Migrate API Success Status Code

The Migrate API now returns a 202 Accepted status code instead of 200 Success to accurately indicate that the request has been received and processing is ongoing. This update clarifies the API response, preventing the incorrect impression that the migration process is complete when the request is only accepted.

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

Add Charge Type Flow for Price List Items

The Add Charge Type action for Price List Items now initializes all fields with default values, rather than cloning attributes from existing Price List Items, including the "EnableRampCreation" field, which defaults to false. This update prevents validation errors when adding new charge types to products that already have ramp-enabled Price List Items, allowing administrators to create additional Price List Items without inheriting ramp-related settings.

List Favorites API

Product administrators can view and search a comprehensive list of all favorites saved in the system under the new Favorites section. The list displays key details including Name, Scope, Number of Products, Price List, Owner (using the CreatedBy field), Is Active, and Date Modified, with options to search by Name, Price List, and Owner, and sort by Name, Scope, and Date Created.

For more information, see Conga Developer Portal.

Rebate Listing Popup Standardization in Cart Integration UI

The rebate listing now opens consistently as a popup within the same window when accessed from the Cart. This update removes the full-page and new-tab navigation option, helping maintain Cart context and preventing back button and breadcrumb navigation issues.

Support for Custom Save Action Redirection with Validation Callback on Cart

You can use a new action parameter, ignoreerrors=true, with the cart's custom save action. When enabled, the system runs your oncartvalidation callback, ignores any cart validation errors, and redirects you to the intended page (for example, Quote Details). Previously, you had to choose between executing the validation callback or allowing redirection when cart errors were present. The existing cart validation behavior is unaffected unless you explicitly use this parameter.

For more information, see Configuring Cart Page Settings.

Checkbox Display for Primary Line of Product in Asset List View

The selection checkbox is displayed only for the primary line of a product in the Asset360 list view and account page tree structure. Child lines and secondary lines do not have a checkbox, this ensures selection is limited to the main asset entry only.

For more information, see Managing Assets on New UI.

Eligible Service Bundle Configuration via Cart API

Cart APIs now support configuration of eligible service bundles for purchased equipment assets. Sales representatives can link new or existing service products to equipment assets and configure eligible service bundles with required attributes and options during service configuration.

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

Cart Cloning Version Initialization Enhancement

When you clone a cart with cart versioning enabled, the cloned cart now initializes with a version number of 1, instead of carrying over the source cart's version number. This applies whether you clone with or without line items, and regardless of the target business object association. Version assignment is automatically skipped if DisableCartVersioning is set to true on the target business object, if BusinessObjectType is missing, or if the EnableCartVersioning feature flag is disabled. Your existing clone, revise, and launch cart workflows remain unaffected.

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

Add/Remove Products Action for Cart Line Items

You can update product associations for service products directly from the cart. When you open the related line items pop-up for a service product, a new Add/Remove Products action allows you add or remove equipment products. Any product changes you make to a service bundle automatically cascade to its associated options. The related line items icon is not displayed next to options within a service bundle.

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

Post Sale-Change Add/Remove for Cart Line Items API

You can add or remove equipment products from a service bundle and have those changes automatically cascade to all associated option products. This ensures that your service product relationships stay accurate across the cart, so you don't need to manually update each option product when modifying equipment associations.

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

OpenSearch Restore Org API

You can use the Restore Org API in DataManager to automate the recovery of your tenant organization. When you call the API, it handles the full restoration workflow offboarding and re-onboarding your tenant, updating missing custom fields, resyncing entities, and regenerating bundle configurations all tracked through a single job task. A built-in retry mechanism also ensures reliability by handling version conflict exceptions during the restore process.

For more information, see Conga Developer Portal.

Embedded CPQ Web UI Support for Catalog and Quote Service Flows

CX Studio-Based Visibility Control for Fetch Rebate Programs

The Cart UI now controls the visibility of the Fetch Rebate Programs option in the Rebate Association panel through CX Studio configuration. Administrators can configure the visibility behavior across Cart, Quote list, and Agreement list flows using CX Studio, without relying on the deprecated CPQ admin setting.

