Is Rich Text Field Configuration for String Attributes

Administrators can now configure the Is Rich Text Field property for String attributes in the Attribute Create and Edit screens. This option is visible only when the Data Type is String and defaults to false for existing attributes. The saved value is displayed correctly during editing and remains hidden for other data types.

Increased Character Limit for Text Area Attributes

You can store up to 5,000 characters in text area type attributes, an increase from the previous 2,000-character limit. This enhancement allows you to capture longer notes, detailed descriptions, and comprehensive text content in attribute fields without data truncation.

For more information, see Creating an Attribute.

Compare Line Items API for Quote Comparison

You can compare line items across multiple quotes using the Compare Line Items API. This API fetches and compares line items from the latest active carts of selected quotes, allowing you to see differences at a glance. The comparison supports standalone products, bundles with options, multiple charge types, and ramp lines.

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

Deal Guidance Performance Optimization for Large Carts

The Pricing Service now processes configuration calls in a single request and applies rule evaluation only to updated lines using a dirty check. These enhancements increase performance and reduce latency for large cart transactions in the deal guidance workflow.

Cancel Inactive or Expired Product Line Items (PLIs) and Options During Asset-Based Operations

Administrators can configure the system to automatically mark inactive, expired, or removed product line items (PLIs) and options as cancelled with no refund during asset-based operations, preventing errors and displaying a user-friendly message using EnableAutoCancelInactivePLI setting.

When EnableAutoCancelInactivePLI is set to True and DefaultAssetPricing is either True or False, then Inactive PLI or options are shown as Cancelled.When CancelInactivePLI/Option is set to False and DefaultAssetPricing is False, then Inactive PLI or options are shown as Cancelled.When CancelInactivePLI/Option is set to False and DefaultAssetPricing is True, then Inactive PLI or options are removed.

/api/revenue-admin/v1/flows/system/settings/assets

This is applicable for all types of recurring, usage and one time lines. The cancellation logic covers primary and secondary PLIs, as well as bundle options, ensuring accurate status updates without impacting bundle line net prices.

Upsert Opportunity, Account, and Contact Records API

The API enables real-time upsert of Opportunity, Account, and Contact records from Salesforce to Advantage Platform by matching on the External Id field "Id". Administrators can insert or update records as needed to maintain accurate and synchronized customer data across connected systems, with support for custom fields and configurable ExternalId mapping via config-management APIs.

/api/config-management/v1/configurations/cpq/UpsertOpportunitySettings/opportunities/upsert

For more information, see Quote API.

Optimized Cart Versioning with Clone Without Repricing

You can create cart versions using an optimized cloning path that skips the pricing and configuration cycle. When enabled, creating a child version from a parent cart version copies line items and all related entities directly without re-fetching pricing, re-running configuration logic, or recomputing totals. This significantly reduces processing overhead while preserving all pricing and configuration data from the parent version. This feature is managed with the feature flag. You must contact Conga support team to enable this feature.

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

AdHocGroup View Creation

Administrators can now create custom cart views grouped by the AdHocGroup field without experiencing view creation errors. Cart view creation now validates Adhoc Group fields against the configured “GroupBy Fields" in system properties, allowing their use even if not present in display columns. Validation for all other fields continues to follow display column restrictions, maintaining consistent behavior for non-configured fields.

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

Automatic Clearing of Resolved Cart Line-Item Errors

Sales representatives will now see adjustment validation error messages cleared for fixed line items during reprice, while error alerts are maintained for items that still require attention.

Retrieve Cart Lock Status

Sales representatives can check the current lock status of a cart and identify the user who holds the lock without acquiring or altering the lock itself. To achieve this, invoke the new GET /api/cart/v1/carts/

/lock-status REST API endpoint. The API responds with the IsLocked and a Message parameters. This enables the users to verify whether a cart is available for editing or determine which user currently holds the lock to control conditional cart workflows and UI actions.

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

Reprice Primary Action in Summary View

Sales representatives can quickly reprice cart adjustments from the Summary View, as the Reprice button automatically promotes to the primary action after adjustment edits.

For more information, see Pricing a Product on the Shopping Cart.

Attribute-Based Constraint Rules APIs for New Validations and Scope

The Attribute Constraint Rule and Entries APIs for attribute-based constraint rules now require the Attributes field and allow updates to the Product field. The ActionScope, Attribute Group, and Option Group fields are deprecated, and related validations are removed, allowing duplicate rules with the same scope and providing greater flexibility when configuring constraint rules.

