Improvements in Quote-to-Contract Integration Capability

• Enhancements in Quote-to-Contract Integration: You can now create one or more contracts from a quote at any stage of the quote lifecycle. When the "Create Contract" action is triggered, contract with agreement line items (if cart is finalized) is created.All matching fields?including custom and new out-of-the-box fields?between quote and contract objects based on API name are copied.Multiple agreements can be generated from the same quote, and contract line creation supports both synchronous and asynchronous flows depending on the QuoteToContractThreshold setting. Contract can be created irrespective of the status of the cart. However if cart is not finalized, then agreement line items are not generated. For more information, see Creating a Contract.
• Synchronous and Asynchronous Contract Creation: You can control whether contract lines are created synchronously or asynchronously when you convert a quote to a contract. You can set the QuoteToContractThreshold feature setting to define the quote size at which contract lines are created asynchronously. For more information on creating contract from a quote, see Quote APIs on Conga Developer Portal.

Rebate Adjustments for Bundle-Exclusive Charges via API

This enhancement provides sales representatives with early visibility into rebate program impact by displaying estimated rebate values directly in the price waterfall as post-invoice adjustments. It calculates and presents the projected financial impact of all applicable rebate programs before quote finalization, helping sales reps make informed decisions, understand the true net customer cost, and proactively seek approval for high-value rebate combinations when needed.

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

Conga CPQ for Microsoft Dynamics 365- Workato Integration

You can use a Workato-based integration between Microsoft Dynamics and Conga CPQ to create quotes in Microsoft Dynamics 365 without switching systems. It accelerates quote cycle times by eliminating context-switching between systems. Sales teams can generate quotes faster with streamlined quote initiation from opportunity records, reducing manual data entry errors. The integration also improves user adoption by keeping teams in their primary workflow environment while accessing enterprise Conga CPQ capabilities.

• Templatized Conga CPQ Workato connector for multiple tenants/environments: You can configure the Conga CPQ Workato connector with parameterized connection settings so you can easily target different tenants or environments (such as dev, test, and production) without rebuilding your recipes.
• Workato recipe to create quotes on Conga Platform from Dynamics: You can use a Workato recipe to create quotes on the Conga Platform directly from your Dynamics data, so you avoid re-entering quote information and follow a consistent, automated create-quote flow.

For more information, see Conga CPQ and Dynamics 365 integration using Workato and Create Conga Quotes in Dynamics 365.

Mass Price Ramps for Selected Cart Line Items

You can create Mass Price Ramps for selected cart line items instead of applying them to the entire cart. The system retains and displays the last saved ramp data, automatically updates ramp dates when cart details change, and refreshes related pricing fields and calculations across bundles and options.

For more information, see Creating Mass Price Ramp.

Admin Controls for Assets: Multi-Field Grouping and Total?Term Ramp Renewals

Introduce the Group By Fields setting under Global Settings > Assets > General Settings, allowing administrators to specify multiple asset line item fields for grouping views on the Installed Products page.Introduce the ‘RenewOneRampWithTotalSellingTerm’ global setting under Assets ? Renew, enabling renewal of the last ramp line using the total selling term across all ramp lines when Renew One Ramp is active. For more information, see Assets

Visualization Integration Enablement

• Visualization Eligibility Control at Product Level: You can control whether a product supports visualization using the new Allow Visualization field on the product object. This field determines visualization availability in the Admin UI and at runtime and defaults to False. For more information, see Creating a product.
• RenderDraw Integration in Platform Setup: The RenderDraw integration is available by default on the Platform Integrations page. You can enable and configure access to support third-party visualization tools.

Set Line Item Fields via Constraint Rules

• Set Line Item Fields After Rule-Based Product Inclusion: You can automatically set an eligible line item field, such as quantity, when the rule engine includes a product through constraint rules. The feature supports both primary lines and options, allows one action expression per rule, and restricts unsupported field types including lookup, formula, identifier, system, pricing, and category-related fields.For more information, see Creating a Constraint Rule Action.
• Admin UI Support for Setting Line Item Fields: You can define inclusion-type constraint rules in the Admin UI to set a single line item field when a product is auto-included. This supports a single product scope and applies only to supported field types.For more information, see Creating a Constraint Rule Action.
• Admin API Support for Setting Line Item Fields: You can use the ConstraintRuleActionExpression APIs to define rules that set a line item field after a product is automatically included. The APIs support primary lines and options, allow updating one eligible field per action, and exclude lookup, formula, system, identifier, and non-overwritable pricing or category fields.For more information, see Conga Developer Portal.
• System-Level Control for Configuration Rules: You can disable all constraint rules in an environment using the Disable Configuration Rules system setting. This also skips bundle structure expressions such as minimum, maximum, and total quantity.

