What's New in CPQ Documentation

This section lists the changes in the documentation for Advantage Platform.

202504.1.0


Document	Publication Date	Topic	Description
202504.1.0	25 April 2025	Defining Information for a Rebate	Updated the topic to include information about Summary field.
		Defining Scope for a Rebate	Updated the topic to include information about Summary field.
		Defining Benefits for a Rebate	Updated the topic to include information about Rate Table column headings.
		Associating Billing and Invoice with a Product	New topic.
		Configuring Tax Billing and Invoicing	New topic.
		Managing Contacts	New topic.
		Managing Accounts	New topic.

202503.2.1


Document	Publication Date	Topic	Description
202503.2.1	14 April 2025	Display Action Callback Class	Updated topic to include information about Primary Action support.

202503.2.0


Document	Publication Date	Topic	Description
202503.2.0	8 April 2025	Managing Product Collaterals	New Topic.
		Cart Features	Updated topic to indicate Cart Collaboration feature availability.
		Assets Settings	Updated Base Price Defaulting Method field description.
		Working with Opportunities	New Topic
		Working with Cart Page	Updated topic to add details using a Custom Picklist.
		Creating PAR	Updated topic to add details of adding action types.

202503.1.0


Document	Publication Date	Topic	Description
202503.1.0	31 March 2025	Pricing CallbackClass	Updated topic for the support for hiding secondary charge

202502.2.1


Document	Publication Date	Topic	Description
202502.2.1	31 March 2025	Quote Details page	Topic updated to include information for Contract options in the Related List.

202502.2.0


Document	Publication Date	Topic	Description
202502.2.0	31 March 2025	Cart Features	Topic is updated to indicate that the availability of Collapse/expand bundles on the cart.
		Defining Benefits for a Rebate	Topic is updated to add information about MetricValueSource Aggregator field.
		Defining Benefits of a Promotion	Topic is updated to add information about Metric field which accepts price dimensions of type as Quantity.

202502.1.0


Document	Publication Date	Topic	Description
202502.1.0	3 March 2025	Viewing Asset Related Details	New topic.
		Defining Scope for a Rebate	Topic updated to match the changed UI.
		Adding Miscellaneous Settings to a Price List Item	This topic is updated to add details about "Creating Price Ramps for specific Options within a Bundle".
		To search and add products to the cart	This topic is updated to add details about enhancements to the Product Description and Multi Picklists

202501.3.0


Document	Publication Date	Topic	Description
202501.3.0	20 February 2025	Assets	Updated topic to include the following fields: Send Renewal Quote Creation Notification Send Renewal Quote Update Notification Send Touchless Renewal Quote Acceptance Notification Send Renewal Process Error Notification Base Price Defaulting Method For Renewal
		Cloning a Rebate	New topic.
		Asset Callback Class	Topic updated to include information about 'GetFilterExpression'.
		Defining Benefits for a Rebate	Topic updated to match the changed UI.
		Creating Quotes	Topic Updated to add details about new validation on start and end dates.
		Creating Quotes	Topic is updated to add content for Quote Location feature.
		Cart Features	Topic is updated to indicate the availability of the following feature. Cart Collaboration- Adding Line Items on UI.

202501.2.0


Document	Publication Date	Topic	Description
202501.2.0	04 February 2025	Config	Updated the topic to add information about "Collapse All Leaf Option Groups" field.
		Asset	Update the topic to add information about multi-select picklist in "Purchase Identification Criteria" field.
		Config	Updated the topic to add information about 'Exclude Optional Products' field.
		Defining Benefits of a Promotion	Removed Metric Calculation Source field information. Updated Metric Value Source field information.
		Validation Callback Class on Conga Platform	Updated the topic to add a note related warning message validation.
		Creating a Product	Updated the topic to add a note related to CX Studio support.
		Creating a Price List	Updated the topic to add a note related to CX Studio support.
		Cart	Updated topic to indicate the availability of the following feature. Cart Collaboration

202501.1.0


Document	Topic	Description
202501.1.0	Overriding Global Settings at a Flow Level	Updated the topic. Hide asset actions field has a multi-select picklist.
	Creating a New Admin Setting	Updated the topic to include a note for "Hide Conga OneShell Navigation in Approvals UI".
	Creating Quotes	Updated the topic to change the UI control from 'Add new' to 'New Quote'.
	Renewing an Asset	Updated the topic to add information about error email notifications during renewals.
	Config	Updated the topic to add information about 'Show Bundle Detail' toggle.

202412.2.0


Document	Topic	Description
202412.2.0	About Proposal Details Page	Updated the topic to reflect the change in terminology (proposal to Quote) on the screens.
	Defining Benefits of a Promotion	Updated the topic to add a note about the dropdown in the Benefits section, which includes Rate and Adjustments for Buy X Get X.
	Managing Rebates	New topic.
	Viewing Rebates	New topic.
	Creating Rebates	New topic.
	Defining information for a Rebate	New topic.
	Defining Scope for a Rebate	New topic.
	Defining Criteria for a Rebate	New topic.
	Editing a Rebate	New topic.
	Deleting a Rebate	New topic.

