Enhancement to the Migrate Cart API

The Migrate Cart API now supports callbacks and FAG testing for summary groups within the Migrate Cart ID. This ensures the administrators and implementation teams integration and validation easier.

For more information, see Migrate Cart API in Cart APIs.

Incentive-Admin API for Price Program Management

New Incentive-Admin APIs enable creating, updating, and managing PriceProgram incentives. The ProgramType field differentiates between Rebates and PricePrograms. Existing IncentiveProgram records default to Rebates, aand it deprecates related endpoints in the Rebates-Admin service.

For more information, see Incentive Admin APIs in Conga Developer Portal.

Incentive Program Mapping in Admin UI

Administrators can manage incentive program mappings for Rebate and Price Programs in the Admin UI. They can create, edit, delete, and search program mappings, with support for bulk actions and advanced grid features. The system prevents deletion of programs that are currently in use and tracks all changes with metadata for auditing.

For more information, see Incentive Mapping.

Total Level Waterfall Support in API

The Waterfall API now supports viewing price waterfall charts at total and summary line levels. It aggregates pricing and adjustments from contributing line items, displays gross value.

For more information, see Conga Developer Portal.

Delete Incentive Association Record on Quote Deletion

When a Quote is deleted, the system automatically removes its associated Incentive Association records to maintain data integrity and avoid orphaned records. The Incentive record itself remains intact and can be linked to another Quote if needed. Administrators can enable or disable this behavior through a configuration setting.

Updating “Buy X Get Y” Price Programs via Admin API

You can now update Price Programs of type “Buy X Get Y” using the Admin API. The API validates data consistency and maintains the complete program hierarchy, including rules, entries, and related agreement or quote associations.

For more information, see Conga Developer Portal.

Collaboration Request Status Persistence

The Collaboration Request (CR) status now retains all details when updated through the API. This ensures the status remains accurate and prevents it from appearing blank during collaboration management.

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

Incentive Admin APIs – Price Program Management

The Incentive-Admin APIs enables creation, update, and management of Price Programs, supporting incentive types such as Buy X Get X, Buy X Get Y, For Every X Get X, and For Every X Get Y. The API enforces type-specific validation, consistent data structure, and error messaging aligned with promotion programs. It maintains the full program hierarchy, including Program Rules and Rule Entries, and supports automated workflows and bulk operations. All program records are retrievable with complete relational integrity, including associated agreements and quotes.

For more information, see Incentive Admin APIs in Conga Developer Portal.

Default Quantity for Product Options

The configuration page now shows the defined default quantity for product options and sub-bundles when the page loads. Quantities calculated via expressions still update after selection. This works at all configuration levels.

Retaining Line Item Quantity and Configuration

“Clone cart line items” API now retains the exact quantity and configuration of all line items from the original cart. It respects default quantity precedence: user-modified, then Option Group, and finally Price List Item. This ensures cloned carts maintain accurate pricing and configuration for administrators and implementation teams.

For more information, see Clone cart line items API in Conga Developer Portal.

Workato CPQ Connector Integration

Initiate quote creation in Conga CPQ directly from an Opportunity in Dynamics using the streamlined Workato connector. The connector consolidates multiple CPQ functions, reducing manual data entry and simplifying integration for sales teams.

Allow Visualization Field on Product

A new field Allow Visualization to the product object to control product eligibility for visual integration. This field determines whether visualization setup is available in the Admin UI and at runtime, with a default value of False.

For more information, see Creating a product.

Introducing Hide Bundle Structure Preview in Catalog Setting

A new setting, Hide Bundle Structure Preview in Catalog has been introduced in Override Settings of a flow settings, to control the visibility of the Bundle Structure section in the product information modal.

When this setting is disabled, you can view the bundle structure, where default options within the bundle are highlighted with an indicator. Additionally, when you hover over these options displays the Default Product message across the Product Summary popup, Configuration page, and Cart page. This ensures a better visibility of default selections within a bundle.

For more information, see Override settings.

Clone Quote API Behavior for Configuration Errors

The Clone Quote API now supports cloning quotes that contain configuration errors, preserving the error state in the cloned quote. Products previously removed from the parent quote due to constraint rules are not re-added during cloning, and rule messages are displayed as appropriate. This update benefits administrators and implementation teams by maintaining data integrity during quote cloning operations.

For more information, see Conga Developer Portal.

Purchase Identifier Field Control on Cart Line Items

The Purchase Identifier column in the Cart is now editable only on the primary line of the primary product, while it remains disabled for all secondary and option lines.

Set Transient Error Method for Transient Validation Errors

You can now set transient validation errors online items using the SetTransientError method in the ILineItemModel interface. The error appears in the Status API response under the error details section with a 400-status code and is automatically cleared when a pricing-related action (Add, Update, or Delete) is performed.

Non-consecutive Sequence Support in Waterfall API

The Waterfall API now supports non-consecutive increasing sequence numbers for waterfall price points and chart details. It automatically arranges random or descending inputs in ascending order to ensure accurate calculations and display.

For more information, see Conga Developer Portal.

Support for Customize Column Display on Installed Products Page

On the Installed Products page, you can group the summary with fields like Quantity, Purchase ID or with lookup fields like Location.GET /api/asset/v1/assets/group-summary?accountIds=accountId&groupingField=QuantityGET /api/asset/v1/assets/group-summary?accountIds=accountId&groupingField=AccountLocation.Name

Contract Price Adjustment in Waterfall Rollup-Chart

The Waterfall Rollup Chart now includes a Contract Price Adjustment that references contract prices from the Contract Price List for standalone, bundle, or option products. The adjustment applies regardless of the Bundle+Option flag and captures the difference between list price and base price.

For more information, see Conga Developer Portal.