Improvements on Installed Products Page: Custom View, Filtering and PI Field Control on CLI

• Custom View on Installed Products Page: You can now customize the Installed Products page by creating and saving views with your preferred columns, including support for custom fields. Grouping options are determined by the fields selected under Global Settings > Assets > Group By Fields. When saving a view, duplicate names are checked, and an appropriate error message is displayed if needed. All customised views are private by default. Administrators can make them public through Flow Settings > Asset Page > Asset Views. For more information, see Assets and Manage Group by View for Installed Products Page.
• Filtering Support on Custom View on Installed Products page: On the Installed Products page, you can modify a custom view and apply filters using the Advanced Search feature. These filters are saved as part of the view. When you navigate to the Installed Products page from elsewhere and select that custom view, the information displayed reflects the filters you previously applied. The advanced filter on the Installed Products page now supports complex filter associations with automatic expression updates, enabling the use of both AND and OR operators when managing criteria. Deleting any filter criteria resets all remaining criteria to use the AND operator, while adding new criteria appends an AND operator at the end. This allows you to refine asset views with advanced filter logic. For more information, see Installed Products Page.
• 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.

Save Cart Views with Predefined Sort Orders

You can sort cart line items based on any supported line item field (for example, price, location, or quantity). This sorting is available through APIs and in the cart UI, so you can both programmatically and visually organize your quote lines. You can also save a cart view with a predefined sort order, allowing you to quickly reapply your preferred sorting and reduce the time you spend scanning unordered line items in complex quotes.

For more information, see Working with the cart page.

Support for Ramp Line Split using API

Splitting of ramp lines within an existing date range during new sale and Change operation is supported using API. You can split any ramp line into multiple ramp lines within its date range. You must provide quantity and price changes manually. This is supported for Standalone and Bundle products during new sale and ABO change operation. For more information, see Asset Change Operation.

Import and export cart line items using spreadsheets

The Import and export cart lines feature enables you:

• Export selected or all cart line items from a quote to a spreadsheet format to review and update large volumes of data outside the application.
• Import updated cart line items from a spreadsheet back into the quote to apply bulk changes without manually editing each line.
• Use display action settings for import and export actions. This enables you to control when and where these options are available in your cart workflows.
• Work with advanced import and export API use cases so that you can support complex quote scenarios and integrations programmatically.
• Rely on server-side validation during cart line import so that lookup fields are not partially created when an ID is missing or null, helping you maintain clean and consistent quote data.

For more information, see Import and Export Cart Lines.

Product Collateral and Bundle Visibility

CPQ administrators can display external-facing product collateral directly in the catalog. When collateral is associated with a product and marked as ExternalFacing, it appears in a new Collateral section in the product information page with key details and actions like download, open link, or copy. If no eligible collateral exists, the modal indicates that no additional collateral is available.

CPQ administrators can also control the visibility of bundle structure details using the Hide Bundle Structure Preview in Catalog flow setting (or HideBundleStructurePreviewInCatalog parameter). When disabled (default), users see bundle structure details and default option indicators across the Product Summary, Configuration, and Cart pages. When enabled, the bundle structure preview is hidden to simplify the catalog experience.

For more information, see Associating Collateral with a Product and Preview Product Details in the Catalog.

Pricing, Contract, and Approval Enhancements

• Contract Price List Creation from Quote Intent: You can automatically create a Contract Price List when the Quote Intent is set to Price Agreement or Contract. On quote acceptance, the system generates a Contract Price List of type Contract, assigns the Quote ID as the Contract Number, and applies the final Net Price per unit as the Contract Price. For more information, see Automated Contract Price List Generation.
• Pricing and Quantity Consistency Improvements: The system ensures consistent pricing behavior through multiple enhancements, including cascading quantity updates from bundle ramp lines to option ramp lines during repricing, defaulting the Pricing Term to 1 for all cart line items, and retaining exact quantity and configuration when cloning cart line items. Quantity now defaults to 1 when derived from a null product attribute, with negative values supported at the API level. For more information, see Reprice cart items API and Clone cart line items API in the Conga Developer Portal.
• Usage Price Tier and Dimension Enhancements: Usage Price Tiers now display actual Dimension names instead of generic labels and support editable Adjustment Type and Adjustment Amount columns when enabled. These improvements apply across the UI and Cart APIs, improving clarity and data accuracy for usage-based pricing. For more information, see Usage Tiers APIs in the Conga Developer Portal.
• Approval Enforcement and Triggers: The system blocks approval submission when cart line items have incomplete pricing data. Approvals are now triggered when summary group adjustments impact line items and when non-pricing fields are included in approval criteria, ensuring approvals reflect all relevant pricing and configuration changes.
• Cart and Promotion Behavior Updates: The system hides the Apply Promotions On Total button when the cart has no line items to prevent invalid promotion actions. It also correctly rolls up the IsTaxable field for option rollup lines based on contributing option values.

