What's New in CPQ Documentation

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

202608.3.0


Document	Publication Date	Topic	Description
202608.3.0	8 Sep 2026	Creating an Attribute	Updated topic to mention support of 5000 characters in text area type attributes
		Pricing a Product on the Shopping Cart	Updated topic to add details about Reprice Primary Action in Summary View.
		Conga Integration Wizard for Salesforce & Platform Integration	New topic.
		Importing Cart Lines from Worksheet	Updated topic to add details about Context-Aware Import and Export Templates.
		Viewing Asset Details and Related Lists on Modern UI	Updated topic for minor UI changes and Asset Attribute tab name change.
		Share Quote with Buyer and Partner	Updated topic to add details about 'Access with Login' authentication type.

202608.2.0


Document	Publication Date	Topic	Description
202608.2.0	25 Aug 2026	Share Quote with Buyer and Partner	Updated topic to modify authentication type and access level fields.
		Comparing Quotes and Quotes Comparison Overview	New topics
		Viewing Favorites on Modern UI	New topic
		Templates for Importing and Exporting Cart Lines	New topic
		Cart Views	New topic
		Importing Cart Lines from Worksheet	Updated topic to add details about updating existing cart line items during import.
		Associate Service Products to Products in Cart	Updated topic to add details about eligible service bundle configuration.

202608.1.0


Document	Publication Date	Topic	Description
202608.1.0	10 August 2026	Display Action Callback Class	Updated topic to include details about enhancements for the cart redirection scenario.
		Creating a Constraint Rule Condition	Updated the topics to include Attribute based Exclusion CR details.
		Creating a Constraint Rule Action
		Overview of the Cart Page	Updated topic to include details about enhancements to the action bar.
		Working with the Service Catalog	Updated topic to include details about viewing eligible service products in the catalog.
		Understanding CloneSpec	New Topic.
		Viewing Quote Details	Updated topic to add information about visibility control of sidebar options
		Auto Renewal of Assets	Updated topic to add information about visibility control of options in the left pane

202607.2.0


Document	Publication Date	Topic	Description
202607.2.0	28 July 2026	Asset Callback Class	Updated topic to add information about feature flag.
		Asset Renewal Callback Class	Updated topic to add information about feature flag.
		Manage Roles and Permission Groups	Updated topic to add information about debugging users and configurator roles.
		Creating an Attribute	Updated topic to add information about new Length field and uploading image for picklist or multipicklist values.
		Cart in Grid View	Updated topic to add information about Annual Contract Value metric.
		SPOM-Based Pricing Guidance in Deal Guidance	New topic.

202607.1.0


Document	Publication Date	Topic	Description
202607.1.0	14 July 2026	Asset Change Operation	Update topic to add information about visibility of Increment and Merge option.
		Creating a Product	Update topic to add information about 'New Standard Page Layout'.
		Configuring Quote Settings	New topic.
		Asset Renewal	Update topic to add information about customizing the Renewal Email Template.
		Assigning the Collaboration Request	Updated topic to add details about Improved Search Filtering for Collaboration Request Assignment
		Managing Ad-Hoc Groups in the Cart	Updated topic to add Cart UI Ad-Hoc Grouping Updates.
		Adding Details to a Price List Item	Updated topics to add the related pricing for assets related information.
		Configuring Pricing Settings

202606.2.0


Document	Publication Date	Topic	Description
202606.2.0	29 Jun 2026	Creating an Attribute	Updated topic to add details about image association with attribute
		Manually Syncing Quotes with Opportunities	New topic
		Adding Constraint Rule Details	Updated topic to add information about new toggle fields: Apply at Point of Sale Apply Post Sale
		Updating a Contract	Updated topic to add information about selecting specific cart lines instead of all.
		Viewing Quote Details	Updated topic to add information about ACV updates on quote.
		Editing a Flow	Updated topic to add information about editable values in 'Related Line Item Fields for Service CPQ' field.
		Creating Views	Updated topic to add details about default cart view with improved naming and ordering.
		Configure Constraint Rule Using Advanced Rule Setup	Updated topic to mention Constraint Rule Support for Service and Equipment Products.
		Associating a Price Program	Updated topic to add Price Programs Listing Support for Indirectly Associated Price Programs and contract link icon.

