Charge Lines are Hidden in Cart

When you add a Bundle with options, the charge lines for options that are selected are displayed in the cart. For the options which are not selected, the charge lines are not shown in the cart.

Pricing Callback: Ability to Hide Secondary Charge Lines

When the bundle has multiple options with multiple charge lines, you can hide the secondary charge lines. To achieve this, you must enable the IsHidden flag on the Lineitem.

For more information, see Pricing Callback Class.

Cart Collaboration: Abandon Cart

When the cart is abandoned that has an open collaboration request, the system deletes the cart along with the collaboration request. Hence, the collaborator's cart gets back to its original state.

For more information, see Abandon Cart.

Support for Currency Field in the Filters

The Filters parameter in the following APIs now supports the currency of the type field. This enables you to filter the responses of the following APIs by currency of the type field when required.

{{GET /api/cart/v1/carts/{cartId}/status}}* {{GET /api/cart/v1/carts/{cartId}/items}}

Failed Renewal Quote Link is Preserved

If a Renewal Quote fails due to an error in a particular renewal group, then the configuration link and Renewal Quote link is preserved on the renewal group.

Customizing Rebate Program Name

A UI Rule can be defined on rebate benefit pages with a condition based on the Program Name, allowing program-specific views to be managed on benefit pages using the JSON editor.

Enabling Cart Collaboration on the Cart Page

You can manage the collaboration feature on the cart page using feature settings. To control the feature, you must invoke the Update Configuration API and pass the value True or False to the EnableCollaborationRequest flag.

• If you pass the value True, the cart collaboration icon is enabled for the line item, and Product Collaboration is enabled for mass collaborations.
• If you pass the value False, the cart collaboration icon is disabled for the line item, and Product Collaboration is disabled for mass collaborations.

For more information, see developer portal.

Cart Collaboration: Miscellaneous Lines

The cart collaboration icon is now automatically disabled for miscellaneous lines. If a miscellaneous line is added to the cart, CPQ disables the Product Collaboration feature to ensure it is not included in the collaboration process.

Cart Collaboration: Ability to add Auto-Include Line items

CPQ allows you to add the auto-included lines while sending the cart collaboration request. To achieve this, you must enable the EnableCollabForAutoIncludedLines flag in the config system properties by invoking the following API.

{{PUT /flows/{flowname}/settings/{settingname}}}

For more information, see Update custom settings associated with a flow.

Cart API: Support for Custom Fields in Grouping

The Get Cart Status API supports using custom fields within the grouping functionality. This allows you to organize and retrieve cart data based on custom-defined criteria.

CPQ does not support the grouping of multiple custom fields.

For more information, see Conga Developer Portal.

Support for 'Apply Adjustment to Current Contract Term' flag for Bundle-option

For a Bundle-option, you can give a deep discount to the customer where the discount is considered from either the Asset TCV or from the Contract Value, and the start date can be set from the current contract term or from the original start date of the asset. This can be done using the settings ‘Apply Adj To Current Contract Term’.

The deep discount is applied from the bundle and not from the options as the option price is already included in the bundle.

Preview and Submit Page: Ability to Select and Attach Associated Files

When you are sending a quote for approvals, you can directly select files that are associated with the quote instead of downloading them from the quote details page.

Introduction of Purchase Identifier

Each customer transaction (purchase of subscription-based products or assets) is now associated with a unique identifier called Purchase Identifier (PI). PI field is introduced on Proposal, Agreement, Order, and Asset line items. The system captures and tracks all transaction details under this unique ID.

For a new sale, the system calculates the Total Quantity of all similar assets that are purchased using the Purchase Identifier. This includes a sum of all similar assets linked to the identifier, across potentially multiple transactions.

Standalone asset with single charge type is supported for Total Quantity calculation. Note that Bundle-option and product with multiple charge types are not supported to calculate total quantity.

CPQ Shared App: Opportunities

The Opportunities feature in the Shared Apps section of the Conga Advantage Platform provides a centralized view of all opportunities associated with a specific account. This enhancement allows users to manage sales opportunities, ensuring seamless collaboration with customers. You can perform the following actions on the Opportunities page:

You can see the list of all your opportunities, all recently viewed opportunities, and all opportunities on the list page.

• On the list, you can view, search, and filter by fields such as Opportunity Name, Account, Opportunity Type, Stage, Owner, and Created Date.
• When you select an opportunity from the list, the opportunity details page displays Opportunity Details, Quotes, Contracts, and Orders.

Enhancement in Attribute-Based Constraint Rules API

Attribute-Based Constraint Rules API has the following endpoints:

• Name
• Is Active
• Rule Type
• Last Modified Date

You can search based on Name, Last Modified Date, End Date, Start Date, and Rule Type. You can sort based on Name, Is Active, Rule Type, and Last Modified Date. And also export a list of selected attribute-based constraint rules.

GET /attribute-constraint-rules/{ID}

Summary Page in Rebate

The Summary page of a rebate is now dynamic, ensuring that the fields configured in the previous steps are consistently displayed on the summary page.

Apply Promotions on Nested Bundles

"Cascade Benefits for Bundles” checkbox on the ‘Information’ page is an enhancement using which you can apply a promotion to a nested bundle as a benefit. The promotion is applied to all the options inside the bundle when the check box is selected. This is applicable for all types of Promotions.

View Asset Details for an Account

On the Accounts details page, a new tab Assets is introduced to view all the assets associated with the account. You can view the top 5 most recent records in the table on this page. The primary line for each asset is shown. Click the View All button to view the older records. Selecting an asset name navigates you to the asset details page.

Product Administration: Ability to Add Collaterals to the Product

The product details page allows you to add required collaterals such as documents, images, or other materials to the products. This feature allows you to know more details about a specific product while using it in the quote creation flow.