SaaS Revenue Metrics Support for ARR Calculation for Standalone and Bundle Products

Introduced support for core SaaS revenue metric, Annual Recurring Revenue (ARR), for subscription-based deals.

Annual Recurring Revenue (ARR) for standalone, bundle, and option products is calculated using the formula ARR = MRR *12 or (Net Price/Total Selling Term) *12, where the frequency of the term is monthly. The existing “Asset ARR” field is used of asset line items and the ARR is recalculated after any pricing or term change, supporting all charge types, ramp lines, and product types. ARR is not calculated for one-time lines, which display a value of zero. For more information, see Annual Recurring Revenue.

Advanced Rebate Program Configuration

• Multi-Condition Rebate Program CreationYou can create rebate programs with multiple condition groups using AND/OR logic across product hierarchies and line item fields. Each condition defines its own scope, criteria, and aggregation and applies to Buy X Get Y rebates.For more information, see Defining Criteria for a Rebate.
• Multi-Condition Rebate Support in Admin UIYou can configure multi-condition rebate programs in the Admin UI with preserved condition order and advanced logic support. This feature is available for Buy X Get Y rebates and is controlled by a feature flag.For more information, see Defining Scope for a Rebate.
• Multi-Condition Rebate Support via APIsYou can use the Incentive Conditions APIs to create and manage rebate programs with multiple condition groups. The APIs support advanced AND/OR logic across products and criteria without UI limitations.For more information, see Conga Developer Portal.
• Dynamic Rebate Scope and Benefits Using Adhoc GroupsYou can define rebate scope and benefit recipients using Adhoc Groups with Product, Product Family, and Product Group. The system applies AND logic across all parameters to support runtime-defined rebate programs.For more information, see Rebates APIs in the Conga Developer Portal.
• Admin UI Support for Adhoc Group-Based RebatesYou can enable Adhoc Groups in the Admin UI through system properties and use them for scope and benefit selection in cart-based flows only. This capability does not support multi-condition rebates.For more information, see Defining Scope for a Rebate and Defining Benefits for a Rebate.
• API Enhancements for Rebate Eligibility EvaluationThe Rebate APIs and Get Rebate API support Adhoc Groups and runtime product groups for precise eligibility and benefit evaluation. Bundle and option rebates apply only when explicitly eligible.For more information, see Conga Developer Portal.

Locale Translation Support for Japanese and Chinese

CPQ now provides a translation support for Japanese and Chinese locale. It supports on the static labels, schema fields, dependent picklists, and API messages in the Admin UI, new fields, and picklist values.

Configuration, Pricing, and Cart Experience Improvements

• Enhanced config page experience across bundles, options, and legacy migrated carts. The config status now triggers correctly, options hide as expected (including picklist groups), and Config Pending icons only appear when they are actually needed.
• Ability to control and clarity in Pricing: validation errors are cleared correctly when they removed using Display Action Callbacks.
• Enhanced cloing feature clones quote more reliable with configuration errors, backed by automation that continuously validates this behavior.

