Add Custom Object as Related List on Quotes Page

Administrators can now add a custom object as a related list on Quote details page. Once settings are updated, changes apply to all Quotes.

API: PUT /api/config-management/v1/configuration

Sample setting to display Proposal Location, Production Configuration List, and ExternalUrlWikiPageNewTab in the Related List pane on the quote page.

{    
"Category": "cpq",
"Name": "quotesettings",
"Value": "{\"customRelatedLists\":[{\"objectname\":\"ProposalLocation\",\"url\":\"https://enter the URL\"},    {\"objectname\":\"ProductConfigurationList\",\"url\":\"https://enter the URL\"},    {\"objectname\":\"ExternalUrlWikiPageNewTab\",\"url\":\"https://enter the URL/\",\"target\":\"_blank\"}]}"
}

Administrator can enable this feature via feature flag.

For more information, see Creating Custom Objects on Quote Page.

Filter Cart Lines by Multiple Values

You can use the IN (Includes) operator in Advanced Filters on the Cart page to filter string fields using a comma-separated list of multiple complete values. This enhancement streamlines searching large datasets (such as serial number lists) in a single step without creating multiple individual filter criteria.

For more information, see Applying Advanced Filters on the Cart.

Configurable Price List Requirement in Quote APIs

CPQ administrators can create, update, and upsert quotes without a price list by enabling AllowQuoteOperationsWithNoPriceList. This allows you to create quotes first and select a price list later. The setting is disabled by default. You must select a price list before launching the cart.

Use the following API to enable the feature setting.

PATCH /api/revenue-admin/v1/feature-settings

For more information, see Conga Developer Portal.

Support for Expressions on Currency Attributes

The platform now supports using expressions to populate attributes of the Currency data type. This update enables attribute expressions referencing currency fields to correctly display values, aligning behavior with other supported data types.

Line Sequence in Line Item Error Messages

You can identify the specific cart line encountering an error by viewing its line sequence in line-item update error messages when detailed line-item error reporting is enabled. This helps you quickly pinpoint and troubleshoot errors across multiple line items.

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

Embed Conga Dashboards and Reports in Salesforce

You can embed Conga Platform dashboards and reports in Salesforce using a reusable Lightning Web Component (LWC). Configure the component with different dashboard or report URLs and access embedded views from Account or Opportunity custom buttons without additional sign-in prompts.

Upsert Quote API: Support for Requests Without Quote ID

The Upsert Quote API allows creation of a new quote when the request payload does not include a Quote ID. If a Quote ID is omitted, the API creates a new quote without assigning an external ID, while existing behavior remains unchanged when a Quote ID is provided.

POST /api/quote/v1/quotes/upsert-quote

For more information, see Conga Developer Portal.

Support for Boolean Fields in Attribute Rule Actions

Attribute Rules now support the boolean data type for the "Allow", "Default", "Hidden", "Disabled", "Required", and "Reset" actions, enabling administrators to define and default True/False values for boolean attributes. This update allows for custom logic enforcement on true/false style attributes, aligning boolean handling with other supported data types.

For more information, see Creating a Product Attribute Rule.

Enhanced Bill To Display in Cart Group Headers

Cart group headers are enhanced to remove unwanted blue lines beneath the Bill To field in cart group headers. Previously, these lines appeared beneath the field even when it was not editable.

Enhancement: Advanced Search on Installed Products Page

On the Installed Products page, the "Includes" operator in Advanced Search filter allows you to enter multiple values for any field with a String data type. Separate the values with commas to quickly filter and locate relevant products.

Conga Advantage Platform Setup UI and Workflow Refactor

The Conga Advantage Platform Setup experience now consolidates integration configuration into three streamlined tabs: Connection Parameters, Quote Field Mapping, and Data Sync Management. Administrators can enter and validate connection details, manage quote field mappings using default or custom JSON, and access data sync management links, with backend Salesforce settings configured automatically and progress tracked through semantic status indicators. The updated workflow removes manual technical steps, provides actionable error guidance, and maintains existing data sync functionality without regression.

For more information, see Conga Advantage Platform Setup Wizard.

Embedded Experience: Location Navigation in Embedded CPQ

You can now access the Location related list and open Location details within CPQ embedded in Salesforce or Microsoft Dynamics, without opening a new browser tab.

Embedded Collaboration Request Navigation

You can open Collaboration Requests from the quote related list and navigate their details within the embedded CPQ frame in Salesforce and Microsoft Dynamics, without leaving your CRM.

Embedded Approval Navigation

You can open approval details from a quote’s Approvals related list and perform approval actions within the embedded CPQ frame in Salesforce and Microsoft Dynamics, without opening a new tab or leaving your CRM.

