New Features

The following features are new to Conga CPQ on Conga Platform in this release.

Cart Services for Conga Platform

Implementation teams can use these APIs to build a cart as necessary to prepare a product configuration by providing relevant details. The following API enables actions on the cart object to finalize the cart in async mode. In this release, a new flag isAsync is introduced in the Finalize API. The default value is set as False and you must change the value to True to finalize the cart in Async mode. 

The following API is new in this release:

  • GET /api/cart/v1/carts/{cartId}/finalize

Support for the Cart Revalidation on Pricing Changes on CPQ UI

CPQ UI now displays a message to revalidate the cart when you open the saved cart saved with the changes in the price list. The changes like the price list deleted, the price list inactivated, or the price list expired. This can affect the validity of such a quote when you reopen the configuration.

Support for the Cart Revalidation on Product Changes on CPQ UI

CPQ UI now displays a message to revalidate the cart when you open the saved cart saved with the changes in the product structure. The changes like updating major or minor product versions or any changes in the pricing. This can affect the validity of such a quote when you reopen the configuration.

Catalog Services for Conga Platform

Implementation teams can use these APIs to build a cart as necessary to compare product configuration by providing relevant details. The following API also enable actions on the catalog object to apply visibility rules for the user or role. 

Ability to apply Visibility Rules for User and Role

In this release, you can apply visibility rules to one or more users or roles defined in the system. These rules enable you to hide the products that are irrelevant or not required on the catalog page. You can apply one or more visibility rules and retrieve a list of applicable products to be hidden. You can also re-apply the visibility rule when the condition statement of the rule is changed. 

Ability to Compare Products on Catalog UI

In this release, you can compare two or more products on the catalog UI. This feature helps you to select the appropriate product for your business requirements.

Ability to Apply and Update Field Expression on Custom Fields

In this release, you can apply field expressions when configuring the products and adding a line item to the cart. You can also view a line item or attribute field update based on the criteria of a field expression on the cart page. This feature enables you to have the correct configuration while adding the products to the cart. 

Ability to Create and Apply Roll Up Field

You can define and apply a Roll-up field at the cart level or at a bundle product level to aggregate value from each line item in the given context and with a match condition to filter out unwanted lines. 

Ability to Auto Sequencing for Options

You can arrange the options in sequence in the bundle. This creates a logical order for the bundles in the cart which helps you to find specific options in the cart easily. 

Managing the Feature Sets

In this release, you can initially define a feature set and then define features for each set. Feature sets are a collection of features that can be associated to a product.

Managing the Rollups

In this release, you can initially define a roll-up summary field at the Cart level or at a Bundle Product Level to aggregate value from each line item in the given context and with a match condition to filter out unwanted lines.

Incentives Services for Conga Platform

Implementation teams can use these APIs to incentivize the sales to add value to products through discount pricing and add rewards for purchases. The following APIs enable CRUD actions on promotions. Promotions provide value for money for your customers and contribute to better sales for your organization. 

The following APIs are new in this release.

  • GET /api/revenue-admin/v1/incentives
  • POST /api/revenue-admin//v1/incentives
  • PATCH /api/revenue-admin//v1/incentives
  • DELETE /api/revenue-admin//v1/incentives

Support for Coupons on Conga Platform

In this release, you can create coupons which are generally alphanumeric codes that correspond to a promotion. With Conga Promotions, you can now create multiple coupon codes for potential customers to promote your business and specific products in your inventory. After you identify potential end customers in a target market, you can use coupons to track how customers use incentives, how you can optimize your promotions, and how you can re-target your customers. You can generate multiple coupon codes to share the range with your marketing team. 

You can generate coupons only if you defined Auto apply? = False on the Information page. If Auto apply? = True, you can not create or update the coupons.

The following APIs enable CRUD actions on coupons.

  • GET /api/revenue-admin/v1/incentives/{ParentId}/coupons - Where the Parent Id is Incentives Id.
  • POST /api/revenue-admin/v1/incentives/{ParentId}/coupons 
  • Patch /api/revenue-admin/v1/incentives/{ParentId}/coupons
  • DELETE /api/revenue-admin/v1/incentives/{ParentId}/coupons
  • GET /api/revenue-admin/v1/incentives/{ParentId}/coupons/{Id}- Where the Parent Id is an Incentive Id and the Id is a Coupon ID. 
  • POST /api/revenue-admin/v1/incentives/{ParentId}/coupons/{Id}
  • PATCH /api/revenue-admin/v1/incentives/{ParentId}/coupons/{Id}
  • DELETE /api/revenue-admin/v1/incentives/{ParentId}/coupons/{Id}

Support for Limits on Promotions

In this release, you can define the Limits for promotions to determine the number of times the customer can apply a promotion for different types of transactions. Implementation teams can use these APIs to create, retrieve, and apply limits on promotions. 

The following APIs are new in this release.

  • GET /api/revenue-admin/v1/incentives/{ParentId}/limits- Where the Parent Id is Incentive's Id.
  • Post /api/revenue-admin/v1/incentives/{ParentId}/limits
  • PATCH /api/revenue-admin/v1/incentives/{ParentId}/limits
  • GET /api/revenue-admin/v1/incentives/{ParentId}/limits
  • GET /api/revenue-admin/v1/incentives/{ParentId}/limits/{Id}-Where the Parent Id is an Incentive Id and the Id is a Limit ID. 
  • GET /api/revenue-admin/v1/incentives/{ParentId}/limits/{Id}
  • GET /api/revenue-admin/v1/incentives/{ParentId}/limits/{Id}
  • GET /api/revenue-admin/v1/incentives/{ParentId}/limits/{Id}

Enhancements

This section describes the existing features that are changed in this release.

Enhancements to the Locale Support on Cart UI

In this release, the following enhancement has been introduced to the Locale feature

  • The metadata is automatically translated as per the locale you selected in the system. Hence, you can see translated fields, Picklist values and etc on Cart, Config, and Catalog pages.
  • The date format is automatically translated on Cart UI.