Long Term Deal Negotiation

• Price Program Authoring and Management in Admin UI: You can create, view, update, delete, and clone Price Programs directly in the Admin UI, aligned with existing Rebate workflows. The UI supports multiple incentive types, tiered benefits with Set Max, cloning from Agreement, Quote, or global contexts, and centralized listing with search, filter, bulk actions, and consistent navigation. For more information, see Create Price Program, Defining Benefits, and Cloning a Price Program.
• Price Program Admin and Association APIs: New and enhanced Admin APIs let you create, update, list, and associate Price Programs programmatically. The APIs expose the full program hierarchy, support bulk operations, and enable listing of programs, rules, rule entries, and business object associations. For more information, see Conga Developer Portal.
• Applying Price Programs in Pricing and Cart APIs: Associated Price Programs are automatically applied during pricing through the Pricing API, Cart API, and Pricing Integration. Programs are always auto-applied, support percentage, fixed, and tiered discounts, participate in pricing waterfalls, and roll up correctly across option, bundle, and summary lines. For more information, see Pricing and Associations APIs in the Conga Developer Portal.
• Sequencing and Interaction with Promotions: The system applies all Price Programs before Promotions to ensure consistent and deterministic pricing outcomes. Multiple Price Programs can apply to the same line item based on configuration and association order.
• Incentive Configuration and UI Enhancements: Shared enhancements across Price Programs, Rebates, and Promotions include mandatory sequencing for tiered rules, support for zero-value tiers, improved expression builder field support, and localized currency formatting in incentive listings.
• Selecting Formula Fields in Price Dimension Expression Builder: The Expression Builder in the Price Dimension configuration now displays formula fields from related lookup objects when Context Type is set to Custom. Administrators can select standard, custom, and formula fields retrieved via the metadata API directly in the UI to define price dimension expressions. For more information, see Creating a Price Dimension.
• Associating Rebate Programs to Quotes: You can associate a pre-defined or cloned rebate program directly to a quote from the quote page without creating a cart. This option provides access to available rebate programs and maintains the same behavior as cart-based rebate program association. For more information, see Rebates in Viewing Quote Details.
• Managing Rebate Programs on Agreements: You can create, view, and manage rebate programs directly from the Agreement page using the Conga Platform Rebate UI. The system automatically associates new or cloned rebate programs with agreements, supports all rebate program types, and lets administrators disassociate programs without deleting the rebate program records.
• Viewing Associated Rebate Programs on Agreements: You can view and manage associated rebate programs from the Agreement left panel using search, filters, and bulk actions. You can open rebate program details from the program name and use the Show Fetch Rebate Programs setting to associate or clone global rebate programs. Administrators control this behavior through the Show Fetch Rebate Programs flag in General Global Settings.

Storing Transactional Pricing Data

CPQ saves price waterfall transaction details as JSON in the AppliedPriceWaterfall schema when the cart is finalized.Administrators can control this behavior using feature flags, with no impact on performance or existing data, and can extract the data later for custom reporting.

Technical Enhancements in Config Engine

• Cart API Callback User Context: Cart API callbacks reflect the user who performs the operation, ensuring consistent behavior and accurate permission checks during cart updates and deletions. For more information, see Conga Developer Portal.
• Executing Rule for JSON Standalone Bundles: Administrators can bypass rule execution for standalone bundles with the JSON flag enabled, improving load times and performance for large product sets. This impacts configuration logic, as rules are not executed for JSON standalone models.
• Constraint Rule: Exclusion Action for Product Group Options: Exclusion action hides specific Product Group options in a sub-bundle when constraint rule conditions are met, allowing control of option visibility based on matching criteria within bundles and sub-bundles.

Improvements in Asset 360

• Renew Asset Group tab on Account Page: A Renew Asset Group is automatically created whenever a renewal quote is generated, either through Auto Renewal or On-Demand Renewal Quote Creation. You can view these details in the Renew Asset Group tab on the account’s detail page. For more information, see Viewing the Account Related Details.
• Submit OnDemand Renewal Job Button on Account Details Page: On the Account details page, in the Assets tab, a new button named 'Submit On-Demand Renewal Job' is introduced. On invocation of the button, the Renewal OnDemand API for on-demand renewal quote creation is triggered. A notification indicating that renewal group and renewal quote creation is in progress is displayed on the same page, with results visible in the Renew Asset Group tab. For this to work, in Global Settings > Assets, the Renewal Execution Mode must be set to On-Demand. For more information, see Viewing the Account Related Details.
• Asset Transaction History Chart: On the Asset 360 page, a new Asset Transaction History chart is introduced. This is an interactive chart to visualize transaction history. Chart is based on net price while other chart is based on quantity. The net price chart presents average net price (line) and minimum net price (bar) per day, while the Quantity chart shows the latest quantity value (line) and minimum quantity (bar) for each transaction date. For more information, see Viewing Asset Related Details.

