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.

Support of Renew operation with Price Matrix Using Order API for Bundle

You can perform the Renew operation based on price matrix using Order API. Support is added for Bundle and Sub bundle upto level 5.

Ability to Launch a Cart by Proposal ID and Collaborate Request ID

You can launch a collaboration request cart and quote/proposal object by passing the required business object type and business object ID. Invoke the following API to launch the collaboration cart.

POST /api/cart/v1/business-objects/{businessObjectId}/carts/activate

For more information, see Developer Hub.

Support for Displaying Attributes in Asset Grid

On the Installed Products page, you can view the attributes for options and sub-bundles in the asset details table. Click on the plus icon in the required product row to view the attribute details.

Rebate Benefit for Every X Get X Single Rate

The "For Every X Get X" rebate benefits now support a Single Rate, allowing benefits to be set for a specific quantity of the same product based on a defined purchase quantity. New CREATE and UPDATE APIs provide functionality to define new rebate benefits and update the existing rebate rules, making it easier to manage rebate configurations effectively.

POST /rebate-rule/{ParentId}/entries

PATCH /rebate-rule/{ParentId}/entries

For more information, see Developer Hub.

Enhancement to Base Price Callback

You can now update the Base Price value using the Base Price Callback in the Platform environment. It ensures accurate pricing adjustments when integrating with external systems.

New Feature: Control Bundle Detail Display

The "Show Bundle Detail" toggle under Global Settings → Config → Display Settings allows you to control how bundle details appear on the configuration page. When enabled, it displays fields such as Image, Description, Term, Quantity, and Optional (if applicable) in the bundle header. When disabled, it only shows the bundle name.

For more information, see Config Settings.

Enhancement in Hide Asset Actions in Override Settings

In Override Settings within Flow Settings, there is an option to hide asset actions from the Installed Products page. Earlier, the list of actions was comma-separated; now, it is a multi-select picklist with checkboxes.

Updated APIs for Config Rule Retrieval with Pagination

Viewing Cart Approvals

The quote details page now includes cart approval details in the related list to the previously displayed quote-related details.

Tier Definition Without Rate Table via API

Administrator can now define tier rates via API without creating a rate table using the new "Tier Rate" type. This simplifies rate configuration for "Buy X Get X" and "Buy X Get Y" programs.

POST api/rebates-admin/rebates/{ParentId}/rules

POST api/rebates-admin/rebate-rules/{ParentId}/entries

For more information, see Create rebate rules and Create rebate rule entries APIs.

Controlling CoPilot within CPQ React Web UI

Currency Field as a Picklist

The data type of the currency field is now changed to picklist from the string on the create quote form. This enables you to select the required currency field from the currency picklist.

Displaying Accurate Line Item Waterfall

When you click "Analyze Price Waterfall" on any line item, the waterfall chart for that specific line item will now be in focus, rather than the parent line's chart.

Dynamic Adjustment Amount in Price Waterfall Ruleset

Administrators can set a formula or field as the "Adjustment Amount Source" in Price and Waterfall Rulesets. This enables flexible adjustments and triggers automatic repricing when values change.

Support for Email Notifications During Asset Renewal from API

Flags on Assets Renewal Setting are created to control email notifications.

If an error occurs during the asset renewal process, then an email notification is sent to the relevant users. This is controlled using the flag, "sendRenewalProcessingErrorNotification". By default, the notifications are turned ON, and administrators can turn them OFF based on business requirements.

A similar flag, 'sendTouchlessRenewalQuoteAcceptanceNotification', generates an email when touch-less Renewal quote is accepted.

Support for Lookup Attributes in Adjustment Amount Source

You can now use Lookup type fields and attributes in the Adjustment Amount Source. This enhancement ensures compatibility with Price rules, Waterfall rules, Matrices, and related pricing functionalities.

