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CPQ for Advantage Platform 202508.3.0 Release Notes

In these release notes, you can find new features and enhancements and fixed and known issues for the CPQ 202508.3.0 release. For documentation updates, see What's New in CPQ Documentation.

Note:

This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.

To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.

Packages

The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.

PackageVersion Number
Conga CPQ (RLS)3.126

New Features and Enhancements

The following features are new to CPQ in this release.

Merge Button Validation in Collaboration Pop-up

The Merge button in the Collaboration pop-up now validates Start Date and Completion Due Date. If these dates are in the past, the merge action is blocked, and a validation error is displayed. To enable merge action, you must update the dates to future values.

For more information, see Merging Configurations in the Parent Cart.

API Enhancement for AttributeMatrixEntries

The AttributeMatrixEntries API is enhanced to store the PicklistEntry Key as the attribute value for both single and multi-picklist attributes. This update aligns attribute handling with Salesforce standards. The change applies to Create, Update, and Import operations to ensure consistent representation and storage of attribute values in the database.

For more information, see Conga Developer Portal.

Validation of Translation for Installed Products page and ABO

This release introduces an updated version of validation translations on Installed Products pages and all the asset-based operations. The enhancement allows accurate multilingual content display during the operations. Administrators can now verify translation integrity across the operations improving consistency and reliability for global users.

Validation of Translation for Cart and Configuration

This release introduces an updated version of validation translations in Cart and Configuration pages. The enhancement allows accurate multilingual content display during the configuration process. Administrators can now verify translation integrity across cart and configuration workflows, improving consistency and reliability for global users.

Validation of Translation for Cart and Configuration

This release introduces an updated version of validation translations in Quote and Catalog pages. The enhancement allows accurate multilingual content display during the configuration process. Administrators can now verify translation integrity across cart and configuration workflows, improving consistency and reliability for global users.

Applying Summary Adjustments

The system now handles multiple summary-level price adjustments correctly across quotes. It first resets prices to their original values, then applies new discounts and spreads them proportionally to bundles and option items for accurate pricing.

Disabling Configuration Rules with Config Setting

A new Disable Configuration Rules setting in Override Settings lets administrators turn off all configuration rules (constraint rules, product attribute rules, attribute value matrices, and expressions) for a specific flow. The default is False, and bundle structure min/max rules still apply.

For more information, see Editing a Flow.

Conditional Charge Type for Assets with Asset pricing

During an asset change operation, conditional charge type for assets when asset pricing is true is now supported. New charge type appear on satisfying charge type criteria. You should define Asset pricing Criteria as well to get new conditional charge type and at the same time Cancelled existing Conditional Charge type. If asset pricing criteria is not defined, then only new conditional charge type is added but existing Conditional Charge type cannot be cancelled. This is supported with feature flag “EnableConditionalChargeTypeForAssets” as users may or may not want conditional charge type to appear with asset pricing.

New Feature: Quantity-Based Product Benefits

Rebate creation UI now supports quantity-based benefits, enabling users to offer free products as rebate rewards.

Admin UI Field Set Settings: Revalidation Pop-up Field Configuration

Admin UI now supports correct mapping of field set settings for revalidation pop-ups, displaying fields configured via the ProductFieldset and PriceListItemField API keys. You can update these keys to ensure selected fields appear in the revalidation dialog during cart operations.

For more information, see Cart settings.

Enhanced Picklist Support in AttributeMatrix API

The AttributeMatrix API now accepts both the key and value for picklist attributes during data sync. This enhancement resolves issues where AVM entries previously appeared blank in the platform UI. This enables you to synchronize AttributeMatrix, AttributeMatrixEntry, and ProductAttributeGroup objects with accurate picklist data representation.

For more information, see Managing Product Attribute Rules and Attribute Value Matrices.

Contract Details Embedded Experience for Quote Creation

Display the Contract Details page within the embedded experience when accessed from a quote in Dynamics, maintaining the quote context for users. This update prevents the Contract Details page from opening in a new tab, supporting seamless workflow for administrators and implementation teams.

Controlling Field Changes with Is Modifiable Flag

The Is Modifiable flag now works correctly for fields with expressions. When set to False, the system overwrites user changes with the expression. When set to True, the system preserves user changes.

Constraint Rule Search API in Rules Explorer

A new “Get the applicable rules” API enables search for constraint rules in Rules Explorer. Administrators can search by product name, including rules triggered or applied by a specific product.
{{GET /api/cart/v1/carts/{cartId}/applicable-rules}}

For more information, see Conga Developer Portal.