202412.1.0


Document	Topic	Description
202412.1.0	Config Settings	Updated the topic to add details about new configuration Override Cloned Product Name available under miscellaneous section.
	Filtering Records in Grid View	Updated the topic to add a note about 'using OR criteria for the cart and line items related list'.
	Asset Settings	Updated the topic to add information about new field, Renewal Group Attributes.
	Cart Settings	Updated the topic to add information about drop-down options in Mini Cart Settings.
	Favorites Settings and Asset Settings	Updated the topic to change the page header name from singular to plural.

202411.2.0


Document	Topic	Description
202411.2.0	Catalog Features	Updated topic to indicate the availability of the following feature. Typeahead Search
	Cart Settings	Updated topic. Added information about adding custom fields in Group By Fields.
	Creating a Price Rule Set	Updated topic. Added information about Enable Currency and Currency fields.
	Creating a Price Waterfall Rule Set	Updated topic. Added information about Enable Currency and Currency fields.
	Defining Information of a Promotion	Updated topic. Added information about CX studio support in a note.

202411.1.0


Document	Topic	Description
202411.1.0	Editing Product Creation Page using CX Studio	New Topic
	About Cart Locking for Concurrent Access	Updated topic to add the new enhancements.
	Configuring Column Settings	Updated topic to add new settings.
	Cart Settings on UI	Updated topic to add a new setting Default Collaborator Type.
	Adding Charge Types to a Price List Item	Updated topic to add a note for saving automatically without requiring the SAVE button.
	Adding Charge Type Criteria to a Product	Updated topic to add a note for saving automatically without requiring the SAVE button.
	Renewal Settings	Updated topic. Added information about conditions to be met to update a Renewal Quote.

202410.2.0


Document	Topic	Description
202410.2.0	Catalog features	Updated topic to indicate the availability of the following feature. Search All Products.
	About Cart Locking for Concurrent Access	Updated topic to add the new enhancements.
	Presenting Quotes	Updated topic to add a new section about uploading supporting documents to send the docs for review.
	Creating Price Waterfall Ruleset Entry	Updated topic. Added a note related to API errors, showing messages, disabling the save button, and hiding empty line items.
	Lookup Field Settings	Updated topic as per the new names. Lookup Fields → Lookup Field Settings
	Creating a New Lookup Field Setting	Updated topic as per the new names. New Lookup Field → New Lookup Field Settings.
	Creating a Price Dimension	Updated topic. Added information about wildcard entry ("*") support via a note.
	Creating Price Rule Entries	Updated topic. Added information about wildcard entry ("*") support via a note.
	Renewal Settings	Updated topic. Added information about Renewal Execution Mode.

202410.1.0


Document	Topic	Description
202410.1.0	Cart features	Updated topic. Removed the limitation for the Cart Views > Create a New View.
	Cart features	Updated topic to indicate the availability of the following feature. Cart Locking for concurrent access
	Asset settings	Updated topic. Added information about 'Default Co-term Option for Change:Quantity' field for Asset in Global settings.
	Configuring column settings	Updated topic. Added enhancement details for Tiered Price.

20249.2.0


Document	Topic	Description
202409.2.0	Creating a Color Band	Updated topic. Added information in the Update Color Band section.
	Asset Renewal Custom Callback Class	New topic.
	Asset Features Parity table	Updated topic.
	Creating Quotes	Updated topic. Added information in the create a new quote section.
	Editing the New Quote Pop-up Layout	New topic.
	Pricing Settings	Updated topic. Added information about the new enhancement for the Adhoc/Hierarchy Totaling Hierarchy setting.
	Creating a Price Dimension	Updated topic. Added information about the lookup component in Field.
	Creating a Constraint Rule	Update topic. Added information about Clone rule type.
	Configuring a Constraint Rule	Updated topic. Added information about Action Expression field.

202409.1.0


Document	Topic	Description
202409.1.0	Asset Settings	Updated topic. Added information in the Renewal section and Suspend And Resume section.
	Renewal Settings	New topic.
	Configuring Auto Renewal of Assets	New topic.
	Adding Details to a Price List Item	Updated topic. Added Price UOM in the steps.
	Managing Catalog	Updated topic. Added details about navigating to the parent category from the catalog page.
	Managing the Option Groups	Updated topic. Added details about navigating to the parent option group from the Option Groups page.
	Creating Guidance Rules	Updated topic. Added details about navigating to the dimension set details from the Guidance Rules page.
	About Cart Locking for Concurrent Access	New Topic.
	Creating a Price List	Updated topic. Added searching step for currency field.
	Creating a Dimension	Updated topic. Added searching step for a field.
	Defining Benefits of a Promotion	Updated topic. Removed Effective Date and Expiration Date entries from Rate Table - No Tiers. Added a note for "Rate Table Columns" field.
	Adding Details to a Price List Item	Updated topic. Added Min/Max Applies To, Min Price/Net Adjustments %, and Max Price/Net Adjustments % in the steps.