For more information, see Attribute Contraint Rule and Attribute Contraint Rule Entries APIs in Conga Developer Portal.

Asset360 Details Page: Basic Information Section Enhancements

The Basic Information tab on the Asset360 Details page adds the "Quantity" field, removes the "Item sequence", "Primary Line Number", and "Line Number" fields, and updates the field order for improved clarity. The new sequence includes: Name, Product, Charge type, Description, Quantity, Net price, Net Unit Price, Base Price, Delta Price, Delta Quantity, Price List, Price list item, Status, Account, and Inactive.

For more information, see Viewing Asset Details and Related Lists on Modern UI.

Attributes Tab Update

In Asset 360 view, the Asset Attribute tab is visible when you open an asset to view its details. The tab is renamed to Attributes and now displays only the "Attribute" and "Value" columns for a streamlined view. Other columns can be added using ‘Manage Visible Columns’.

For more information, see Viewing Asset Details and Related Lists on Modern UI.

Expanded Line Item Capacity for Favorite Configurations

Sales representatives can save complex product configurations containing over 500 line items as favorites without losing child bundle options.

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

SubBundle Wrench Icon and Attribute Group Display

The new Standard Page Layout now displays the wrench icon beside SubBundles and shows Attribute option groups within SubBundles on the configuration page, providing consistent behavior with previous layouts.

Display of Related Service Products for Equipment Assets

View related line-item service products directly associated with equipment assets in Asset360. This update enables users to see both equipment and service associations when searching for equipment products.

For more information, see Viewing Asset Details and Related Lists on Modern UI.

Digital Sales Room Channel Type

Administrators can filter and organize storefronts using the new Digital Sales Room channel type to streamline sales collaboration workflows.

For more information, see Digital Sales Room (DSR).

Pricing Service Certification in Embedded CPQ Web UI

The pricing service supports pricing calculations, repricing, discounts, and formula fields within the embedded CPQ Web UI launched from the Salesforce Quote page. You can view accurate pricing results directly in the embedded interface when adding products and triggering repricing.

Config Service Support in Embedded CPQ Web UI

The config service supports bundle and product configuration within the embedded CPQ Web UI launched from the Salesforce Quote page. You can complete configuration flows directly in the embedded iframe, enabling certification of configuration processes in this integrated experience.

Embedded CPQ Web UI on the Salesforce Quote Page

You can launch the CPQ Web UI quote page directly from the Salesforce Quote page in Lightning mode. This action opens the CPQ catalog, where you can view and modify the quote configuration. All exit actions, including Finalize, Save, Abandon, Close, and the Back arrow, return you to the originating Salesforce Quote page, ensuring a seamless navigation experience.

When navigating from Salesforce to the CPQ Platform, single sign-on (SSO) authentication is supported, so no additional credentials are required. This enhancement also provides real-time quote synchronization, ensuring that the latest quote data is available whenever you relaunch the Configure Products flow.

Quote Detail Panel with Products, Pricing, and Approvals

You can now view and inspect complete Conga quote information directly within the Microsoft Dynamics 365 Opportunity form using the new embedded Quote Dashboard. This enhancement provides full deal visibility and streamlines your sales workflow by bringing key quote metrics, line items, approvals, and contract details into Dynamics without requiring you to switch applications.

Key Features:

• Metric Summary Cards: View high-level metrics for the active primary quote at a glance, including Primary Quote Value, One-Time Charge Count, and Recurring Charge Count.
• Quotes View: Access all quotes linked to the current opportunity, view key attributes (such as stage, approval status, start/end dates, and grand total), and navigate directly to individual quotes within the embedded layout.
• Products Breakdown: Review line items for the primary quote, including product details, line types, quantities, and net prices.
• Approval Requests: Track approval workflows for the primary quote, including approval step names, dates, current status, and approver details.
• Contracts Integration: View associated contracts for the primary quote and launch contract details in embedded mode.
• Search & Filter Capabilities: Use search and filter tools across dashboard sections to locate specific records quickly, with support for accurate currency display based on quote settings.

For more information, see Create Conga Quotes in Dynamics 365.