Field Expression Rule Search in Rules Explorer

Administrators can now filter Field Expression rules in Rules Explorer by attribute name, custom field, or option group name for easier debugging. The following APIs also supports new optional filters, filter[name], filter[updateField], and filter[productName], to refine search results for field expressions.

GET /api/cart/v1/carts/{{cartId/applicable-field-expression}}
GET /api/cart/v1/carts/{{cartId/applied-field-expression}}

For more information, see Conga Developer Portal.

Attribute Optimisation for Line Items

Save attributes in the Object DB only for primary lines (Bundle, Option, Standalone) where HasAttributes is set to TRUE; secondary charge lines do not store attributes but receive them via API copy from their respective primary lines. Lines with HasAttributes set to FALSE are skipped entirely, reducing unnecessary data storage and improving system performance.

Clone Cart API: retainApproval Parameter

The clone cart API introduces the retainApproval parameter, allowing the approval status of the parent quote, cart, and line items to be carried forward to the cloned objects when the parent is in the Approved state. The default value for retainApproval is false, giving API callers control over whether the approval process is triggered during cloning.

For more information, see Conga Developer Portal.

Config Engine Performance Improvement

The Config Engine stream stage now executes attribute rules more efficiently, improving performance for larger cart sizes.

Account Location API – Configurable Result Limits

The Account Location API now supports configurable result limits, allowing you to set the maximum number of AccountLocation records returned per request beyond the previous default of 500. This enables you to retrieve all AccountLocation records for accounts with large datasets via the catalog page. The Pagination feature supports an optimal display when record counts exceed the configured limit.

For more information, see Searching Products from the Catalog and Using Refine Your Search.

Mass Price Ramps and Price Ramps Flag Settings

The system now supports only two flag settings: EnableMassPriceRamps at the tenant level and PLI-EnablePriceRamp at the PLI level, removing the previous EnablePriceRamps tenant flag. Set PLI-EnablePriceRamp to TRUE to activate both Mass Price Ramps and Line Level Price Ramps features; if FALSE, neither feature is available. This change impacts feature availability and may affect existing data configurations.

Enhancement to Pass Context ID in Custom Button

Custom buttons configured on quotes now automatically pass the current Quote ID when opening a custom URL. This update enables accurate context transfer for implementation teams integrating custom workflows.

Enhancements to Product Details API

The Product Details API now provides additional attribute details when enabled in the response settings. Related schemas and search entities are also updated to support richer catalog integrations.

For more information, see Conga Developer Portal.

Validation of RHS Field Values for Visibility Rules

The admin service now validates field values when creating visibility rules. Administrators can compare RHS and LHS field values across supported data types (Boolean, String, Picklist, Multi-Picklist, Currency, Date, and Numeric) using permitted operators.

Enhancements to CPQ Product Usage Analysis Dashboard

The CPQ Product Usage Analysis dashboard now includes reports for Total Quoted Value vs Booked Revenue and Revenue by Products or Bundles. These reports help track quote-to-order conversions, pipeline leakage, revenue contribution, and average selling price across products, regions, and teams, supporting better sales and product decisions.

For more information, see Reports and Dashboard.

Enhancements to CPQ Admin Dashboard

The CPQ Admin Dashboard now includes reports for Approval Requests by Month, Carts Finalized by Month, and Lines Created by Month. These reports show 12-month trends and current totals, helping administrators track approvals, sales activity, product configuration, and quoting behavior.

For more information, see Reports and Dashboards.

All Products Option in Product Selection

All Products option is now available in the product dropdown for Rebates, including Buy X Get Y and Every X Get Y screens. Selecting All Products disables individual product selection and returns “All” in the API response. Selecting individual products disables the All Products option and returns the selected products as a comma-separated list.

For more information, see Defining Scope for a Rebate.

View Line Items Associated with a Collaboration Request

Open individual collaboration requests to review line items assigned for collaboration in the Related List section.

For more information, see Viewing Collaboration Request Details.

Constraint Rule Context in Admin Pages

Context paragraphs now appear in the Condition and Action sections of constraint rule pages. These descriptions explain the purpose and behavior of each section to configure CPQ constraint rules.

Showing Clone Rule Indicators on Configuration Page

The configuration page now shows indicators on products that trigger or violate clone rules. Hovering over an indicator displays rule details, helping you to understand actions or errors.

Rebate Calculation on Waterfall – Net After Rebate Price Point

The pricing waterfall now includes a new Net After Rebate price point after Net Price. The system uses this price point as the reference for rebate calculations. If you do not configure it, the system disables rebate analysis for that pricing structure.

