Approval Trigger for Non-Pricing Fields in Pricing Engine

The Pricing Engine now triggers approval when non-pricing fields are included in the approval criteria during setup, enabling administrators to configure approvals based on custom cart or line item fields. The approval status updates accordingly, allowing submission for approval when these criteria are met.

Post-Pricing Evaluation of Field Expressions for Line Items

Administrators can enable post-pricing evaluation of field expressions for line items using Product Scope, Product Group Scope, and Attribute-associated expressions. The pricing engine updates line item fields and attributes based on defined condition and value expressions after the totalling stage.

Enhancement in Asset Filter Expression Logic

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.

Create Quote Message Update

When you initiate the quote creation process, the system now displays the message 'Please wait while your Quote is being created.' This message remains visible until the user is redirected to the newly created quote page. This enhancement improves user experience by clearly indicating that the quote creation is in progress, reducing uncertainty during the loading period.

Linenumbers API: Sort Parameter Support

The Linenumbers API now supports a sort parameter, enabling ordered display of line items based on specified fields in both default and groupBy views. Line numbers within each group are maintained according to the sort keys provided in the API request.

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

Admin API: List Price Programs Rules and Entries

Administrators can now use the Admin API to view all Price Programs and their rules associated with specific Agreements and Quotes. The API provides key details such as name, status, effective dates, and terms, with global listing, filtering, and search options consistent with rebate listings.

{{GET /price-programs/{ParentId}/rules}}{{GET /price-program-rules/{ParentId}/entries}}

For more information, see Conga Developer Portal.

Enhancement to Update Quote Stage on Document Generation

Automatically update the Quote Stage to Generated when a proposal document is generated, based on the selected checkbox. Display an info message to indicate the stage change, and control the visibility of the Generate action using UI visibility rules for relevant Quote Stages.

For more information, see Generating Quotes.

Line Item Approvals Triggered by Summary Group Adjustments

Applying adjustments at the Summary Group level now triggers line item-level approvals if approval criteria are met, and displays the “Submit for Approval” button on the Cart Grid. Finalizing the cart requires approval status when such adjustments impact line items.

Rebate Adjustments for Bundle-Exclusive Charges via API

Administrator can now display and apply rebate program adjustments for charge lines that are exclusive to bundles, even when no associated options exist. Rebate amounts roll up to summary lines and are reflected in the waterfall display and cart status API response, ensuring accurate rebate totals for bundle-exclusive charges.

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

Validation of Translation for Error Messages During Renewals

This release introduces an updated version of translations of error messages displayed during renewals. The enhancement allows accurate multilingual content display while performing the renewal operation. Administrators can now verify translation integrity across the operations improving consistency and reliability for global users.

Purchase Identifier on Cart Line Item during Asset Operations

The Purchase Identifier (PI) value from the quote is displayed on all cart line items during the asset-based operations. If an asset has PI value, then user is restricted from updating the PI value on all primary asset lines. However, If the PI value on primary line of a bundle is updated, then the value is copied till sub bundle options and rolled up lines during new sale. Assets with blank PI values inherit the quote's PI value, while assets with existing PI values remain unchanged.

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

Admin API: List and Delete Price Programs

Administrators can now use the Incentives Admin APIs to view, filter, and search all Price Programs associated with Agreements and Quotes. The API also supports deleting individual or multiple Price Programs, maintaining data integrity across related business objects.

GET /price-programs

DELETE /price-programs

DELETE /price-programs/{Id}

For more information, see Conga Developer Portal.

Create and Update “For Every X Get Y” Price Programs via API

Administrators can now create and update For Every X Get Y Price Programs using the Admin API. The API supports validation, maintains relational integrity, and ensures consistency with Promotion APIs, enabling automated workflows and bulk management of price programs.

POST /price-programs

PATCH /price-programs

For more information, see Conga Developer Portal.

