Automatic Matching Setup (Percolators) for Eligibility Rules

The platform now automatically creates matching logic (percolators) for Eligibility Rules across supported scopes, including Product Scope, Product Group Scope, Product Family Scope, Product Field Set, and non-wildcard condition criteria. This enhancement improves how the system evaluates complex eligibility conditions and associations.

Support for Asset Custom Fields in PAR Criteria and Field Expressions

Product Attribute Rules (PAR) criteria and Field Expressions now support both out-of-the-box and custom asset fields, enabling the use of asset-related data in rule definitions. This update allows referencing asset fields directly in PAR and FE configurations for more flexible and comprehensive rule logic.

Optimize Large Cart Data Persistence

You can handle large carts more efficiently with a new internal threshold setting for worker processing. When your cart has more than 1000 lines, the system processes add and update operations synchronously to avoid issues with parallel queries. The worker also now receives clear information about which lines are adds and which are updates, so it only fetches and deletes child records for update operations. This reduces unnecessary queries against LineItem and LineItemAttributes, improving performance and stability for large carts.

ACV Calculation for Charge Type

Support for core SaaS revenue metric, Annual Contract Value (ACV), for subscription-based deals was supported for bundles, options, rollup lines, recurring, one-time, and ramp line items. Support is now extended to products with charge types.

For more information, see SAAS Metrics.

Workato Bulk Reverse Sync Support

You can now reliably reverse sync more than 10 products from Conga Platform to Microsoft Dynamics 365 using the Workato integration. This enhancement prevents timeout errors and data issues, so all products you add to the cart appear correctly under the Products tab in Dynamics after synchronization, without missing or duplicated line items.

RLP CPQ Runtime API: Consolidated Adhoc Group Totals for Summary Groups

You can display a single consolidated Group Total for each adhoc group at the summary group level. To achieve this, set the DisableChargeTypeTotaling and DisablePriceTypeBasedTotaling config system properties to true invoking update configurations API. When you enable these properties, the UI combines totals across charge types and frequencies into one Group Total, along with updated Total and Grand Total values. You can apply adjustments at the group level and have them correctly rolled up to the underlying line items, even in complex scenarios with multiple frequencies, charge types, and price types across bundle options, standalone, rollup, miscellaneous, ramp, and similar line types.

For more information, see Config Management APIs and Cart APIs in the Conga Developer portal.

Tax Code Management APIs

The platform introduces new REST APIs to create, retrieve, update, and delete Tax Code lists and details, enabling centralized tax configuration in the Admin UI. These APIs require both Name and Code fields and make Tax Codes available for downstream pricing and billing workflows.

• GET /tax-codes
• POST /tax-codes
• PATCH /tax-codes
• DELETE /tax-codes
• GET /tax-codes/{Id}
• PATCH /tax-codes/{Id}
• DELETE /tax-codes/{Id}

For more information, see Conga Developer Portal.

Quote to Contract Integration- Event Notification

Real-time In-App notifications are triggered upon successful completion or failure of the background job. When your cart size exceeds the QuoteToContractAsyncThreshold, the agreement header is created synchronously, while agreement line items are created or updated asynchronously. During this asynchronous processing, the application triggers in-app notifications to indicate completion or failure, including error details if agreement line-item creation or updates fail. 

Field Sets for Multi-Tier Collaboration

Administrators can now configure Collab Create Fields and Collab Merge Fields in Flow Settings to define which line item fields are transferred between carts during multi-tier collaboration. The default fields Id, Product, and LineSequence remain present and read-only in the UI, but can be modified via API if required.

For more information, see Configuring Overriding Settings.

‘Disable Price Type Based Total’ Setting for Administrators

Configure the ‘Disable Price Type Based Total’ setting to control whether one-time, recurring, and usage charges are combined or separated in quote summary totals and subtotals. This setting, located under Application Setting ? Pricing, enables administrators to unify or bifurcate price types at all summary levels, supporting accurate roll-up calculations for mixed charge types.

For more information, see Configuring Pricing Settings.

Sort Line Item Support for Asset Grouped Views

On the Installed Products page, data in the assets grid is sorted by Created Date in descending order by default. Click on the any column (first click), the data is sorted in descending order, on second click its sorted in ascending order. When you click on another column, the previous column’s sort indicator is cleared, and the new column is sorted in descending order. Sort behavior remains consistent for both grouped and non?grouped views.

When Group By is applied, the group order is determined by the Group Summary API. Column sorting is applied within each group, and not across groups.Changing the sort direction toggles ascending/descending within each group.

‘Service Price Distribution Method’ Setting for Administrators

Administrators can configure ‘Service Price Distribution Method’ in Global Settings under Pricing. Select between Rollup (default) and Allocate to determine how Service CPQ calculates service pricing across related lines.