202606.1.0


Document	Publication Date	Topic	Description
202606.1.0	15 Jun 2026	Process flow	Updated topic to add details about Mass update support for line items with open collaboration requests.
		Configuring Cart Settings	Updated topic to add details about Cart Versioning in CPQ UI.
		Defining Benefits for a Price Program	Updated topics to add "dropdown" list for rate columns.
		Defining Benefits for a Rebate	Updated topics to add "dropdown" list for rate columns.
		Viewing Asset Details and Related Lists on Modern UI	Updated topic to add details about Asset Attributes tab.

202605.2.0


Document	Publication Date	Topic	Description
202605.2.0	2 Jun 2026	Defining Benefits for a Price Program	Updated topics to add Clone row feature for rate tables in benefits.
		Defining Benefits for a Rebate
		Managing Assets on Modern UI	Updated topic to add about checkboxes for secondary line items.
		Asset Change Operation	Updated topic to add about Mass Price Ramps feature.
		Asset Renewal	Updated topic to add about Mass Price Ramps feature.
		Configuring Cart Page Settings	Updated topic to add details about custom save action redirections.
		Associate Service Products to Products in Cart	Updated topic to add details about adding and removing production action button.
		Quote Lifecycle Collaboration	Updated topic to add details of updating line items in large bundles.
		Viewing the Activity History of a Quote	New topic
		Skip Asset Creation for Price List Items	New topic

202605.1.0


Document	Publication Date	Topic	Description
202605.1.0	18 May 2026	Creating a Contract	Updated topic to add information about contract with no cart line items.
		Configuring Overriding Settings	Field labels are modified.
		Configuring Tax Billing and Invoicing	Updated topic to add information about tax code field.
		Updating a Contract Creating a Contract	Updated topic to add information about EnableQuoteToContractCopyCart feature setting.
		Manage Group by View for Installed Products Page	Updated topic to add information about asset view with group.
		Reports and Dashboards	Updated topic to add information about two new reports.
		Sharing a Quote with a Partner Sharing a Quote with a Buyer	Updated prerequisites section.
		Creating a Quote	Updated the topic to add information about new fields related to users.
		Associate Service Products to Products in Cart	Updated topic to add details about associating one or more service products with selected items directly in your cart.
		Working with the Service Catalog	Updated topic to add details about Typeahead search functionality.
		Merging Configurations in the Parent Cart	Updated topic to add details about submit, update, cancel, and merge changes of multi-tier collaboration.
		Creating/Viewing a Price Program	New topics.
		Managing Assets on Modern UI
		Viewing Asset Details and Related Lists on Modern UI
		Sharing a Quote with Other Users or User Groups
		Revoking Access on a Quote

202604.2.0


Document	Publication Date	Topic	Description
202604.2.0	4 May 2026	Configuring Overriding Settings	Updated the topic to add information about new fields.
		Manage Tax Codes	New topics
		Marking Quotes as Primary	New topic
		Creating Mass Price Ramp	Updated the topic to add information about ABO support.
		Working with the Service Catalog	Updated topic to add details about adding eligibility rules.
		Associate Service Products to Products in Cart	Updated topic to add details about associating eligible products to existing service products.
		Configuring Cart Settings	Updated topic to add details about cart versioning settings.
		Creating a Constraint Rule Action	Updated the topic to include information about replacement rule type support for related line items across all scope types.

202604.1.0


Document	Publication Date	Topic	Description
202604.1.0	21 April 2026	Creating Guidance Rules	Updated topic to add information about summary-level deal guidance rules and custom measures.
		Cart in Grid View	Updated topic to add information about new feature setting.
		Creating a Dimension Creating a Dimension Set	Updated the topics to add information about summary-level deal guidance rules.
		Creating On Demand Renewal Quote	Updated topic to add information about renewal of ramp lines.
		Commenting on a Quote	Updated topic to add information about comment visibility for different users
		Asset Renewal	Updated topic to add information about support for applying additional charge types
		Creating a Constraint Rule Condition	Updated topics to include Validation and Exclusion Type Rules Support for Related Line Items Across All Scope Types.
		Creating a Constraint Rule Action

202603.2.0


Document	Publication Date	Topic	Description
202603.2.0	6 April 2026	Creating a Contract	Updated information about cart line items.
		Updating a Contract	New topic
		Viewing Quote Details	Updated information about navigation to asset related details page.
		Viewing Asset Related Details	Updated information about Asset Transaction History chart.
		Viewing Asset Details for an Account	New topic
		Configuring General Settings	Updated topic to add details of Keep abandon carts setting.
		Working with the Service Cart	New topic.
		Overview of the Cart Page	Updated topic to add details of mass update dropdown search and window resizing enhancement.
		Configuring Catalog Settings	Updated topic to add details of previewing favorite information on the Catalog page details.