202408.3.0


Document	Topic	Description
202408.3.0	Installing Conga CPQ (RLS) Package	Updated topic. Added the latest CPQ (RLS) package.
	About Proposal Details Page	Updated topic. Added Recommended Products and Document features.
	Cloning a Product	Updated topic. Added 'Pricing' under Clone entire product step.
	Cloning a Product	Updated topic. Added a note regarding dynamically cloned products.
	Renewing an Asset	Updated topic. Added information about "Evergreen" and "Do Not Renew" cart line items.
	Creating a Visibility Rule	New topic.
	Editing a Visibility Rule	New topic.
	Deleting a Visibility Rule	New topic.
	Adding Details to a Price List Item	Updated topic. Added information related to Cost field and Filter Expression has been renamed to Related Adjustment Amount Source.
	Adding Default Pricing to a Product	Updated topic. Added information related to Default Quantity and Default Price fields.
	Pricing Features	Updated the parity table to indicate the availability of Total Level Waterfall.

202408.2.0


Document	Topic	Description
202408.2.0	Installing Conga CPQ (RLS) Package	Updated Topic. Added the latest CPQ (RLS) package.
	Creating Attribute	Added the Object Related To field for the attribute of type Lookup.
	Sync Renewal Quote to Platform	Added task topic for syncing Renewal quote from Salesforce to Conga Platform.
	Creating Storefront Settings	Updated topic regarding Locale and Guest User fields.
	Editing Storefront Settings	Updated topic regarding Locale and Guest User fields.
	Managing Visibility Rules	New topic.

202408.1.0


Document	Topic	Description
202408.1.0	Deleting an Option Group	Added task topic for deleting option group and product option group.
	Creating a Price Dimension	Added search support step for Field item.
	Defining Benefits of a Promotion	Added a note related Rate Table under the Rate Type step.
	Asset Features	Updated the parity table to indicate the availability of editing and deleting personalized views on the Installed Products page.

202407.2.0


Document	Publication Date	Topic	Description
202407.2.0	05 Aug 2024	Managing Catalog	New Topic.
		Managing the Products	Updated topic to re-structure the task topics.
		Managing the Product Groups	Updated topic to re-structure the task topics.
		Managing Price Lists	Updated topic to re-structure the task topics.
		Creating a Field Expression	Added a note for objects like Line Item, Product, and Attribute in the expression builder.
		Configuring Price Matrix Entries	Added Field Expression steps for adding price matrix entries.
		Adding Details to a Price List Item	Added Filter Expression steps for related pricing.
		Configuring Column Settings	Added Price Waterfall column settings.
		Associating Attribute Groups with a Product	Create new attribute directly on the associated attributes page under products.
		Associating Feature Sets with a Product	Create new feature set directly on the associated feature set page under products.
		Associating Product Groups with a Product	Create new product group directly on the associated product group page under products.
		Associating Categories with a Product	Create new category directly on the associated categories page under products.
		Associate an Attribute to an Attribute Group	Create new attribute directly on the associated attributes page under attribute group.
		Associating Dimension to the Dimension Set	New Feature
		Managing Catalog	Added actions available.
		Managing the Product Groups	Added export feature under available actions.
		Managing the Feature Sets	Added export feature under available actions.
		Managing Field Expressions	Added export feature under available actions.
		Managing the Constraint Rules	Added export feature under available actions.
		Managing Price Lists	Added export feature under available actions.
		Deleting a Price List	Added multiple deletion.
		Deleting a Price Dimension	Added multiple deletion.
		Managing Price Dimensions	Added export feature under available actions.
		Managing the Price Waterfall	Added export feature under available actions.
		Deleting the Price Waterfall	Added multiple deletion.
		Managing the Promotions	Added export feature under available actions.
		Deleting a Promotion	Added multiple deletion.
		Deleting a Price Waterfall Ruleset	Added multiple deletion.
		Managing Price Water Rulessets	Added export feature under available actions.
		Managing Deal Guidance	Added export feature under available actions.
		Deleting Color Bands	Added multiple deletion.
		Deleting Dimension	Added multiple deletion.
		Deleting Dimension Sets	Added multiple deletion.
		Deleting Guidance Rule	Added multiple deletion.
		Configuring Storefront Settings	Added export feature under available actions.
		Configuring Flow Settings to Override Global Settings	Added export feature under available actions.
		Deleting Storefront Settings	Added multiple deletion.
		Managing Price Rulesets	Added export feature under available actions.
		Deleting a Price Ruleset	Added multiple deletion.
		Deleting a Price Rule Entry	Added multiple deletion.
		Creating Price Rule Entries	Added formula builder for adjustment amount source.
		Creating Price Waterfall Ruleset Entry	Added formula builder for adjustment amount source.
		Asset Features	Updated the parity table to indicate the availability of creating personalized views on Installed Products page.

202407.1.1


Document	Publication Date	Topic	Description
202407.1.1	26 Jul 2024	Creating an Attribute	Added List Views for Picklist and Multi Picklist.
		Managing the Attributes and Attribute Groups	Added Attribute Views and Attribute Group Views.
		Managing Product Attribute Rules	Added Product Attribute Rule Views.
		Managing the Options Groups	Added Product Option Groups Views.
		Asset Settings	Added Asset Restore Settings under General settings.
		Asset Settings	Added Renewal fields for Asset in Global settings.
		Managing the Views	New topic.