Rollup method rolls up the price for individual related lines and arrives at the service base price. Whereas, Allocate method distributes the net price of the service to the related lines.

For more information, see Configuring Pricing Settings.

‘Max Renewal LineItem Per Cart’ Setting for Administrators

In the ‘Max Renewal LineItem Per Cart’ field under the Renewals tab in Asset settings, Administrators can specify the maximum number of renewed asset line items that are allowed on a single Renewal Quote. Default value is 500.

For more information, see Assets.

Updated Warning and Error Messages in Cart Grid

The Cart grid now displays the Product Name and Cart Line Item ID in warning and error messages for affected items. This change helps you quickly identify the relevant product when reviewing system messages.

Expandable Stepper for Rebates, Promotions, and Price Programs

The stepper for Rebates, Promotions, and Price Programs now supports expand and collapse across agreements, quotes, cart, incentive app, and admin flows. This update also refines configuration styles and field widths to maintain a clear layout in limited UI space.

Send for Review: Display Users and Contacts in To, CC, and BCC Fields

While sending a Quote for review, in the Send to Review panel, in the To, CC, and BCC fields both users and contact names are displayed and available for selection. Support includes searching by name or email ID, case-insensitive matching, and validating email addresses that are entered manually. An error for invalid emails ID is displayed.

For more information, see Sending a Quote for Review.

‘Enable Cart Versioning’ Setting For Administrators

The ‘Enable Cart Versioning’ setting allows administrators to control whether to create new cart versions when reconfiguring finalized carts. When enabled, new carts are created and previous versions are retained for review; when disabled, reconfiguring a finalized cart updates the existing cart without creating new versions. By default, the setting is disabled.

For more information, see Configuring Cart Settings.

Enable Usage Indexing Field in Price Matrix Creation

‘Enable Usage Indexing’ checkbox field is added to the Price Matrix creation and edit pages, allowing Admins to specify whether to calculate pricing based on total cumulative usage across billing periods. By default, the field is disabled and is available for create, edit, view, and delete actions.

For more information, see Configuring Price Matrices.

Quote to Contract Integration - Update Contract

The Quote-to-Contract flow is enhanced to include the Update Contract option. You can now sync the latest Quote details and line-item changes directly to any previously created contract without needing to start from scratch. The Update Contract operation updates the Agreement header and will delete all lines for the agreement and recreate the new agreement lines of the cart. Note that, Agreement lines are created from a finalized cart.

Asset Net Price Update on Quantity Change

The Net price and Asset Total Contract Value (TCV) when asset quantity is increased or decreased using the "Incremented & Merged" or "Decremented & Merged" operation, is updated. The delta price now matches the value shown in the cart line item, maintaining consistency across asset records.

Configure Eligible Service for a Product

You can now configure a service bundle associated with one or more products directly from the cart and access the standard configuration page. The system applies all existing configuration settings while allowing you to select applicable options and attributes.

Associate Service Products to Products in Cart

You can associate one or more service products to selected products in the cart using the new Relate action, available when the service CPQ feature is enabled. You access the service catalog, view eligible service products, and use the Associate action to link services to the products in the cart. This helps you support upsell scenarios by attaching relevant services to your primary products during quoting.

For more informartion, see Associate Service Products to Products in Cart.

Adjustment Grouping by Rule ID for Bundles and Options via API

The Price Waterfall APIs now group adjustments by rule-id at the Bundle+Option level, consolidating multiple adjustments for the same rule into a single entry when the target price point matches. This update prevents duplicate adjustments for the same rule across bundle options, supporting accurate roll-up calculations and consistent adjustment reporting.

For more information, see Get price waterfall detail, Get price waterfall detail by chart ID, Get summary group associated price waterfall detail, and Get summary group associated price waterfall detail by chart ID APIs in Conga Developer Portal.

Opportunity Products Sync in Reverse Sync

When you perform a reverse sync from Conga to Dynamics, all existing opportunity products are now removed and replaced with the current quote products. This ensures that any products you remove from a quote are also removed from the related opportunity, so your opportunity products always stay accurately aligned with your quotes.

Price List Item: Tax Code Field

The platform introduces a new Tax Code field in Price List Items for tax management. When Taxable? is set to true, the system requires the Tax Code field.

For more information, see Conga Developer Portal.

Cart API: Multi-tier Cart Collaboration Request

You can use the Cart API to create multi-tier cart collaboration requests to assign the owner (user or queue), set collaboration type, priority, dates, and custom fields, and optionally apply a different price list. When you create a request, CPQ clones a child cart with selected fields, updates the product configuration status to In Collaboration, blocks finalization or approval while collaboration is open, and sends email notifications to the assigned collaborator.

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