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.

Deleting Incentive Programs with Admin API

Administrators and API consumers can now use the following DELETE APIs to remove incentive programs, automate workflows, and run bulk operations. The API blocks deletion of programs linked to any active or inactive incentive record and returns an error.

• DELETE /incentive-programs

• DELETE /incentive-programs/{id}

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

Managing Incentive Programs with Admin APIs

You can now use new Create, Retrieve, and UpdateAPIs in the Incentive-Admin service to manage price programs as an incentive type. The APIs require the ProgramType field and support automated workflows, integrations, and bulk operations. The system deprecates Rebate endpoints, defaults them to ProgramType = Rebates, and updates all existing IncentiveProgram records to set ProgramType = Rebates where it was null.

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

System Level Setting for Disable Configuration Rules

“Disable Configuration Rules”, a system-level setting disables all constraint rules in an environment. It also skips bundle structure expressions such as Min Quantity, Max Quantity, and Total Quantity.

Initiate Quote from Dynamics via Workato

Initiate quote creation in Conga CPQ directly from a Dynamics Quote using the Workato integration. The Workato recipe triggers on the “Create Quote” button in Dynamics, passing Account, Contact, Opportunity, and custom field data?including int, decimal, picklist, multipicklist, and boolean types?to Conga CPQ via API, and redirects the user with pre-populated fields for further configuration and pricing. Picklist, multipicklist, and boolean values are synced from the Workato recipe, not from Dynamics UI values.

Enhanced Quote Read-Only Mode with Configurable Next Steps Actions

Configure granular read-only behavior for quotes and carts based on Approval Stage or Approval Status using the QuoteSettings API, allowing control over which areas become read-only while keeping the Next Steps Action Panel and related actions functional.

Administrators can tailor post-acceptance workflows, such as contract creation, without permitting quote modifications.

{
    "Category": "cpq",
    "Name": "quotesettings",
    "Value": "{\"DefaultCartApiBatchSize\":5,\"readonlyMode\":true,\"FieldName\":\"ApprovalStatus \",\"Value\":\"Approved\"}"
  }

Lookup Field Query API: ObjectDataType Property Addition

The Lookup Field Query API introduces the new ObjectDataType property in the payload, enabling accurate schema identification for object data. The property returns LineItem for cart grid lookup queries and ProductConfiguration for mass update popup lookup queries, supporting precise data handling for implementation teams.

For more information, see revenue administration APIs in Conga Developer Portal.

Apply Promotions On Total Button on Cart Grid

The “Apply Promotions On Total” button on the cart grid is hidden when the cart has no line items, preventing you from accessing promotion actions on an empty cart.

Listing Associated Rebate Programs on Agreement

You can view and manage associated rebate programs from the Agreement left panel with search, filters, and bulk actions. You can also open program details from the name and use the Show Fetch Rebate Programs setting to associate or clone global programs. Administrators can control this feature with flag “Show Fetch Rebate Programs” in General Global Settings.

For more information, see General and Associating a Rebate Program topics.

Conga CPQ Quote Data Sync to Dynamics for Opportunities

Trigger real-time synchronization of finalized Conga CPQ quote data to Dynamics Opportunity records based on user-defined approval events. All mapped quote fields are transferred, and sync errors are tracked for resolution.

New Setting in Application Settings for Assets

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. The setting is available as a boolean toggle with a default value of False.For more information, see Assets.

Listing and Defining Rebate Programs on Quote

You can now define and list rebate programs directly on the Quote page, just like in the cart. The system shows key details?Rebate Name, Type, Status, Description, and audit information?and lets you associate or fetch rebate programs based on admin settings.

For more information, see Viewing Quote Details.

New Field to Hide Bundle Structure Preview in Catalog

A new Hide Bundle Structure Preview in Catalog flow-based setting is added under Override Settings, allowing administrators to control the visibility of bundle structure previews for a product. Enable this setting to hide the bundle preview for end users when viewing product details; disable to show the preview.

For more information, see Configuring Overriding Settings.