202406.2.0


Document	Publication Date	Topic	Description
202406.2.0	08 Jul 2024	Creating a Constraint Rule	Multi-Select Picklist for "Match In" in Constraint Rule Creation.
		Associating Categories with a Price List	Associated Category Sequence in Pricelist.
		Configuring a Constraint Rule Using the Advanced Rule Setup	Removed RelatedLines value from Match In field.
		Creating a Price Dimension	Added Custom Context Type for Price Dimension.
		Cloning a Price Dimension	Added Custom Context Type for Price Dimension.
		Associating Price Lists with a Product	Added "Price List Item column" in the Product Association page.
		Creating Price Waterfall Charts	Added User Role Criteria for Waterfall Chart.

202406.1.0


Document	Topic	Description
202406.1.0	Configuring a Constraint Rule Using the Advanced Rule Setup	Added Match In Assets for Inclusion and Exclusion Action Types.
	Associating Products with an Option Group	Added mass export action feature.
	Exporting Promotions	New feature.
	Deleting a Promotion	Added mass delete action feature.
	Config Settings	Added Horizontal Attribute Group View configuration.
	Configuring the Price Lists	Added clone feature.
	Managing Price Lists	Mentioned about clone action.
	Creating Price Waterfall Charts	Removed Is Editable field.
		Added info icon information which provides details of the associated entity..
	Associating Feature Sets with a Product	Removed info icon information which provided details of the associated feature set.
	Associating Option Groups with a Product	Removed info icon information which provided details of the associated option group.
	Associating Attribute Groups with a Product	Removed info icon information which provided details of the associated attribute group.
	Configuring the Products	Edited the Add New Product pop-up to New Product.
	Associating Option groups with a Product	Added remove associated option group with product feature.
	Associting Features Sets with a Product	Added the resequencing feature for Associated feature sets.

202405.2.0


Document	Topic	Description
202405.2.0	Managing Deal Guidance	Added Navigating Deal Guidance Rule.
	Creating Guidance rules	New feature.
	Deleting a dimension	Added creating dimension section.
	configuring the products	Updated with uploading picture for a product.
	creating price waterfall charts	Updated with clone function.

202405.1.0


Document	Topic	Description
202405.1.0	Defining coupons	Added price dimension field to defining coupons for a promotion.
	Associating Products with Categories	New Feature
	Asset Settings	Added the values for Asset application settings.
	Creating the Option Groups	"Where used" option for Option Groups
	Configuring Product Groups	"Where used" option for Product groups

202404.2.0


Document	Topic	Description
202404.2.0	Adding Details to a Price List Item	Updated Price List Item with Related Price List Item.
	Creating an Attribute Value Matrix	Added Scope and Matrix details for Attribute Value Matrix.
	Managing Views	Added the Asset Views for Asset Page.
	Configuring Action Settings	Added the Price Waterfall Page configuration.
	Creating a Color Band	Updated the fields as mandatory.

202404.1.0


Document	Topic	Description
202404.1.0	Asset Pricing Criteria	New Feature
	Adding Details to a Price List Item	Updated the List price field.
	Configuring the Price Lists	Removed the Cost Model field.
	Creating the Price Waterfall	Updated Manage Price Points topic to enable the checkbox element against the row when the row is disabled.
	Cart Settings	Updated topic to remove Disable Cart Activity History and Disable Cart Asycn Notification settings as they are not supported in the Conga Platform flow.
	Pricing Settings	Updated topic to remove Enable Keyed Matrix Pricing setting as it is not supported in the Conga Platform flow.

202403.3.0


Document	Publication Date	Topic	Description
202403.3.0	17 Apr 2024	Managing Price List Items	Added a note about how the products with multiple charge types are sequenced and displayed on the catalog page.
		Managing the Promotions	Re-structured topic for a better documentation flow.
		Defining Limits of a Promotion	Updated topic with new UI and procedure.
		Defining Coupons of a Promotion	New Topic.

202403.2.0


Document	Publication Date	Topic	Description
202403.2.0	03 Apr 2024	Creating Price Waterfall Ruleset Entry	New Feature
		Managing the Price Waterfall	Updated topic to add view option.
		Cart Features	Updated parity table to indicate the availability of the following features. Cart Size Upto 5000 Line Items Upto 10000 Line Items

202403.1.0


Document	Publication Date	Topic	Description
202403.1.0	20 Mar 2024	Creating Price Waterfall Rulesets	New Feature
		Defining Benefits of a Promotion	New Feature
		Cart Features	Updated parity table to indicate the availability of the following features. Locale Support CPQ Data Translation (API)
		Creating the Option Groups	Updated topic to add a new section creating sub-option groups.
		Config Features	Updated parity table to indicate the availability of the following features. Replacement Constraint Rule Product Field Set Product Option Group

202402.2.1


Document	Publication Date	Topic	Description
202402.2.1	06 Mar 2024	Managing Price Waterfall Rulesets	Added the deletion feature.
		Creating the Price Waterfall	Added a note.
		Configuring Column Settings	Added a note
		Creating Price Waterfall Ruleset	Creating and adding conditions to the price waterfall ruleset.
		Creating the Price Waterfall	Delete waterfall charts.
		Managing the Option Groups	Clone Option Groups.