Disassociating Rebate Program from Quotes

You can now remove a rebate program from a quote using the new "Disassociate" option available on the Associated Rebates list page. This ensures that the disassociated rebate program will no longer be considered while applying rebates on the cart.

Defining Criteria for Rebate Programs

You can now define criteria for rebate programs using line item fields, providing more flexibility in program application. You can add multiple criteria, sequence and modify them, with validation to ensure accuracy.

Cart Collaboration: Email Notifications

When you initiate the cart collaboration, CPQ sends an email notification to all collaborators mentioned in the assignee field. All emails that CPQ triggers are created using the default email templates defined in the backend system. This feature also triggers notifications for collaborators when you make changes, such as updating or canceling the cart collaboration request.

Cart Collaboration: Peer Review Merging

You can collaborate while working on a single quote by assigning configuration tasks to different people and orchestrating that process. When you create a collaboration request, CPQ creates a child cart for the collaborators. After finishing the cart, collaborators must invoke the following API by passing the child cart ID to merge changes.

POST /api/cart/v1/carts/{cartId}/collaboration-request/{id}/submit-for-merge

For more information, see Developer Hub.

Cart Collaboration: Adding 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 add line items in the collaboration cart, you can initiate the peer-to-peer collaboration adding them as needed 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.

Deleting Cart Collaboration

You can collaborate while working on a single quote by assigning configuration tasks to different people and orchestrating that process. You can delete the cart collaboration request that is no longer required. When you cancel the request, the collaborator sends an email notification to the collaborator.

For more information, see Cart Features.

Deleting Cart Collaboration

You can collaborate while working on a single quote by assigning configuration tasks to different people and orchestrating that process. You can delete the cart collaboration request which is no longer required using the following API. When you cancel the request, the collaborator sends an email notification to the collaborator.

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

For more information, see Developer Hub.

Updating Cart Collaboration Request on UI

You can collaborate while working on a single quote by assigning configuration tasks to different people and orchestrating that process. Once the request is sent, you can also update the fields in the existing collaboration request as and when required based on your requirements.

For more information, see Cart Features.

Enhancements to Tier Metric Type and Metric Value Source in Promotions Admin API

The APIs now support dynamic validation and usage of TierMetricType and MetricValueSource fields. Based on the selected TierMetricType (Revenue or Volume), the MetricValueSource field dynamically displays corresponding options (Amount or Quantity). The API validates the input and returns an error if an incorrect value is passed.

POST /api/revenue-admin/v1/price-dimensions

POST /api/revenue-admin/v1/incentives

POST /api/revenue-admin/v1/incentives/{ParentId}/rules for MetricValueSource and TierMetricType

For more information, see Create price dimensions, Create incentives, and Create incentive rules APIs.

Support for Currency Field and Conversion in Price Rulesets

The Price Ruleset and PLI objects now support a Currency field and the Enable Currency flag. When enabled, the system performs currency conversion based on the specified currency in Price Rulesets and ensures accurate pricing across different currencies. This feature applies to all Price Ruleset types, including Pricing, Promotions, and Price Waterfall.

Support for Change:Configuration with Attributes using Order API

Asset Change:Configuration operation allows to change configuration on existing assets and create duplicate assets using Order API

POST api/orders/v1/orders/{Id}/activate

Cloning Price List Item with Related Objects

You can now deep clone Price List Items, including related objects such as Price Escalators, Matrices, and Related PLIs. The system preserves the original field values while allowing you to associate a new Price List and Product. Note that option prices are not cloned with this feature and must be defined separately for the cloned API if required.

Support for Creating Attribute Rules in API

Administrators can now create attribute rules via Create product attribute rules API based on product scope, including Product, Product Group, and Product Family. The API validates scope IDs for accuracy and length, returning an error message if invalid IDs are provided.

POST /api/revenue-admin/v1/attribute-rules

For more information, see Create product attribute rules API.

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.

DOC ID: CPQRLP202501.1.0RN20250127