202603.1.0


Document	Publication Date	Topic	Description
202603.1.0	20 March 2026	Terminating an Asset	Update topic to add information about terminating usage product.
		Configuring Assets Settings	Some options for 'Show Assets' and 'Submenu Action' fields are removed, and the 'Enable Price Rules for Assets' field is removed.
		Share Quote with Buyer and Partner	Updated information about storefront selection.
		Configuring Cart Page Settings and Configuring Catalog Page Settings	Updated topic to add information about new column settings for Service CPQ.
		Configure Global Settings	Updated topic to add information about new global search feature.
		Asset Pricing Criteria	Updated topic to add information about Criteria Attributes column.
		Configure Constraint Rule Using Advanced Rule Setup	Updated topics to add/update note for Service Eligibility Inclusion Rules.
		Creating a Constraint Rule Condition
		Creating a Constraint Rule Action
		Creating a Price Dimension	Updated topic to add information for context type i.e. Related Line Item and Asset Line Item.
		Creating a Constraint Rule Condition	Updated topics to add the following information in notes: Exclusion Rule for Related Line Items with Product Group Scope Inclusion Rules for Related Line Items with Product Family Scope
		Creating a Constraint Rule Action
		Manage Price Programs	Updated topics to add a revised app navigation.
		Manage Rebate Programs	Updated topics to add a revised app navigation.

202602.2.0


Document	Publication Date	Topic	Description
202602.2.0	16 March 2026	Configuring General Settings	Updated topic to include new field, Auto Sync With Opportunity.
		Creating a Group by View of Assets	Updated topic to add information about new sorting behaviour.
		GRR and NRR	New topic on GRR and NRR Calculation on Asset Line Items.
		Approving a Cart	New topic
		Relationship Between Equipment Assets and Services	New topic
		Assigning the Collaboration Request	Updated topic to add multi-tier collaboration request type details.
		Creating a Constraint Rule Condition	Updated topic to add a note for Product Group scope.
		Creating a Constraint Rule Action	Updated topic to add a note for Auto Inclue action intent.
		Overview of the Cart Page	Updated topic to add Cart Timeout Error Handling details.
		Configuring Usage Price Tier	Updated topic to add a note for From and To.

202602.1.0


Document	Publication Date	Topic	Description
202602.1.0	23 February 2026	Annual Contract Value	Updated topic to include support for products with charge types.
		Editing a Flow	Updated topic to include new fields: Collab Create Fields and Collab Merge Fields
		Configuring Pricing Settings	Updated topic to include new fields: Disable Price Type Based Total and Service Price Distribution Method
		Configuring Assets Settings	Updated topic to include new field: Max Renewal LineItem Per Cart
		Sending a Quote for Review	Updated topic to include information about user and contact date in To, CC, and BCC fields.
		Configuring Cart Settings	Updated topic to include new field: Enable Cart Versioning.
		Configuring Price Matrices	Updated topic to include new field: Enable Usage Indexing
		Usage	Updated topic to add a note for "From" value.
		Configuring Usage Price Tier	New topic.
		Services	New topic.
		Associate Service Products to Products in Cart	New topic.

202601.3.0


Document	Publication Date	Topic	Description
202601.3.0	9 February 2026	Creating a Visibility Rule	Updated the topic to add information about the new modal.
		Asset Renewal	Updated topic to add information about the renewal fields update on one-time asset line items.
		Viewing Field Change History Details for Price Lists	New topic
		Annual Recurring Revenue	Updated topic to add information about Annual Contract Value and Monthly Recurring Revenue metrics.

202601.2.0


Document	Publication Date	Topic	Description
202601.2.0	26 January 2026	Sending Documents for eSignature	Updated topic for signer and permitted document type information.
		Creating a Contract	Updated topics for enhancements in contract process.
		Configuring Assets Settings	Updated topic to add default values for some fields.
		Creating a Price Dimension .	Updated topic to add expression related information for custom field.
		Creating a Constraint Rule	Updated topics to add Service Eligibility Rules as Rule Type.
		Adding Constraint Rule Details
		Creating a Constraint Rule Action	Updated topic to add Field Update and Filter Expression related information in the Scope.
		Overview of the Cart Page	Updated topic to add the following features and enhancements. Saving line item sort settings in cart views Importing line items. Reordering Primary Lines within Cart Groups Associating Eligible Service Products to Products
		Searching Product or Category	Updated topic to add details for Catalog Product Tile View feature.
		Integration Hub Overview	Updated topic with Workato settings.
		Power Automate Flow	New topic.