202402.1.0


Document	Publication Date	Topic	Description
202402.1.0	23 Feb 2024	Managing the Promotions	Added the summary screen for promotions.
		Creating the Price Waterfall Charts	Added the price point management for waterfall creation.
		Associating Option Groups	Added a note for sequencing option groups.
		Managing Price Waterfall Rulesets	New Topic.
		Cart Features	Updated Revalidation feature parameters.
		Pricing Features	Updated Price Waterfall feature parameters. Added Reprice Quotes, Deal Maximizer, and Data Sync Features.

February' 24


Document	Publication Date	Topic	Description
February' 24	06 Feb 2024	Associating an Attribute to the Attribute Group	Added a note about the reordering attribute.
		Configuring a Constraint Rule Using the Advanced Rule Setup	Added a note for condition criteria in Action Criteria field.
		Cart Features	Updated parity table to indicate the availability of the following feature. Validation Callback Class
		Customizing CPQ on Conga Platform using Callback Classes	New Topic.
		Validation Callback Class on Conga Platform	New Topic.
		Recommendation Callback Class	New Topic.
		Option Filter Callback Class on Conga Platform	New Topic.

January' 24


Document	Publication Date	Topic	Description
January' 24	04 Jan 2024		New Feature
			Added Use Enhanced CSS for Override Settings at Flow Level.
		Configuring Column Settings	Added Cart Line Item as Display Type for Cart Page.
		Configuring Action Settings	Added the Asset page in the Action Settings.
		Configuring Column Settings	Added Asset Page column settings.
		Pricing Settings	Removed Multi Currency Management from the Advance Pricing section.
		Managing the Promotions	New Feature.

December '23


Document	Publication Date	Topic	Description
December '23	29 Nov 2023	Configuring Price Matrices	Added a pop-up which shows dimension info when hovered upon dimension name.
		Configuring Column Settings	Removed Display Type column.
		Configuring Action Settings	Removed Display Type column.
		Pricing Settings	Removed Defer Pricing and External Pricing from Global Pricing.
		Pricing Settings	Removed Custom Deal Guidance Page from Advanced Pricing.
		Config Settings	Removed Constraint Rules section.
		General Settings	Removed Run Finalization Task in Async Mode field form Finalization and Approvals table.
		Creating a Promotion	New Feature
	21 Nov 2023	Adding Miscellaneous Settings to A Price List Item	Added a note for sorting according to Period Number.
		Creating Price Rulesets	Added a note for info icon for Enable Date Range field.
		Overriding Global Settings at a Flow Level	Added new fields for the override settings table.
		Cloning A Price Dimension	New Feature
		Configuring the Installed Product Page	New Feature

November '23


Document	Publication Date	Topic	Description
November '23	02 Nov 2023	Config User Preferences	Added a new field Pin Option Group by Default
	01 Nov 2023	Config Settings	Updated topic to add new setting Collapse All Leaf Option Groups.
		Creating the Option Groups	Updated topic to add a new setting Expanded by Default and Attaching an Image features.
		Configuring the Products	Updated topic to add details about creating a new product using the clone feature.
		Cart Settings	Updated topic to add details about Column Render Threshold option.
		Managing the Constraint Rules	New topic.
		Managing Product Attribute Rules	Updated topic to add details about UI enhancements.

October '23


Document	Publication Date	Topic	Description
October '23	26 Oct 2023	Configuring Price Matrices	Searching/Sorting a Matrix in the PLI.
		Creating a Price Rule	Searching/Sorting/Filter feature added to Price Rules.
		Associating Price Lists with a Product	Added an info for charge type button.
		Promotions	New Feature
	04 Oct 2023	Cart Features	Updated parity table to indicate the availability of the following features. Callbacks Validation Callback (Cart UI and API)
	04 Oct 2023	Associating Feature Sets with a Product	New Topic

September '23


Document	Topic	Description
September '23	Creating a Color Band	New Feature
September '23	Creating a Price List Item	Added a note to mention a requirement under To Create a Price List Item.
September '23	Pricing Features	Updated parity table to indicate the availability of the following features. Multi-Currency Use of Multi-Currencies (Cart UI) Custom and Formula Fields Formula Fields (Admin UI)

August '23


Document	Topic	Description
August '23	Managing the Rollup	New Feature
	Cart Features	Updated parity table to indicate the availability of the following features. Locale Metadata Translation (UI) Cart Revalidation Pricing Changes Product Changes
	Catalog Features	Updated parity table to indicate the availability of the following features. Visibility Rules (UI)
	Pricing Features	Updated parity table to indicate the availability of the following features. Buy X Get X (API) Buy X Get Y (API) For Every X, Get X (API) For Every X, Get Y (API) Line Item Promotions (API) Summary Group Promotions (API) Scope (API) Criteria (API) Benefits (API) (API) Limits (API) Coupons (API) Sales Promotions (API) Update Promotions/Coupons (API) Delete Promotions/Coupons (API) Apply Promotions (API) Apply Coupons (API) Remove Promotions (API) Remove Coupons (API)
	Managing the Feature Sets	New Feature

