations, while constraint rules, attribute rules, and existing configuration settings continue to apply within the service bundle context.

Enhanced Deal Guidance API Response Metadata

The Deal Guidance API response now includes Measure, CustomMeasureSource, BusinessObject, and RuleEntryId details for each rule entry. These additions help administrators improve contextual metadata handling, value formatting, dynamic header rendering, and traceability in Deal Guidance user interfaces.

For more information, see Deal Guidance APIs in Conga Developer Portal.

Summary-Level Deal Guidance in Deal Guidance Rules API

The Deal Guidance Rules API now supports summary-level deal guidance for quote-level pricing evaluations. The system automatically applies guidance based on active summary-level rules and real-time cart data, while helping administrators configure rule criteria, measures, and guidance metadata for improved quote-level pricing analysis and decision-making.

For more information, see Create deal guidance rules API in Conga Developer Portal.

Billing Schedules Visibility for Asset Line Items

You can now view all billing schedules associated with an asset line item directly on its related page, making billing information easier to track and understand. From the Asset 360 page, selecting an asset navigates to the Asset Line Item Details page, where billing schedules are displayed as a related list in a separate tab. The top of the table highlights key summary information, including total billing for the selected asset, total invoiced amount, and pending billing amount. Detailed billing schedule information is presented in a tabular format, with search and filter options to help users easily analyze and track billing data.

For more information, see “Viewing Asset Related Details in New UI”.

Multi-Tier Cart Collaboration: Merge Changes in Cart

You can review and merge changes submitted by collaborators in a multi-tier cart workflow. When a collaborator submits updates to a cart, you can accept, deny, update, or reassign each request. The system automatically merges added, updated, or deleted line items, applies configuration rules, and recalculates pricing. Visual indicators help you track the status of each change, and you can review completed configurations in a dedicated tab. Only fields defined in the Collab Merge Fields field set are included in the merge.

For more information, see Merging Configurations in the Parent Cart.

Multi-Tier Cart Collaboration: Submit Changes for Merge

Collaborators can submit changes in a multi-tier collaboration cart for merge, with visibility and edit access limited to fields defined by the CollabCreateFields and CollabMergeFields fieldset settings. The collaboration request status updates to Completed upon submission, and the request owner receives an email notification.

For more information, see Merging Configurations in the Parent Cart.

Cancel or Delete Multi-Tier Cart Collaboration Requests

You can cancel open multi-tier cart collaboration requests directly from the cart interface. A confirmation prompt appears before cancellation, and collaborators receive a notification email when a request is cancelled.

For more information, see Merging Configurations in the Parent Cart.