Digital Sales Room (DSR) Storefront

• Digital Sales Room (DSR) Template: Digital Sales Room (DSR) template is now available in Ecom built on the DC SDK and extensibility framework. DSR provides a collaboration-focused experience with features such as quote view, line item updates (permission-based), quote acceptance or rejection, and comments, while restricting access to orders, payments, taxes, account switching, and full catalog browsing outside quote context. The template enforces a fixed storefront name, hides specific filters and functionalities, and allows quote access only via a secure email link.For more information, see Digital Sales Room (DSR) topic and its child pages.
• Dynamic Price List Derivation from Quote in DSR: Digital Sales Room (DSR) now derives the price list dynamically from the quote during catalog and pricing load, removing the need for a static storefront association. Each quote enforces a single price list, and this change does not impact existing E-Commerce or Partner Commerce storefront behavior.
• Automatic DSR Provisioning: Digital Sales Room (DSR) is now automatically provisioned in Ecom storefront during organization setup. This removes the need for manual configuration and ensures faster setup. Administrators can extend DSR functionality using the SDK as needed.
• Storefront Selection Automation in Quote Sharing: The Storefront Name field is now hidden from the Share with Buyer pages in the Quote, preventing manual Storefront selection. The first available Storefront based on the Channel Type—"E-Commerce" for buyers is selected to generate the Quote URL. If no Storefront is configured for the selected Channel Type, an error message is displayed and quote sharing is blocked.For more information, see Sharing a Quote with a Buyer.

Payment and Tax Integration API and Settings Enhancements

Introduced enhancements for tax calculation, payment integration, checkout configuration, and tax management APIs in Digital Commerce.

• Real-Time Tax Calculation and Tax StorageThe system now supports real-time tax calculation by using Avalara APIs and customer shipping and billing addresses across multiple jurisdictions. Tax calculation uses the billing address when the shipping and billing addresses are the same and runs only when the Calculate Tax button is selected.The system displays tax amount details in quote and order summaries and preserves tax information after order completion. Tax recalculation is also supported when cart modifications occur, including line item deletion.
• Tax Breakup and Tax Code API SupportThe POST {{/api/cart/v1/carts/{cartId}/tax-breakups}} API now supports storing and managing tax breakups for cart line items. The platform also introduces REST APIs to create, retrieve, update, and delete Tax Codes and Tax Code lists.Both Name and Code fields are mandatory for Tax Code creation. The Admin UI centralizes Tax Code management, making Tax Codes available for downstream pricing and billing processes. The Price List Item object now requires a Tax Code when the item is marked as taxable.
• Payment and Tax Integration Settings Enhancements: Payment and Tax Integration settings are now available under CPQ Settings for improved organization and flow-level configuration support. Administrators can enable or disable tax and payment integrations for System Flows and Custom Flows by using the EnableTaxIntegration and EnablePaymentIntegration settings, which are disabled by default.The UI reflects the enabled state for each flow and supports override settings for both payment and tax configurations.
• Checkout Flow and Adjustment Handling Enhancements: The checkout flow now includes a stepper-based interface that displays line item details and supports flexible navigation and payment options. The system also dynamically controls adjustment fields by using the AllowManualAdjustment API field.
• Advance Payment and Accept Quote API Enhancements: The platform now supports advance payment scenarios through new payment amount and payment currency fields in the ObjectDB table.The Accept Quote API now supports overriding order fields during order creation. Administrators can configure which fields are eligible for override, while existing integrations continue to work without changes unless override fields are specified.

For more information, see:

• Digital Commerce Orders Management
• Calculating Tax for Quote
• Editing a Flow

Quote Collaboration and Comments Management Enhancements

Introduced enhancements for quote collaboration, comment management, notifications, and collaboration status synchronization across CPQ and Digital Commerce.

• Quote Sharing and Collaboration Enhancements: The system now requires cart finalization before sharing a quote with a buyer or partner. When sharing with a buyer, primary contact information is mandatory, while it remains optional for partner sharing. The Recipients field remains empty for both sharing options.For more information, see Share Quote with Buyer and Partner.
• Quote User Information and Field Mapping Enhancements: Quotes now support additional user information fields, including Owner, Requester, and Partner. The Owner field is automatically populated with the sales user name, while the Requester field identifies the user requesting the quote. The Partner field supports contacts associated with Partner Accounts.Digital Commerce also standardizes field mapping for Sales User, Partner User, and Customer User across direct, partner, and e-commerce transactions. The system derives the Owner from the Account Owner or the storefront-level Default Sales User and captures the external user as the Requester. For E-Commerce, the Quick Quote popup removes Amount, ABO Type, Discount (%), Auto Activate Order, and Requester fields, while the Source Channel field is read-only with a default value of E-Commerce. For more information, see Creating a Quote.
• Comments and Note Management Enhancements: The Comments feature now supports Internal and External visibility controls across CPQ, DC UI, and Web UI. Users can add multiple recipients and mentions, filter comments by type, and view comment details such as commenter name, recipients, date, and time based on user locale.The system sends email notifications to quote owners and tagged recipients when comments are added to quotes or orders. Notifications include comment details, author information, related entity references, timestamps, and direct links to the related quote or order. Comment authors do not receive notifications for their own comments.The Note APIs now support NoteType, Recipients, and Mentions fields. The notetype field accepts all allowed platform picklist values without additional validation. The usertype parameter is automatically derived from the current user context for GET operations, while Create requests continue to support Internal and InternalExternal values.Comment deletion is restricted to the comment creator, and internal comments remain hidden from guest users. Existing notes and integrations remain unaffected.For guest user support, administrators must configure guest access settings for the Note APIs and provide write access to the Note object.For more information, see Setting up a Guest User and Conga Developer Portal.
• Collaboration Request Status Synchronization: The system now automatically synchronizes Collaboration Request status updates with Quote status changes, including guest user scenarios. The Collaboration Request Status API updates Quote status when Collaboration Requests are Accepted or Rejected and supports validation, audit logging, and error handling without affecting existing integrations or workflows.For more information, see Cart APIs in Conga Developer Portal.