July '23


Document	Publication Date	Topic	Description
July '23	05 Jul 2023	Cart Features	Updated parity table to indicate the availability of the following features. Finalize Cart Sync Finalize (UI) Revalidate Cart Revalidate Cart for Product Changes (API) Revalidate Cart for Pricing Changes (API)
		Catalog Features	Updated parity table to indicate the availability of the following features. Actions Compare Products (UI)
		Config Features	Updated parity table to indicate the availability of the following features. Inclusion Constraint Rule Option Group Scope Exclusion Constraint Rule Option Group Scope Option Configuration Is Hidden (UI) Is Picklist (UI) Attribute Value Matrices Product Scope (UI)
		Pricing Features	Updated parity table to indicate the availability of the following features. Usage Price Tiers Adding New Price Tier (UI) Modify Existing Price Tier (UI) View-Only Others Locale
		Lookup Fields	New topic.
		Creating a Lookup Field	New topic.
		Configuring Action Settings	Updated the topic with the availability of the Add New button.
		Configuring Column Settings	Updated the topic with the availability of the Add New button.
		Associating Attribute Rules with a Product	New topic.
		Creating a Constraint Rule	Added information about creating a specific type of rule directly from the drop-down arrow next to the Create New button.
		Configuring a Constraint Rule Using the Advanced Rule Setup	Added information about removing criteria.
		Managing Field Expressions	New topic.
		Creating a Field Expression	New topic.
		Adding Charge Type Criteria to a Product	Added information about selecting custom fields.
		Configuring Price Matrices	Added information about the Dimensions section.
		Configuring Price Matrix Entries	Added information about selecting custom fields.
		Creating a Price Dimension	Added information about selecting custom and formula fields.
		Creating a Price Ruleset	Added information about updating a price ruleset with Condition & Charge Type Criteria.
		Creating Price Rule Entries	Added information about selecting custom fields.
		Managing Deal Guidance	New topic.
		Creating a Dimension Set	New topic.
		Deleting a Dimension	New topic.

June '23


Document	Publication Date	Topic	Description
June '23	06 Oct 2023	Assigning the Configuration to the Collaborator or Queue	Added a note for the attachment field in the Quote Collaboration table.
	07 Jun 2023	Catalog Settings	Removed the settings that are not supported.
		Config Settings	Removed the settings that are not supported.
		Cart Settings	Removed the settings that are not supported.
		Pricing Settings	Removed the settings that are not supported.
		Favorite Settings	Removed the settings that are not supported.
		General Settings	Removed the settings that are not supported.
		Object Summary View Settings	Removed the settings that are not supported.
		Configuring Action Settings	New topic.
		Configuring Column Settings	New topic.
		Managing Cart Views on the Cart Page	New topic.
		Associating Price Lists with a Product	Added information about adding charge type, charge type criteria, and matrices to PLI.
		Managing the Attributes and Attribute Groups	New topic.
		Creating an Attribute	New topic.
		Creating an Attribute Group	New topic.
		Associate an Attribute to an Attribute Group	New topic.
		Managing Product Attribute Rules	New topic.
		Creating a PAR	New topic.
		Managing Attribute Value Matrices	New topic.
		Creating an Attribute Value Matrix	New topic.
		Managing Price List Items	New topic.
		Adding Charge Types to a Product	New topic.
		Adding Charge Type Criteria to a Product	New topic.
		Creating a Price List Item	New topic.
		Adding Default Pricing to a Product	New topic.
		Adding Details to a Price List Item	New topic.
		Adding Miscellaneous Settings to a Price List Item	New topic.
		Configuring Price Matrices	New topic.
		Configuring Price Matrix Entries	New topic.
		Managing Price Dimensions	New topic.
		Creating a Price Dimension	New topic.
		Managing Price Rulesets	New topic.
		Creating a Price Rule	New topic.
		Creating a Price Ruleset	New topic.
		Creating Price Rule Entries	New topic.
		Cart Features	Updated parity table for View cart read-only, Update Existing View, Delete Cart View, useAdvancedApproval, Mass update, and View summary group totalling. Updated parity table to indicate the availability of the following features. Summary Group Category Product Ad-hoc Mass update View cart read-only, Update Existing View, Delete Cart View, useAdvancedApproval, Mass update, and View summary group totalling Approvals Cart level approvals Line level approvals
		Catalog Features	Updated parity table to indicate the availability of the following features. Add Favorites Location Deep Clone
		Config Features	Updated parity table to indicate the availability of the following features. Recommendation Constraint Rules Product Scope Product Group Scope Product Family Scope Exclusion Constraint rule Is Bundle Context Inclusion Constraint Rule Bundle Context Validation Constraint Rule Criteria Field Set Product Attribute Rules for Product group and product family: Hidden Required Reset