Save Cart Views with Sorted Order

You can define and update cart views with a sorted order using the Revenue Admin API. This supports both ascending and descending sorting on available cart column fields. The API returns appropriate success or error messages based on the selected field's availability in the view.

For more information, see Administration APIs on Conga developer portal.

ARR Calculation for Standalone and Bundle Products

Calculate Annual Recurring Revenue (ARR) for standalone, bundle, and option products 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.

Example 1: New selling term is 12 months, Net Price = 1200/- and hence ARR = (1200/12) *12 = 1200

Example 2: New selling term is 18 months, Net Price = 2000/- and hence ARR = (2000/18)*12 = 1333

IsTaxable Field Rollup Logic for Option Rollup Lines

The system calculates the IsTaxable field on option rollup lines from the contributing option lines. If all values are the same, the rollup uses that value. If values differ, it takes the value of the first line.

Associating Rebate Programs on Agreement

You can now 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 as needed while keeping program records intact.

Restricting Adjustment Types in Rebate Admin API

The Rebate Admin API now allows only Discount Percentage, Discount Amount, and Weighted Average for rebate configurations. It blocks unsupported adjustment types, reducing errors and maintaining data integrity. Promotion adjustment types continue to work as before.

For more information, see Create rebate rule entries API in Conga Developer Portal.

Quantity Derivation from Product Attribute on Cart Grid

If a product attribute for quantity is null, the system defaults the line item quantity to 1. Users can update the quantity, and negative values are supported at the API level.

Config Status Trigger for Legacy Migrated Carts

The system now triggers the Config Status API when configuring legacy migrated carts for the first time, enabling correct application of PARs on the UI without requiring a page refresh. This update addresses race conditions by invoking the Get Cart Status Pool API before the Line Numbers API, ensuring pricing is completed for all cart types, including cloned and ported carts.

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.

Collaboration Request Creation for Previously Collaborated Line Items

A new collaboration request for a product line that has already completed a previous collaboration, rather than reopening or updating the closed request. The previous collaboration request remains in the system as an orphan record and cannot be reassociated with the line item, while the new request contains only the selected products for further collaboration. This feature is controlled by the IsCreateNewCRForCompletedCREnabled feature flag.

Auto-Inclusion Indicator Update on Cart Page

The cart page now displays the green checkmark icon next to the products that are auto included by the constraint rules. This update also aligns the cart page icon with the inclusion icon used on the configuration page.

For more information, see Working with the cart page.

Introduced Asset Transaction History Chart

For an asset, the Asset Transaction History Price Chart shows average net price of same day transaction and minimum to latest price value in a line chart.For more information, see Viewing Asset Related Details.

Support for Product Name Hyperlink in Quote Line Items

The Product Name hyperlink in quote line items to redirect to the product details page within Shared Apps is supported. You can review essential product information directly from the quote line item view.

For more information, see Viewing Quote Details.

Support for Updates on Renewal Fields on Asset line items

Asset line items now automatically update the Is Renewal Pending, Is Renewed, Next Renew End date, and Last Renew End date fields during manual, auto, and on-demand renewal processes for Recurring Lines.

The Is Renewal Pending and Is Renewed flags cannot be true simultaneously, and updates are applied based on renewal quote creation and order activation events.

Last Renew End date is updated only after Order activation (manual, auto/on-demand renew), else it remains blank. Next Renew End date is updated on creation of Renewal Quote with individual asset end date of Renewed lines (renewed end date).

Viewing Total-Level Waterfall via API

The “Get summary group associated price waterfall detail” API displays price waterfall charts at total and summary line levels with roll-up adjustments from contributing lines. An org-level flag controls summary line display, rule-based adjustments combine at the summary level, and manual adjustments stay with each line item.

For more information, see Get summary group associated price waterfall detail API in Conga Developer Portal.

Displaying Deal Guidance Bands for Currency

You can now see the currency symbol or code and field precision for price bands in the Deal Guidance pop-up, matching the cart page format. The currency information appears for all rows, including the “200 and above” value, giving clear context for absolute price values.