Improvements to Quotes Lifecycle Process

• Enhanced Send for Review experience in the CPQ Web UI to streamline quote review and improve usability. For more information see, Sending a Quote for Review.
• Improved Send for Signature flow to make collecting electronic signatures more efficient and reliable. For more information, see Sending Documents for eSignature.
• Introduced a default email template to provide consistent, ready?to?use messaging when sending quotes for review or signature.
• Streamlined document management by introducing Document Type field that allows users to easily categorize uploads, ensuring the correct files are identified and selected during review and e-signature workflows.

Flexible Product Configuration Layouts

• Custom Configuration Layout via URL: You can load a custom configuration page in an iFrame by configuring CustomConfigurationUrl in system properties. This allows integration with external configurators.For more information, see *U*pdate custom settings associated with a flow API.
• Configuration Layout Selection in Admin UI: You can define the configuration layout per product using the Layout field, choosing Standard Full Page, Simple Modal Window, or a custom URL. The system shows a validation warning when the Simple layout is selected for products with more than five attribute or option groups.For more information, see Editing the Product Configuration Layout.
• Simple Configuration Layout for Non-Complex Products: You can use a simple configuration modal for non-complex products from the mini cart, cart, or catalog. The modal displays product details, pricing, attributes, and options, and supports validation with save, update, and close actions.
• Simplified Attribute Configuration Modal: You can configure a simplified modal for attributes that shows product details, pricing, and attribute groups with selectable values. The layout supports display controls, bundle visibility, optional product exclusions, CSS overrides, and standard save actions.
• Configuration Layout Support in APIs: The selected configuration layout is included in product-related API responses to support tailored configuration experiences across integrations.

Enhancements for Asset-Based ordering

• Introduced MaxRenewalLineItemPerCart API: Renewal processing now supports bulk renewal quote generation at scale (up to 500 line items) by allowing administrators to define a “Maximum Renewal Line Item per Cart” threshold in the API so that large renewal workloads are split into multiple quotes while preserving bundle structures and charge types.
• Generate Renewal Quotes Based on Product Lead Time: This enhancement introduces the ability to generate renewal quotes using On-Demand Execution mode based on product-level lead time. You have the option to eliminate the account IDs or use selected IDs. The new field “Renewal Lead Time” on the Product object accepts numeric values. During On-Demand execution, the products matching the specified lead time are identified. Associated assets across all accounts or specified accounts are evaluated. If an asset’s end date falls within the defined lead time, a Renewal Quote is generated for each account containing that asset. For more information, see Renewal Settings.
• Support for Custom View on Installed Products Page: You can now customize the Installed Products page by selecting columns, creating and saving views, and setting a default view. Grouping options such as Location or Purchase Identifier are supported. Default view settings and duplicate names are validated and an appropriate error message is displayed. All views are private by default but can be made public by an administrator from the Assets page. For more information see Installed Products Page.
• Enhancement on Installed Products Page: You can group the data for currency fields, custom fields, and custom currency fields using the GroupBy fields API. Also you can group the summary with fields like Quantity, Purchase ID or with lookup fields like Location using the group summary API to customize the column display.
• Support for Default Values in Global Settings for Assets: The 'End Date Preferences For Change Quantity', 'Default Co-term Option for Change:Quantity', 'End Date Preferences For Renewals', and 'Default Renewal End Date option' have default value set to “Retain Current Asset End Date”. For more information, see Assets.
• Validation of Translation for Error Messages: This release includes improved translations of application error messages, ensuring they are accurately displayed based on the user's locale settings.

Commerce Collaboration

• Enabling Real-Time Collaboration: Collaborative Commerce enables real-time quote collaboration between internal Sales Reps and external Buyers and Partners across CPQ Web UI, Digital Commerce, and Partner Commerce.
• Collaborating with Sales Teams: Sales Reps can share quotes with Buyers, Partners, and internal team members. Access levels include view-only, limited edits (quantity or term changes), and full cart editing. For more information, see Sharing a Quote with a Buyer and Sharing a Quote with a Partner in CPQ for Advantage Platform.
• Reviewing and Editing Quotes as a Buyer: Buyers can review shared quotes with permissions ranging from view-only (Accept/Reject) to full cart edits. Guest Buyers can securely access shared quotes without logging in. Buyer actions sync back to CPQ to support approvals and ordering. For more information, see Collaborating on Quote Reviews in Digital Commerce.
• Collaborating as a PartnerPartners can collaborate on shared quotes with view-only, limited edit, or full cart edit capabilities. Partner updates and decisions are reflected in CPQ for review and finalization. For more information, see Collaborating on Quote Reviews in Partner Commerce.
• Commenting and Tracking Collaboration History: A unified comments experience enables threaded discussions across channels and provides an auditable collaboration history for each quote.