202601.1.0


Document	Publication Date	Topic	Description
202601.1.0	12 January 2026	Import and Export Cart Lines	New topic
		Overview of the Cart Page	Updated topic add details about the Sorting Cart lines feature.
		Configuring Action Settings	Updated topic add details about the Manage groups settings in Display Action Settings.
		Manage Group by View for Installed Products Page	Updated topic to modify the limitations list.
		Automated Contract Price List Generation	New topic
		Sending Documents for eSignature	Updated topic to add information about uploading docs and update quote stage to presented checkbox.
		Defining Scope for a Rebate	Updated topic to add Enable Multiple Condition field information.
		Viewing Quote Details	Updated topic to add Pre-Defined Rebate Program to Quote.

202512.2.0


Document	Publication Date	Topic	Description
202512.2.0	12 January 2026	Adding Products to the Cart	Updated topic to add a new note about visibility rules for categories.
		Editing an Existing Group by View	Updated topic to add information about using advanced search.
		Viewing Field Change History Details for Quotes	New topic.
		Viewing Field Change History Details for Line Items	New topic.
		Cloning a Price Program	New topic.
		Managing Cart Status Messages in Conga Advantage Platform	New topic.
		Applying Advanced Filters on the Cart	Updated topic to add details of AND/OR operators support in advanced filters.
		Validation Callback Class	Updated topic to add relying on Display action settings details.

202512.1.0


Document	Publication Date	Topic	Description
202512.1.0	16 December 2025	Create Price Programs	New topics.
		Editing a Price Program
		Deleting Price Programs
		Product Search in the Catalog	Updated topic to add details about collateral display on product details page on catalog page.
		Uploading Supporting Documents	Updated topic to add details about document type selection picklist.
		Generating Quotes	Updated topic to add details about the naming convention for generated quote documents.
		Viewing the Account Related Details	Updated topic to add about Submit On-Demand Renewal Job button and Asset Renew Group.
		Share Quote with Buyer and Partner	New topic
		Renewal Settings	Updated topic to add details about Product Lead Time

202511.2.0


Document	Publication Date	Topic	Description
202511.2.0	2 December 2025	Overview of the Cart Page	Updated topic to add additional features introduced to alert panel on the cart page. Updated topic to add details about ad-hoc group sequencing.
		Editing the Product Configuration Layout	New topic
		Viewing Field Change History Details for Price Lists Items	New topic
		Viewing Field Change History Details for Products	New topic
		Commenting on a Quote	New topic
		Manage Group by View for Installed Products Page	New topic
		Associating Collateral with a Product	Updated topic to add details about External Facing field.
		Sending a Quote for Review	Updated topic to match the new UI and added some concept information.

202511.1.0


Document	Publication Date	Topic	Description
202511.1.0	17 November 2025	Overview of the Cart Page	Updated topic to add a details about alert panel on the cart page.
		Overview of Installed Products	Updated topic to add details about enhanced filter logic.
		Generating Quotes	Updated topic to add details about the quote stage moving from Approved to Generated.
		Accounts Management	Updated topic to add details about Submit On-Demand Renewal Job button.

202510.2.1


Document	Publication Date	Topic	Description
202510.2.1	11 November 2025	Defining Benefits for a Promotion	Updated topic to add a note related to Zero value support for Adjustment Amount Value.
202510.2.1	11 November 2025	Defining Benefits for a Rebate	Updated topic to add a note related to Zero value support for Adjustment Amount Value.

202510.2.0


Document	Publication Date	Topic	Description
202510.2.0	3 November 2025	Working with cart page	Updated topic to add details about sorting and group by standard, custom, or lookup fields feature.
		Configuring Assets Settings	Updated the topic to add information about new field, 'Group By Fields'.
		Cart Features	Updated topic to remove filter by product name as you can set the filter by any header. For example group by Quantity.
		Managing Incentives	New topic.
		Viewing Asset Related Details	Update topic to add information about Asset Transaction History chart.

202510.1.0


Document	Publication Date	Topic	Description
202510.1.0	3 November 2025	Creating a Product	Updated Topic to add details of a new field Allow Visualization on the product creation page.
		Editing a Flow	Updated topic to add details about Hide Bundle Structure Preview in Catalog feature.
		Incentive Mapping	New Topic.