April '23


Document	Publication Date	Topic	Description
April '23	05 Apr 2023	Cart APIs	Added documentation for the following APIs: `GET /api/cart/v1/carts/{cartId}/status` `POST/api/cart/v1/favorites` `GET/api/cart/v1/favorites/{Id}` `POST/api/cart/v1/favorites/{Id}/publish` `DELETE/api/cart/v1/favorites/{Id}` `POST/api/cart/v1/favorites` Updated documentation for the following APIs: `POST/carts/{cartId}/items` `PATCH/carts/{cartId}/items` `POST/quotes/{quoteId}/carts/activate` `POST/carts/{cartId}/quote`
April '23	05 Apr 2023	Catalog APIs	Added documentation for the following API: `GET/favorites`
		Cart Features	Updated Supported features table with the following newly supported features. Filter Cart Lines Cart Basic Search Cart Advanced Search Cart Actions Copy Cart Lines Cart View Create New View Update Existing View Delete Cart View
		Config Features	Updated Supported features table with the following newly supported feature Validation Constraint Rules Product Scope
		Catalog Features	Updated Supported features table with the following newly supported features. Favorites Display Favorites Search Favorites Publish Favorites
		Deal Maximizer Setup APIs	Added documentation for the following APIs: `DELETE/dimension-sets/{dimensionSetId}/dimensions` `GET/dimension-sets/{dimensionSetId}/dimensions` `GET/rules/{ruleId}/entries` `DELETE/rules/{ruleId}/entries` `DELETE/rules` `PATCH/rules/{ruleId}/entries` `GET/rules` `DELETE/rules` `PATCH/rules` Updated documentation for the following APIs: `POST/rules`
		Creating Constraint Rules for a Product	Added the "Navigating the Constraint Rules Page" section.
		Associating Categories with a Product	New topic.
		Managing the Product Groups	Added information about editing the layout.
		Creating Constraint Rules for a Product Group	Added the "Navigating the Constraint Rules Tab" section.
		Managing the Constraint Rules	Added information about editing the layout.
		Managing the Categories	New topic.
		Managing the Option Groups	New topic.
		Associating Products with an Option Group	New topic.
		Creating the Option Groups	New topic.
		Managing Price Lists	Updated the "Navigating the Price Lists Page" section.
		Associating Categories with a Price List	New topic.
		Creating a Price List Item	New topic.

March '23


Document	Publication Date	Topic	Description
March '23	01 Mar 2023	Revenue Admin User Interface	New topic
		Configuring Application Settings	New topic
		Configuring Global Settings	New topic
		Catalog Settings	New topic
		Config Settings	New topic
		Cart Settings	New topic
		Pricing Settings	New topic
		Favorite Settings	New topic
		General Settings	New topic
		Object Summary View Settings	New topic
		Configuring Flow Settings to Override Global Settings	New topic
		Configuring the Flows	New topic
		Overriding Global Settings at a Flow Level	New topic
		Product Administration	New topic
		Managing the Products	New topic
		Configuring the Products	New topic
		Associating Price Lists with a Product	New topic
		Creating Constraint Rules for a Product	New topic
		Associating Categories with a Product	New topic
		Associating Product Groups with a Product	New topic
		Associating Attribute Groups with a Product	New topic
		Associating Option Groups with a Product	New topic
		Managing the Product Groups	New topic
		Configuring Product Groups	New topic
		Associating Products with a Product Group	New topic
		Creating Constraint Rules for a Product Group	New topic
		Pricing Administration	New topic
		Managing Price Lists	New topic
		Configuring the Price Lists	New topic
		Cart APIs	Added documentation for the following APIs: `POST/quotes/{quoteId}/carts/activate` `POST/carts/{cartId}/items/clone` Updated documentation for the following APIs: `POST/carts/{cartId}/finalize`
		Catalog APIs	Updated documentation for the following APIs: `POST/search` `GET/categories/{categoryId}` `GET/categories`
		Catalog Setup APIs	Added documentation for the following APIs: `POST/products/{parentID}product-group-members` `DELETE/products/{parentID}product-group-members` `GET/products/{id}/product-groups` `GET/categories/{categoryId}/products` `GET/categories/{categoryId}/price-lists` `POST/ products/{productId}/product-categories` `DELETE/products/{productId}/product-categories`
		Deal Setup APIs	Added documentation for the following APIs: `POST/colorbands` `PATCH/colorbands` `POST/rules/{ruleId}/entries` `POST/rules` `POST/rules` `GET/dimension-sets` `GET/dimensions` `DELETE/dimensions` `PATCH/dimensions` `DELETE/dimension-sets` `PATCH/dimension-sets` `POST/dimension-sets` `POST/dimension-sets/{dimensionSetId}/dimensions`

February '23


Document	Publication Date	Topic	Description
February '23	08 Feb 2023	Cart APIs	Added documentation for the following APIs: `POST/carts/{cartId}/finalize` Updated documentation for the following APIs: `POST/carts/{cartId}/items` `PATCH/carts/{cartId}/items` `DELETE/carts` `DELETE/carts/{cartId}` `POST/carts/{cartId}/order` `POST/carts`
		Catalog APIs	Added documentation for the following APIs: `POST/Search/typeahead` Updated documentation for the following API: `POST/search` `GET/categories/{categoryId}/products` `GET/products`
		Pricing Setup APIs	Updated documentation for the following API: `POST/price-lists` `POST/matrices` `POST/price-lists/{priceListId}/price-list-items`
		Deal Setup APIs	New topic
		Integrating CPQ with the Conga Platform	New topic
		Use Case: User Authentication to Conga Platform	New topic
		Use Case: Getting the Application Context	New topic
		Use case: Browsing the Catalog	New topic
		Supported Features in CPQ	New topic
		Cart Features	New topic
		Catalog Features	New topic
		Config Features	New topic
		Pricing Features	New topic

