System Requirements and Supported Platforms

For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.

New Features and Enhancements

The following features are new to Conga CPQ in this release.

Ability to Update Quote Collaboration Request

You can update the existing quote collaboration requests based on your requirements. This enables you to collaborate with other users in your organization while working on the cart and create the best possible quote for the end users. To achieve this, you must set the feature flag EnableCollaborationRequest to true.

Enhancements to Benefits and Adjustments Sections for Buy X Get X

The Benefits section now includes a dropdown menu to access the Rate section. For Buy X Get X single rate, the Adjustments section is displayed under the Benefits section after saving the Rate Type.

For more information, see Defining Benefits of a Promotion.

Enhancements to Option Rollup Methods via Waterfall API

Administrators can now define bundle calculations as Bundle + Option for each price point using the Waterfall APIs. This enables reviewing the impact of options on bundles for both OOTB and custom price points.

For more information, see For more information, see Get price waterfall detail API and Get price waterfall detail by chart ID API.

Enhancement: Update Custom Lookup Field to IBaseEntity for Newer Records

The system now updates the custom lookup field's data type to IBaseEntity for newer records. Existing carts need repricing to apply the changes, and the callback now uses IBaseEntity wherever LookupObject was used, ensuring no issues with current records.

Support for Conditional Visibility of Product Attributes in the Cart

You can now show or hide product attributes in the cart based on user roles. This applies to Product scope with the "Hidden" action type when the EnableVisibilityRule flag is enabled.

Adjustment Cascade Support for Custom (AdHoc) Summary and Option Lines

Adjustments on custom (AdHoc) summary lines now spread to option lines with "One Time" PriceType. Secondary charge lines without a PLI do not support cascading adjustments.

Rebate Program Management: Buy X Get X Benefits with Single Rate and Rate Tables

You can now create, update, view, and delete Buy X Get X rebate programs with single rates and rate tables, including options with and without tiers.

For more information, see:

Managing Rebates

• Viewing Rebates
• Creating Rebates
  • Defining Information for a Rebate
  • Defining Scope for a Rebate
  • Defining Criteria for a Rebate
  • Defining Benefits for a Rebate
• Editing a Rebate
• Deleting Rebate

Dynamic Link Library (DLL) Loading Support Using Etag for Time Zone Efficiency

DLL loading is now based on the Etag, reducing the need for datetime conversion related to time zones. This improves efficiency by avoiding unnecessary conversions.

Support for Viewing Asset History

Asset Line item history and Asset Transaction History are available for every action on assets in Admin Console > Object Data Explorer. For every asset-based operation such as Change, Renew, Swap, Terminate etc, a new transaction record is created in "Asset Transaction History". It shows action name, order number, asset details, and also change to new asset name enabling the mapping of new asset to old parent asset.

Cart Collaboration Request: Miscellaneous Line Items

Conga CPQ does not allow you to create a collaboration request for the miscellaneous line items. If you make a collaboration request, CPQ displays the following error:

{{In cart{cartId}, LineItem with LineNumber {linenumber of linitem} is either misc line or not valid line to create collaboration request.}}

Enhancement in Asset Filter Callback

The default filter "Sold to" is removed from the asset line item callback. You can pass any account "Ship To" and "Bill To" and filter assets accordingly.

Enhancements in Renew One Ramp Setting During Renewal

When 'Renew One Ramp' is true, then only the last ramp line is renewed with its renewed date. After order activation non renewed ramp lines are inactivated. All non-ramp secondary charge lines (recurring lines) are renewed and one-time lines are amended, both remain active. On the installed products page only the latest Renewed line is visible with activate secondary lines. During ABO operations inactivated ramp lines are not displayed and all operations are allowed only on the Activated Ramp line and its secondary lines. On a Renewal quote (Auto or On-demand), if ROR=true then the single last ramp line is displayed with status=Renewed and Renewed date.

Ability to Hide Revalidation Message: Read-Only Cart

When configuring a quote in a read-only mode, CPQ does not display the revalidation warning and error messages on the cart page.

Option Rollup Methods for Bundle+Option Calculation via Waterfall API

Administrators can now define option calculations based on bundle quantity and selling terms for a true representation of option line items. The new charts include Rollup Gross, Gross, and Per Unit, with waterfall calculations applied to all three. If the Bundle+Option flag is disabled, only Gross and Per Unit charts will be available.