202509.2.0


Document	Publication Date	Topic	Description
202509.2.0	07 October 2025	Configuring Overriding Settings	Updated the topic to add information about 'Hide Bundle Structure Preview in Catalog' field.
		Configuring Assets Settings	Updated the topic to add information about 'Renew One Ramp With Total Selling Term' field.
		Viewing Asset Related Details	Updated the topic to add information about Asset Transaction History Price Chart.
		Viewing Quote Details	Updated the topic to add information about hyperlink on product name.
		Overview of the Cart Page	Updated topic to add information about new icon for auto-included products.
		General	Updated topic to add "Quote or Agreement" for Show Fetch Rebate Programs setting.
		Viewing Quote Details	Updated topic to add "Rebates" option available in the left panel.

202509.1.0


Document	Publication Date	Topic	Description
202509.1.0	23 September 2025	Editing Storefront Setting	Updated the topic as some fields are moved within the page layout.
		Working with the Collaboration Request	Updated the topic to include additional steps in the procedure.
		Viewing Collaboration Request Details	Update the topic to add Approvals in Related List.
		Viewing the Bundle Map of a Product	New topic
		Associating Option Groups with a Product	Updated topic to add information about grey-out option groups.
		Reports and Dashboards	Updated topic to add "CPQ Pricing Analytics Dashboard Reports".
		Configuring Bundle Products	Updated topic to add a note related to "contextual indicators".
		Configuring Product Attributes	Updated topic to add a note related to indicators.

202508.3.0


Document	Publication Date	Topic	Description
202508.3.0	9 September 2025	Viewing Assets	New topic
		Defining Scope for a Rebate	Updated topic to add a note for Product field.
		Auto Populating Billing Preference	New topic
		Viewing Quote Details	Updated the topic to add information about collaboration request details.
		Viewing Collaboration Request Details	Updated the topic to add information about line items and collaboration request in related list pane.
		Asset Features	Updated the table
		Reports and Dashboards	Updated topic with "CPQ Product Usage Analysis Dashboard"

202508.2.0


Document	Publication Date	Topic	Description
202508.2.0	25 Aug 2025	Config	Updated the topic to include information about Max Inline Option Attributes Settings field.
		Editing Quote Details Page using CX Studio	Updated the topic to include information about creating custom button in the header section.
		Viewing Quotes	Updated the topic to include information about JSON snippet for modifying the Quote flow using object layout metadata.
		Controlling the Display of the Next Steps Buttons	New topic
		Controlling Visibility of Next Steps Buttons	New topic
		Quote Lifecycle Collaboration	New topics on Collaboration Request
		Editing Storefront Setting	Updated topic to include newly introduced "Storefront URL" field.
		Editing Storefront Setting	Updated topic to include a note for Channel Type and Guest User fields.
		Creating a Visibility Rule	Updated topic to include newly introduced "Map To" field.
		Configuring Overriding Settings	Updated topic to include newly introduced "Hide Pricing Until Cart" field.

202508.1.0


Document	Publication Date	Topic	Description
202508.1.0	12 Aug 2025	Viewing Quote Details	Updated the topic to include information about the Installed Products button.
		Installed Products Page	Updated the topic to include information about attribute value.
		View Cart in Read-only Mode	New topic.
		Display Action Callback Class	Updated topic to add a new example custom code.
		Manage Visibility Rules	Updated topic to add details about enhanced filter criteria.
		Lookup Field Settings	Updated topic to add details about supporting for using custom object and filters in lookup field criteria.
		Creating an Attribute	Updated topic: To add details about adding Picklist values. To add details about enhanced attribute naming convention.
		Defining Price Points	Updated topic to add Display Name field and its note.

202507.2.0


Document	Publication Date	Topic	Description
202507.2.0	29 July 2025	Assets	Updated the topic to include information about two new general settings.
		Installed Products Page	Updated the topic to included information about 'OR' condition in Advanced Search filter.
		Creating a Quote	Updated the topic to include information about the Next Steps button.
		Viewing Asset Related Details	Updated the topic to include information about asset transaction history.
		About CPQ	Updated the topic to include information about localization feature.
		Defining Benefits for a Rebate	Updated the topic to include information about the Set Max Quantity checkbox.
		Defining Price Points	Updated the topic to include information about Net After Rebate toggle button.
		Editing Storefront Setting	Updated the topic to add information about Storefront Logo field.