Deal Guidance and Rebate Stability Improvements

• Deal Guidance UI Enhancements: The Deal Guidance pop-up now displays currency symbols or codes with correct field precision for all price bands, matching the cart page format. A confirmation dialog is also shown when deleting one or more rule entries to prevent accidental removals.
• Rebate API Validation Improvements: Rebates APIs now block rebate assignment when BenefitType changes cause inconsistent RuleEntry data. This prevents runtime errors during cart operations and ensures stable rebate processing. For more information, see Rebates APIs in the Conga Developer Portal.

New CPQ Report: Net Price Evaluation Report

The new Net Price Evaluation Report provides detailed pricing and waterfall data within CPQ. The report provides visibility into pricing calculations and adjustments for analysis and auditing purposes.

Incentive Management, Rebate Calculation, and Waterfall Enhancements

• Incentive Program Configuration via Admin API: You can update incentive settings such as RateTableTierType and MetricValueSource for Rebates, Price Programs, and Promotions using Admin APIs. The system applies changes dynamically and recalculates cart values without requiring program recreation. For more information, see Incentive Admin APIs in the Conga Developer Portal.
• Rebate Calculation Enhancements Across Bundle and Option Waterfalls: Rebate calculations now fully integrate with Bundle + Option and traditional waterfalls by introducing a Net After Rebate price point. Option-level rebates roll up to bundles, parent-line rebates aggregate to cart totals, and rebate adjustments remain non-editable to prevent double application. For more information, see Get summary group associated price waterfall detail and Get summary group associated price waterfall detail by chart ID APIs in Conga Developer Portal.
• Waterfall API Enhancements and Rollup Support: The Waterfall APIs now support Bundle + Option rollup methods, total- and summary-level waterfall views, contract price adjustments, and non-consecutive sequence handling. These updates provide accurate aggregation, consistent ordering, and clearer visibility into pricing impacts across all levels. For more information, see Conga Developer Portal.
• Rebate and Incentive Data Integrity Improvements: The system enforces stricter validation by restricting supported rebate adjustment types and automatically removing incentive association records when a Quote is deleted. These changes improve data integrity while keeping incentive programs reusable. For more information, see Create rebate rule entries API in Conga Developer Portal.
• Rebate Program Visibility on Quotes: You can define, associate, and list rebate programs directly on the Quote page, with visibility into key details such as status, type, description, and audit information, aligned with the cart experience. For more information, see Viewing Quote Details topic in CPQ for Users.

Field Change History Tracking Feature

Field Change Tracking enables you to audit and analyze updates made to critical transactional and master data fields (for example, discount, cost, list price, status, owner, selling term, quote expiry date). The system now records original and modified field values along with timestamps and the user (where applicable), and exposes this information through a searchable, filterable change log and API. Users can filter changes by field, date range, and other criteria, while administrators can configure which fields they want to track. For more information, see Viewing Field Change History Details for Quotes, History Details for Line Items, History Details for Products, and History Details for Price List Items.

Ad-hoc Grouping for Cart Lines

Ad-hoc Grouping in the CPQ cart allows sales representatives to organize cart lines into custom, named groups that reflect their deal structure. Sales representatives can add, remove, and reorder lines or entire groups using drag-and-drop, view automatic group subtotals, and apply group-level discounts or markups with real-time recalculation. All group configurations and pricing adjustments are saved with the cart for consistent quote management.

For more information, see Cart Ad?hoc groups for organizing cart lines.

Cart Service Integration: Cart Adhoc Grouping and Reordering

You can create and manage adhoc groups in the Cart UI. This enhancement enables you:

• Create and manage adhoc groups: You can create one or more groups in the cart using the Manage Groups action, name or rename them, and have those group definitions persist so that when you return to the cart, your group structure is intact. If you delete a group, its lines automatically move back to the ungrouped section.
• Add, remove, and move cart lines between groups: You can add cart lines to groups, remove lines from groups, and move primary lines (with their related option and charge lines) from one group to another through a drag-and-drop UI. This lets you visually reorganize your quote structure without losing line relationships.
• Reorder groups and lines to control presentation order: You can reorder entire groups and also re-sequence primary cart lines within a group using a dedicated re?sequencing view. The system updates line numbers accordingly and preserves this order so your output documents reflect the same grouping and sequence you define in the cart.