Hide Bundle Structure Preview in Catalog

Administrator can use the HideBundleStructurePreviewInCatalog parameter in configsystemproperties API to control the visibility of bundle structure previews for end users. Enable this boolean setting to hide the bundle preview in the catalog when the user tries to view the product information modal.

GET: /api/revenue-admin/v1/flows/system/settings/configsystemproperties

For more information, see Conga Developer Portal.

Bundle-Option Ramp Cancellation Handling with ROR

When an option is cancelled during a Bundle-Option Ramp scenario with ROR=True and RenewOneRampWithTotalSellingTerm enabled, the total selling term resets to 1 and the Start and End dates revert to the asset's original dates. This update impacts data calculation in the Cart/Pricing Engine after cancellation, ensuring asset date alignment for cancelled options.

Product Information Schema: External Facing Field

The schema has been enhanced with a new boolean field, External Facing, to allow administrators to control the visibility of collateral in the runtime UI. This field defaults to false and determines whether specific documentation is displayed to end users based on its value.

Rebate API: Dynamic Scope and Benefit Definition Using Adhoc Groups

Rebate API now supports defining rebate scope and benefit recipients using dynamically created Adhoc Groups, along with existing parameters such as Product, Product Family, and Product Group. You can combine multiple parameters with AND logic and use the IN operator for Adhoc Groups to create flexible, runtime-defined rebate programs.

For more information, see Conga Developer Portal.

Cart Page: Introducing Alerts section for Error Messages

A new Alerts section is added on the cart page to display an error icon and message count for rule or system failures. This allows you to access a side panel to view all alerts, including errors, warnings, and success messages, ordered by recency, with adjustable panel height and scroll bar for multiple messages. This feature enables sales representatives and administrators to promptly identify and address configuration or system issues during cart operations.

For more information, see Working with the cart page.

Simplified Configuration Layout for Attributes

You can now view a simplified configuration modal for non-complex products that displays product details, price summary, and attribute groups with selectable attributes. The modal supports key settings such as hiding price columns, showing bundle details, excluding optional products, and applying CSS overrides, along with save, update, and close actions.

Displaying Dimension Names in Usage Price Tiers Grid

The Usage Price Tiers grid now displays actual Dimension names as column headers instead of generic labels. The system fetches and passes Dimension names to the Pricing API, supporting translations and correctly reflecting each Dimension Type for accurate data entry and visibility.

Refine Search API: Introducing Remove Empty Search Filter Values Flag

A new flag, RemoveEmptySearchFilterValues, is introduced to enhance refine search. This enhancement allows you to hide category values with a product count of zero from search results. This update reduces redundant filter fields and aligns displayed facets with available products for each category. Administrators can use this feature to enhance search result relevance for end-users.

To achieve this, you must invoke the Update Custom Settings associated with flow API passing the required value to the flag RemoveEmptySearchFilterValues.

For more information, see Refine your search and Administration APIs in Conga Developer portal.

Bundle+Option Rollup Methods for Total Level Waterfall via API

Administrators can now use Bundle+Option rollup methods in the waterfall APIs to calculate and display combined bundle and option price impacts at each price point. The APIs provide a consolidated waterfall summary, cascading net adjustments and net prices to all contributing bundle and option line items.

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.

Submit Ondemand Renewal Job Button on Account Page

On the Account detail page, 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 Accounts 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 Auto.

For more information see, Assets and Managing Accounts.

RLP CPQ Runtime API – Cart Line Group Association

The Cart API now supports adding new products to existing groups or updating cart lines to associate with different groups within the same cart. Assign or reassign cart lines, including bundles and their related charges, to groups by specifying primary line IDs, group IDs, and sequence, with a maximum of 100 groups per cart; operations exceeding this limit return an exception without partial updates. The API provides updated group summaries, maintains sequence order, and supports bulk assignment or removal of cart lines in a single call. To achieve this, invoke create ad-hoc group API to create an ad-hoc group and update lineitems API to assiciate lineitems with adhoc group.

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