202507.1.0


Document	Publication Date	Topic	Description
202507.1.0	14 July 2025	Renewal Settings	Updated the topic to included information about 'Renew one Ramp with Total Selling Term Setting'.
		Associating a Rebate Program	New topic.
		Building a Category Hierarchy	Updated topic to add details about adding sub-categories from existing.
		General	Updated the topic to include information about 'Enable New Preview and Submit Page in Cart' setting on Cart.
		Viewing Contact Details	Updated the topic to included information about creating a new account and opportunity from contact details page.
		Viewing Opportunity Details	Updated the topic to included information about creating a new order from the opportunity details page.
		Reports and Dashboards	New topic.

202506.2.0


Document	Publication Date	Topic	Description
202506.2.0	03 July 2025	General	Updated the topic to add information about 'Enable Billing' in System Global section and 'Show Fetch Rebate Programs' field in Rebates section.
		Viewing Opportunity Details	Updated the topic to add information about creating Quotes from the Quote tab within an Opportunity.
		Viewing the Account Related Details	Updated the topic to add information about creating an Opportunity from the Opportunities tab and creating Account Location from Locations tab within an Account.
		Creating Account Location	New topic.
		Display Action Callback	Updated topic to add a note about the error handling.
		Creating an Option Group	Updated topic to add Long Description field information.
		Creating Sub Option Group	Updated topic to add Long Description field information.

202506.1.0


Document	Publication Date	Topic	Description
202506.1.0	17 June 2025	Creating a Product Attribute Rule	Updated topics with Support for API and Display Name in Attribute Search.
		Creating a Constraint Rule Condition
		To add a charge type criteria to a product
		Creating an Attribute	Updated topic with help text support field.
		Customizing CPQ for Advantage Platform using Callback Classes	Updated topic to add details about exception handling in Cart Lifecycle Callbacks.
		Configuring Option Groups	Updated topic to add details about using an existing sub-option groups.
		Creating Orders	New topic.
		Creating Price Rule Entries	Updated topic to remove the Validate feature from formula builder.
		Configuring Price Matrix Entries
		Configuring Overriding Settings	Updated topic to add "Hide Default Cart View" setting.

202505.2.0


Document	Publication Date	Topic	Description
202505.2.0	3 June 2025	Assets	Updated topic. Some descriptions are updated and Merge Action Criteria Fields and Hide Co-term field are removed.
		Editing a Flow	Updated topic to add information about 'Apply Adjustment To Current Contract Term' field on Override Settings page.
		Viewing the Account Related Details	New topic.
		Working with the Cart Page	Updated topic to include the details about Support for Multilingual Translation.
		Product Administration	Updated topic to include the details about Support for translation for schema labels.
		Pricing Administration	Updated topic to include the details about Support for translation for schema labels.

202505.1.0


Document	Publication Date	Topic	Description
202505.1.0	19 May 2025	Defining Information for a Rebate	Updated the topic to add information about effective and expiration dates.
		Configuring Global Settings > General topic	Updated the topic to add information about Rebate field settings for Criteria-Field dropdown options and Benefits- Metric Value Source dropdown options.
		Using the Catalog	Updated topic to add information about favorites.
		Working with Opportunities	New topic.
		Adding Sub Option Group from Existing	New topic.

202504.2.0


Document	Publication Date	Topic	Description
202504.2.0	12 May 2025	Creating Quick Quotes	New topic.
		Defining Scope for a Rebate	Updated the topic to add support for selecting multiple products or "All Products" with a searchable dropdown when applying rebates.
		Defining Benefits for a Rebate	Updated the topic to add support for selecting multiple products or "All Products" with a searchable dropdown when applying rebates for Buy X Get Y.
		Creating a Product Attribute Rule	Update the topic to add information about Object field in Actions section in 'Scope & Action' tab.

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

Conga Product Documentation

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What's New in CPQ Documentation

202608.3.0

202608.2.0

202608.1.0

202607.2.0

202607.1.0

202606.2.0

202606.1.0

202605.2.0

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202601.3.0

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202512.2.0

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202510.2.1

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202503.2.1

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202502.2.1

202502.2.0

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202501.3.0

202501.2.0

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202412.2.0

202412.1.0

202411.2.0

202411.1.0

202410.2.0

202410.1.0

20249.2.0

202409.1.0

202408.3.0

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202407.2.0

202407.1.1

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202404.2.0

202404.1.0

202403.3.0

202403.2.0

202403.1.0

202402.2.1

202402.1.0

February' 24

January' 24

December '23

November '23

October '23

September '23