Account Composite API for Account and Associated Contacts

Introducing Account Composite API which enables you to create or update an Account and its associated Contacts in a single API request, supporting multiple Contacts per Account.API: POST /quote/v1/accounts/upsert

Before you use this API, ensure that you have UpsertAccountSettings configuration included in api/config-management/v1/configurations

The upsert API creates a new Account when no matching Account record exists. If a matching Account is found, the API updates the existing Account instead. Similarly the API processes all Contacts associated with the Account in a single request. It creates new Contact records when no matching records exist and updates existing Contact records when matches are found. This enables the complete set of Account-related Contacts to be managed together through a single operation.

For more information, see Conga Developer Portal.

Introducing Account Hierarchy Object

The Account Hierarchy is introduced in Object List which represents relationships between business entities, including parent companies, subsidiaries, divisions, and branches, in a tree structure. This object enables a unified view of account relationships and supports accurate reporting across hierarchical levels.

For more information, see Objects in ‘Advantage Platform Administration’ documentation.

Service CPQ: Change Actions for Service Lines and Equipment

Sales representatives can now perform Change action on service asset and add/remove equipment product/asset after Change operation.

Recurring Rebate Calculation Based on Qualifying Lines

Recurring rebate calculations for For Every X Get X and For Every X Get Y methods now aggregate only qualifying cart lines before calculating recurrence. This change ensures accurate benefit calculations for rebates with line-level criteria. Group-only scopes without additional criteria retain their existing behavior. Existing rebates with criteria-based scopes may produce different results due to the updated calculation logic.

Compare Line Items API: Hierarchical Structure for Line Items in Quote Comparison

The Compare Line Items API now returns line items in a structured hierarchy, including primary and parent line numbers, depth level, and line item type (Bundle, SubBundle, Option, Standalone). This enables consistent display of bundle and option relationships in the Compare Quotes page, matching the hierarchy shown in the Cart grid. The response structure supports bundles up to five levels deep and maintains consistency across all compared quotes.

/api/cart/v1/quotes/compare/line-items

For more information, see Conga Developer Portal.

Hide Mass Copy Action Icon in Quote Cart

Administrators can now completely hide the mass copy action icon from the Cart page by configuring a custom CSS override. While the standard configuration property only disables the action, applying the CSS override removes the icon from the interface, preventing users from accidentally duplicating line items when duplicates are not allowed.

Mass Update Line Limit and Chunk Size Settings for Cart

You can control Mass Update using two new Config System Properties, MaxAllowedLinesForMassUpdate and CartLineItemsUpdateChunkSize to limit the number of selected cart lines and set the number of lines processed per request (default: 500). Mass Update is disabled when your selection exceeds the configured limit.

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

Activate Cart Version API

You can reactivate a previous cart version in a terminal status by passing reviseInPlace=true to the Revise Cart API. Your line items, adjustments, approvals, and version number are retained without cloning the cart. Existing cart-versioning validations still apply; the default behavior continues to create a new version.

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

Asset Line Items and Approvals Related Lists in Embedded CPQ Experience

The Asset Line Items and Approvals related lists are now available and fully navigable within the embedded CPQ experience in both Salesforce and Microsoft Dynamics. All detail page links for Asset and Approval records open within the embedded frame, while the Product link in Asset Line Items is displayed as non-clickable text. Existing behavior remains unchanged in standalone mode.

Quote to Contract: Support for Contract Creation and Update Across All Cart Statuses

Sales representatives can now create or update contracts from quotes regardless of the cart's status. The Agreement Line Items are generated from available cart lines without restriction when the cart status is one of the following:

New, Saved, Finalized, Pending Approval, Ready For Approvals, Approval Required, Ready For Finalization, In Collaboration

Selective line item selection, sync/async threshold, and cart cloning behaviors remain consistent across all supported statuses.

When cart status is "Superseded" or "Abandoned", a contract is created without the agreement line items.

For more information, see Creating a Contract.

Removal of GetExcludedOptionIds Invocation from Catalog Page

The catalog page no longer invokes the GetExcludedOptionIds method, allowing you to add option products independently to the cart from the product list. The method now filters options only during bundle configuration, preventing unintended exclusions on the catalog page and aligning option filtering with the configuration context.

Service Product Pricing Rollup for Asset-Linked Services

The Service Product Pricing feature introduces a configurable rollup method to calculate prices for asset-linked services using a price matrix based on dimensions such as Quantity, Product, and Option. If the price matrix is unavailable, the calculation defaults to the list price. You can configure the weightage amount or percentage for each related line item using the Weightage Amount and Weightage Type fields. The system validates the total weightage against the service product's net price, displays error messages when the values do not match, and disables saving until you correct the values.

Incentive APIs: Country and Region Scope Parameters

The Incentives APIs now support Country and Region parameters to include or exclude specific countries and regions from promotion criteria. When you omit these parameters, the API includes all countries and regions by default without validating the scope fields. The API synchronizes scope data to opensearch for runtime use.

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