SSO Authentication for Embedded Quote Dashboard

The embedded quote dashboard supports single sign-on (SSO) authentication using the Dynamics 365 identity token, enabling automatic user validation through the configured Azure AD or Entra ID provider (OAuth 2.0 / OIDC). Authenticated Dynamics users access the dashboard without a separate Conga login prompt, and clear error messages display within the panel if authentication fails.

Conga Integration Setup Wizard

Conga CPQ-Salesforce integration users can use the Conga Integration Setup Wizard to quickly and accurately configure all required Salesforce org settings for the Conga Platform integration. Accessible from Conga Lightning Setup, this guided workflow replaces manual setup steps by automating the creation, configuration, and validation of essential platform credentials, Admin Settings, Auth Providers, Remote Site Settings, UI-to-API connections, Quote field mappings, and Trusted URLs. OAuth and OpenID Connect settings must be configured in your Salesforce org as a prerequisite prior to starting the wizard. With the setup wizard, you can:

• Execute Guided Setup: Input platform details and credentials once to automatically populate and configure all subsequent integration settings.
• Validate Settings in Real Time: View immediate status feedback across each step, automatically detect configuration mismatches, and apply one-click overrides for updated values.
• Safely Re-run Configuration: Re-run setup steps at any time without creating duplicate records or metadata in your Salesforce org.

For more information, see Conga Integration Wizard for Salesforce & Platform Integration.

Redirecting External User Buyers to the Correct Login Page for Shared Quotes

External User Buyers accessing a shared Quote via "Access with Login" are now routed to the dedicated External User login page, ensuring accurate authentication and direct access to the intended Quote. After successful login, Buyers are taken directly to their shared Quote and can only view the specific Quote they were invited to, with clear messaging for expired sessions or revoked access. Buyer can make the required modifications and use the Accept button to submit the changes.

Context-Aware Import and Export Templates

Sales representatives now automatically receive flow-specific import and export templates in the cart, restricting displayed fields to match their current user role and workflow context. If no flow-specific template is available, the UI defaults to the standard template, and sales representatives can select and download available templates from a picklist. The exported or imported file contains only the fields defined in the selected template, with default fields such as "ProductCode" and "ProductID" always included.

For more information, see Importing Cart Lines from Worksheet.

Configure Eligible Service Bundle with Cart API

Sales representatives can configure eligible service bundles for purchased equipment assets, including required attribute and option selections. These selections trigger standard constraint rules, related line item constraints, and pricing calculations.

Administrators can configure eligible service bundles through Cart APIs, including linking new or existing service products to equipment assets.

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

Improved Quote Sharing for Login-Based Authentication

When sharing a Quote with Buyer using the "Access with Login" authentication type, the system automatically detects if the recipient is a Contact without platform access and creates an external user account before sending the share email. The share email provides the Buyer with their username, organization name, Sales User's name, a direct Quote link, and instructions for one-time password login. If account creation fails, a clear error message is displayed and the share does not proceed; existing accounts are recognized to prevent duplicates.

This update also enables selection of multiple contacts as recipients for a single Digital Sales Room (DSR) Quote share, with each recipient receiving a personalized email and access provisioned as needed. The recipient selection field only displays contacts associated with the Quote's Account, and clear error messages are shown if no contacts are available or if the DSR storefront is not configured.

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

Hierarchy in View Management

Administrators can manage and enforce a single default cart view per workflow using updated Admin APIs. The supported hierarchy is User Private Default > Admin Protected Default > Admin Public Default> System Default.

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

Cart View Filter and Sorting API for Administrators

Administrators can configure cart view filters with sequence, field, operator, value, parent line consideration, and AND/OR logic, as well as set a single sort field with direction using the API. The API validates filter and sort fields against available display column settings and supports all current filter operators and data types. Manage filter and sort configurations by adding, retrieving, updating, or deleting them for each cart view.

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

Cart View API CRUD Operations

Administrators can create, retrieve, update, and delete cart view configurations through new Admin API endpoints. These endpoints supports fields such as "Name", "Flow", "Line Item Fields", "Group By", "Default", and "Public". The APIs validate field selections, enforce unique view names within each flow, and provide error handling, including restrictions on deleting default views.

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

Global Search API Response Format Updates

The Global Search API now returns object and array fields, such as CreatedBy and RecordOwner, as structured JSON objects and arrays instead of stringified JSON. Currency fields are returned as currency objects containing value, display value, currency code, and currency symbol, aligning with the existing Search API response format.

Review API consumers and update integration logic to accommodate these response format changes.