Quantity-Based Benefit in Rebate Definition

You can now define rebate benefits as free-of-charge (FOC) product quantities across all application methods (Buy X Get X, Buy X Get Y, For Every X Get X, and For Every X Get Y). The system marks FOC quantities, excludes them from Net Price, and includes them in margin calculations. The rebate engine also auto-adds missing free product lines to ensure accurate benefit display.

Supporting Quantity as a Benefit in Rebate API

The Rebate API now lets you configure rebate programs with free-of-charge (FOC) product quantities in addition to monetary benefits. The API adds FOC product lines that don’t affect net price but are included in margin calculations. This applies to all rebate methods and ensures accurate benefit tracking and reporting.

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

You can now view collaboration requests associated with a quote directly from the Quote Details page via the Related List panel. The list includes key fields such as ID, name, owner, status, request type, last modified date, and created date. Search and delete functionalities are also available on this page. The same information is accessible from the Collaboration Requests page. To view request details, click a request and navigate to Collaboration Request under the Related List.

For more information, see Viewing Collaboration Request Details and Viewing Quote Details.

Change Ownership for Collaboration Request

If you are a queue member in a collaboration request, then using the Change Owner button, you can assign the request to yourself. When you do this, the cart becomes read-only for all other queue members.This feature is enabled only if you are a queue member.

Control Status API Response Fields by Flow Name and Display Column Settings

You can control the fields returned in the status API response based on flow name and display column settings. You can configure API responses to align with specific flow requirements, supporting data governance and customization.

For more information, see Conga Developer Portal.

Tier Rate Definition Without Rate Table for Buy X Get X Programs

You can now define a single tier rate directly in the UI without creating a rate table. The Rate and Adjustment sections remain for compatibility, and the Metric Value Source Aggregator field supports tier rate aggregation.

Asset Structure Visualization on Asset 360 Page

On the Asset 360 page, all assets are now displayed along with their primary line, providing a more streamlined and consolidated view. Asset options no longer appear as separate entries, ensuring clarity and reducing visual clutter. To enhance navigation, an expand/collapse icon is available on the primary line of each asset.

For bundle structures that include sub-bundles and options, the expand/collapse functionality is provided only on the primary line of the bundle. When expanded, the entire bundle structure is revealed, including sub-bundles and options. However, sub-bundles do not automatically expand; you must manually click to expand them if needed.

By default, all assets are displayed in a collapsed state. This makes it easier to quickly assess the total number of assets at a glance.

For more information, see Viewing Assets.

Publish Favorite Error Message Translation

Error messages for the Publish Favorite operation now display in the user's locale language, supporting multiple locales such as de-DE, it-IT, and es-ES. This update applies to scenarios involving non-derived and derived pricelists, including cases where auto translation is enabled.

Fixed Issues

The following issues are fixed in this release. If any actions are required, they will be listed in this table.

Case Number Conga Internal ID Description
- CPQ-100469

Attributes reset unexpectedly for Hitachi Virtual Storage Software for Block (HVSS.S) when selecting alternate values for SDS Block Cluster.

- CPQ-100466

Service tier products are not automatically removed from the cart when changing or clearing the service tier selection. Additionally, service tier products are not automatically added to sub-bundles during selection.

NA CPQ-99424

Inclusion rules may not apply consistently during configuration. Refreshing or reconfiguring usually triggers the rule correctly.

- CPQ-98999

Validation messages for nested bundles in the Switches tab do not display immediately upon selection, requiring users to expand the bundle to view internal configurations.

Known Issues

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

Conga Internal ID Description
CPQ-100956

The "Config Pending" icon appears when changing a default Option Product under Option Groups and performing Collaboration, Line Item Copy, or Deep Clone.

CPQ-100702

When you clone a cart, the lineitem quantities do not retain their original values and changes in the cloned cart.

CPQ-100475

Configurator does not display the updated attribute value after an ABO operation, retaining the previous value instead.

CPQ-100460

PAR defaulting does not function as expected when multiple rules are configured for the same attribute, causing the Cache Memory (Storage) picklist to remain empty instead of defaulting to a value.

CPQ-100200

Quote detail page fails to load when attempting to create a quote in Dynamics after the session remains idle for an extended period.

CPQ-97591

The product name header on the configuration page may stretch too far to the right at 80%, 90%, or 100% zoom, hiding the Summary section. This UI glitch appears while scrolling.

CPQ-93790

Cloning a quote with a large cart containing complex configurations results in a stack overflow error in the configuration engine.

CPQ-92545

Agreement Auto-Inclusion constraint rule triggers the auto-inclusion of a product even after it is deleted and a mass update is performed on the cart. This behavior persists irrespective of the user's preference to exclude the product from the cart.

DOC ID: CPQRLP202508.3.0RN20250909