January '23


Document	Publication Date	Topic	Description
January '23	04 Jan 2023	Cart APIs	Added documentation for the following APIs: `POST/carts/{cartId}/quote` `GET/quotes/{quoteId}/carts/active` `POST/carts/{cartId}/clone` Updated documentation for the following APIs: `GET/carts/{cartId}/items` `POST/carts/{cartId}/items` `POST/carts/{cartId}/order`
		Catalog APIs	Updated documentation for the following API: `POST/search`
		Catalog Setup APIs	Added documentation for the following APIs: `GET/visibility-rule/{visibilityRuleId}` `GET/visibility-rule` `DELETE/visibility-rule/{visibilityRuleId}`
		Pricing Setup APIs	Updated documentation for the following APIs: `POST/price-lists/{priceListId}/prices`
		Settings APIs	Added documentation for the following APIs: `PUT/flows/{flowName}/settings/{settingName}/{childSettingName}` `GET/flows/{flowName}/settings/{settingName}/{childSettingName}` `PUT/flows/{flowName}/actions` Updated documentation for the following APIs: `POST/flows`
		Use Case: Building Quotes	New topic
		Use cases: Working with Order APIs	New topic
		Use Case: Updating an Order	New topic

December '22


Document	Publication Date	Topic	Description
December '22	07 Dec 2022	Cart APIs	Added documentation for the following APIs: `POST/carts/{cartId}/order` `POST/carts/{cartId}/price` Updated documentation for the following APIs: `POST/carts/{cartId}/items` `PATCH/ carts/{cartId}/items` `DELETE/carts/{cartId}/items`
		Catalog APIs	Added documentation for the following API: `POST/search`
		Catalog Setup APIs	Added documentation for the following APIs: `DELETE/attributes` `DELETE/attributes/{attributeId}` `POST/constraint-rules/{ruleId}/conditions` `POST/attribute-matrices` `POST/attribute-groups` `PATCH/attribute-matrices` `GET/attribute-rules` `GET/attribute-matrices` `DELETE/attribute-matrices` `POST/attribute-matrices` `PATCH/visibility-rule` `POST/visibility-rule` Updated documentation for the following APIs: `POST/constraint-rules/{ruleId}/conditions` `PATCH/constraint-rules/{ruleId}/conditions` `POST/constraint-rules/{ruleId}/actions` `PATCH/constraint-rules/{ruleId}/actions`
		Pricing Setup APIs	Added documentation for the following APIs: `DELETE/rules/{ruleId}/rule-entries` `GET/matrices` `GET/matrices/{matrixId}/matrix-entries` `GET/price-dimensions` Updated documentation for the following APIs: `POST/price-dimensions` `POST/price-lists` `POST/price-lists/{priceListId}/prices` `POST/rule-sets` `POST/rule-sets/{ruleSetId}/rules` `POST/rules/{ruleId}/rule-entries` `DELETE/rules/{ruleId}/rule-entries`
		Settings APIs	New topic
		Use Case: Interacting with the Cart	New topic
		Use Case: Retrieving Product Details	New topic

October '22


Document	Publication Date	Topic	Description
October '22	07 Oct 2022	Cart APIs	New topic.
		Catalog APIs	Added documentation for attributes in the `GET/products/{productId}` API.
		Catalog Setup APIs	Added documentation for the following APIs: `POST/attribute-rules` `POST/attribute-rules/{attributeRuleId}/actions` `PATCH/attribute-rules` `PATCH/attribute-rules/{attributeRuleId}/actions` `DELETE/attribute-rules` `PATCH/attribute-groups` `POST/attribute-groups` `DELETE/attribute-groups` `POST/products/{productId}/attribute-groups` `DELETE/products/{productId}/attribute-groups` `POST/product-option-group/{productOptionGroupId}/products` `DELETE/product-optiongroup{productOptionGroupId}/products`
		Pricing Setup APIs	Updated the description of the `POST/api/admin/v1/matrices` API. Added documentation for the following APIs: `DELETE/matrices` `GET/rule-sets` `POST/api/admin/v1/rule-sets` `PATCH/api/admin/v1/rule-sets` `DELETE/rule-sets` `GET/rule-sets/{ruleSetId}/rules` `POST/api/admin/v1/rule-sets/{ruleSetId}/rules` `PATCH/api/admin/v1/rule-sets/{ruleSetId}/rules` `DELETE/rule-sets/{ruleSetId}/rules` `POST/matrices/{matrixId}/matrix-entries` `PATCH/matrices/{matrixId}/matrix-entries` `DELETE/matrices/{matrixId}/matrix-entries` `POST/price-dimensions` `PATCH/price-dimensions` `DELETE/price-dimensions` `GET/rules/{ruleId}/rule-entries` `POST/rules/{ruleId}/rule-entries` `PATCH/rules/{ruleId}/rule-entries`
		Order APIs	New topic

September '22


Document	Publication Date	Topic	Description
September '22	26 Sep 2022	Order APIs	Removed the topic.
September '22	07 Sep 2022	All topics	New guide

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