For more information, see Object Layouts in Advantage Platform Documentation.

Scheduled Contact Sync from Dynamics 365

You can set up a scheduled sync to automatically bring your Dynamics 365 Contact records into Conga at a defined frequency. The sync runs incrementally only contacts modified since the last sync are processed, keeping your contact data current without re-syncing everything. You can update the sync frequency at any time without redeploying the recipe. Contact sync and account sync run concurrently with no performance impact to either process.

Scheduled Account Sync from Dynamics 365

You can configure a scheduled sync to automatically bring your Dynamics 365 Account records into Conga at a defined frequency. The sync runs incrementally only accounts modified since the last successful run are fetched so your account data stays current without requiring a punchout to trigger it. Your existing field mappings are applied automatically during each sync, and you can update the sync frequency without redeploying the recipe.

Import/Export API Enhancements

You can now import and update cart line items including bundles and their options using a CSV file through the Import API. To define bundle-option relationships, include the PrimaryTxnLineNumber and TxnParentBundleNumber fields in your CSV. You can also use an exported CSV directly as an import payload for a seamless round-trip workflow. The API validates your file at every level file type and size, headers, and row data and returns detailed error messages to help you quickly identify and fix issues. Each import supports up to 5,000 data rows with a maximum file size of 100 MB.

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

Mass Price Ramps Support for Renewal and Change Operations

Mass Price Ramps feature is now supported for ABO Renewal and Change operations and when you add products from the Installed Products page.Supported for standalone ramp and bundle/option products.

For more information, see Asset Change Operation and Asset Renewal.

Cloning Row for Rate Table in Admin UI

Administrators can now use the Clone icon in the Rate Table to duplicate a row along with its tier structure. The cloned row appears at the end of the table, remains independent of the original row, and is immediately available for editing, helping simplify the configuration of similar rate structures.

For tiered rate tables, the system copies only the Adjustment Type and Adjustment Amount fields during cloning, while all other fields follow the default behavior of a newly added row.

For more information, see Defining Benefits for a Rebate and Defining Benefits for a Price Program.

Rebate Listing Popup Standardization in Admin UI

The rebate listing now opens consistently as a popup within the same window when accessed from the Cart. This update removes the full-page and new-tab navigation approach, providing a consistent user experience and preventing navigation issues related to back button and breadcrumb behavior.

Support for Change and Renew Operations on Usage Assets with Modifiable Options

Modification of usage tiers and line items on usage-based assets during the Change and Renew operations is now supported.You can renew usage-based assets and update usage tier entries, such as tier ranges and unit prices, directly on the cart. Modified usage entries, such as adjustment amount and adjustment on cart line items, are correctly persisted on asset line items after finalization.

View Favorite API

Product administrators can retrieve the complete details of a saved favorite using the View Favorite API. The API returns key information such as the favorite name, scope, active status, custom fields, associated price lists, created-by user, creation and modification dates, and the products saved within the favorite. You can also fetch the line items under a favorite separately, with configurable fields for a more tailored response. This API supports the Favorites Management UI, giving you a reliable way to review and verify saved favorites.

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

SPOM Price Recommendation Opt-In Setting

Administrators can now enable the SPOM (PROS) Price Recommendation feature using a flow-based custom setting, allowing display of Floor Price, Expert Price, and Target Price for each line item in the cart. This feature is opt-in, requires additional licensing, and is OFF by default.

Default Target Price Application for All Line Items

Administrators can enable the Default Target Price on all Line Items custom setting to automatically apply the target price as an adjustment to all line items in the cart during pricing flows. This feature is controlled at the flow level and allows users to remove the adjustment or apply other adjustments as needed. The configuration property EnableTargetPriceApplicationByDefault manages this behavior.