Terminology Changes on the Proposal Details Page

The term "Proposal" has been renamed "Quote" across the Quote List Page. The Header Page now reflects this change and displays Quotes instead of Proposals. The Quote Name (formerly Proposal Name) is now part of the indexed seed data and this enables search and advanced search functionality by Quote Name.

For more information, see About CPQ User Interface.

Enhancements to the Conga CPQ UI

The following enhancements are new to the Conga CPQ UI:

• When you email the proposal/quote, the email subject is displayed as a proposal-<proposal number>.
• The quote actions in the vertical ellipsis icon are updated to replace the Change Owner option with the Clone Quote option.
• If the value is not presented in the Selected Products Per Page in the Override Settings, the cart icon displays 20 products by default.

For more information, see About CPQ User Interface & Overriding Global Settings at a Flow Level.

New Admin API to Fetch ProductOptionGroups by PriceListId

New Admin API is introduced to fetch ProductOptionGroups and their associated ProductOptionComponents for a given bundle and PriceListId. This API filters the ProductOptionComponents based on the provided PriceListId.

GET api/revenue-admin/products/{ParentId}/option-groups/{Id}/components

For more information, see Developer Hub.

Custom Rebate Program Mapping via Admin API

The new Rebate Program Admin APIs enable you to create, update, delete, and retrieve custom rebate programs. These programs can be seamlessly mapped to built-in rebate methods such as Buy X Get X, Buy X Get Y, For Every X Get X, and For Every X Get Y, ensuring the rebate programs are intuitive and aligned with business needs.

GET api/rebates-admin/programs

GET api/rebates-admin/programs/{id}

POST api/rebates-admin/programs

POST api/rebates-admin/programs/{id}

PATCH api/rebates-admin/programs

PATCH api/rebates-admin/programs/{id}

DELETE api/rebates-admin/programs

DELETE api/rebates-admin/programs/{id}

For more information, see Developer Hub.

Create/Associate Rebate Program on Quote

You can now create or associate a rebate program directly within a quote. This feature enables you to define tailored rebate programs that align with specific deal requirements, helping to close deals more effectively as part of your rebate commitment.

Quote Collaboration: Update Line Items

You can collaborate while working on a single quote by assigning configuration tasks to different people and orchestrating that process. If you require to update the line items in the collaboration cart, you can initiate the peer-to-peer collaboration to update them accordingly by invoking the following API. Then, you can merge the collaboration data to generate one final quote and send it to the customer.

Patch /api/cart/v1/carts/collaboration-request/{id}

For more information, see Developer Hub.

Rate Table Columns Validation via API for Rate Table Benefits

The Incentive Admin API validates "Rate Table Columns" in Rate Table - With Tiers and Rate Table - No Tiers benefits. It allows only Standard Price Dimensions with the Line Item context type. If you pass invalid values, the system returns an error and adjusts the column controls based on the Price Dimension's configuration.

For more information, see Create incentive rules API.

Automatic Type Field Setting for Criteria in Promotion Benefits via API

The Incentive Admin API now ensures that the ForEveryXCriteriaDimensionType field is always set to Quantity for specified application methods. If no value or a value other than Quantity is passed, it will default to "Quantity".

For more information, see Create incentive rules API.

Automatic 'TierMetricRollupDuration' Setting via API for Rate Table Benefits

The Incentive Admin API now automatically sets the TierMetricRollupDuration to 'No Rollup' for Rate Table - With Tiers benefits. This simplifies the process by removing the need for users to select this value in the UI, as it ensures consistent handling of metric calculation.

For more information, see Create incentive rules API.

Support for EnableDateRange Flag on Price Rulesets via API

You can now use the EnableDateRange flag on Price Rulesets to set start and end dates for rule entries. The flag does not affect the start and end dates of the Price Ruleset itself.

For more information, see Update price rule sets API.

Support of Renew Operation with Price Matrix Using Order API

You can perform the Renew operation based on price matrix using Order API. Note that to support price matrix on ABO operations with Asset pricing true, ensure to create asset pricing criteria of matrix dimension field example Quantity. When you change the value of the dimension field during ABO operation then it flips to Product List Item (PLI) pricing and is able to fetch price matrix from its PLI.

Ability to Send Documents for Signature

You can send proposal documents to the customer for signature using the Conga Sign application. You must complete the generated and presented stages in the quote lifecycle.

For more information, see Sending Documents for eSignature Using Conga Sign.

Fixed Issues

There are no fixed issues in this release.

Known Issues

The following unresolved issues are known to Conga at the time of this release.

DOC ID: CPQRLP202412.2.0RN20250120