Quick-Apply Price Recommendations Integration

Sales Representatives can now apply floor, expert, or target price recommendations directly to one or multiple line items from the cart. The system applies the selected recommendation as a gross-level price override and provides visual confirmation for each updated line item, supporting both single-item and bulk update workflows.

Manual Sync Cart with Opportunity API

You can use the Manual Sync Cart with Opportunity API to synchronize primary line items from a quote to its associated opportunity. The API works independently of the underlying CRM and syncs key line-item details such as product name, quantity, list price, and unit price. When you reconfigure a quote adding, modifying, or deleting line items simply re-trigger the sync to reflect the latest changes on the opportunity. If multiple primary quotes exist for an opportunity, the first created primary quote is synced. The API also supports revised carts, automatically picking up the latest revision. Note that syncing is blocked for abandoned and superseded carts.For more information, see Cart APIs in Conga Developer Portal.

Activity History API for Quote

Conga CPQ now provides a comprehensive Activity history API for Quote records, giving administrators and sales users full visibility into every action performed on a quote throughout its lifecycle. The API captures all system user details and system activities, such as quote creation, updates, cloning, deletion, acceptance, approval stage transitions, approval status changes, review submissions, document uploads, signature requests, and contract generation.Each activity record includes the activity name, action category, action type, the user who performed the action, timestamps, the associated object ID, and a descriptive comment.

To enable this feature, administrators must activate the LogActivityHistory feature setting (disabled by default) via the Configuration Management API:

PUT/GET: /api/config-management/v1/configurations/cpq/featuresettings

Additionally, custom activities can be dynamically registered without code changes using the Configuration Management API by creating or updating a configuration entry under the RevenueActivityHistoryConfig category with the name RegisterActivities:

POST/PUT: /api/config-management/v1/configurations

For more information, see Conga Developer Portal.

Activity History Panel for Quotes

The Activity panel in a Quote provides a detailed, chronological timeline of all user and system actions, including creation, updates, approvals, document generation, sharing, stage transitions, and comments, with event messages, timestamps, user attribution, and action categories. The panel supports advanced filtering by activity type, action, and date range, search, expandable time-based grouping (such as Today, Yesterday, Last Week), and infinite scroll, and displays activities performed by all organization users. Export activity history in CSV or Excel formats, and view clear messages for each action.

For more information, see Viewing the Activity History of a Quote.

Dynamic Summary for Rate Table Without Tier in Buy X Get X Programs

The program summary for Buy X Get X configurations now displays rate table details for non-tiered setups directly within the summary view. When applicable, the summary also displays associated tier details for each rate table entry, reducing the need to navigate to separate screens.

This update also removes the Enable Date Range field from both Price Program and Rebate configurations to maintain a consistent configuration experience.

For more information, see Price Program and Rebate Program.

Clone Cart Summary Adjustments

When you clone a cart using the Clone Price True option, all summary adjustments such as discounts applied to the Grand Total are now automatically copied to the cloned cart. Previously, summary adjustment details were not carried over during cloning, requiring you to re-apply them manually. With this fix, the cloned cart accurately reflects the same summary group adjustments as the original.

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

Cart Collaboration: Update Line Items in Large Bundles

You can view and update all line items from a collaborator’s cart within the "Completed Products" tab of the collaboration dialog, supporting large bundles with pagination. The dialog remains open during update operations and displays error messages if updates fail, providing clear feedback for collaboration actions.

For more information, see Quote Lifecycle Collaboration.

Skip Asset Creation

Use the Disable asset integration toggle field on price list items to control asset creation for specific charge types. When this field is enabled, the system skips asset creation for the selected price list item but continues to create order line items. Use this flag only for secondary charge types for excluding asset creation.For more information see Skip Asset Creation for Price List Items.

Multi-Tier Cart Collaboration: Update Line Items

You can update line item fields, modify bundle attributes, and remove line items directly within a multi-tier collaboration cart. All rollups, field expressions, attribute expressions, and attribute rules automatically execute and save when you make changes. You can also reassign collaboration requests to other users each collaborator must submit their changes in reverse order before the final submission.