July '23

New Features

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

New Features in Revenue Admin UI

• Manage deal dimension sets and dimensions
• Manage field expressions
• Manage lookup fields
• Manage product attribute rules for a product
• Add New button for Display Action Settings
• Add New button for Display Column Settings
• Update PLI with Default Quantity Field and Default Price Field
• Associate attribute rules with a product
• Add a Condition & Charge Type Criteria to a price ruleset
• View product attribute rules
• View attribute value matrices
• Update constraint rules
• Display custom fields on fields of Charge Type Criteria and price dimension
• Create a product attribute of Formula type
• Create a price dimension of Line Item context type with formula fields

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 also enable actions on the cart object to revalidate the cart. if the saved quotes saved in the past might have products for which structure, rule, or price has been changed. The changes like updating major or minor product versions, adding and removing options, and deactivating products or any changes in the pricing. This can affect the validity of such a quote when you reopen the configuration. When you open such quotes through Get Cart Status API, you encounter one of the following validation messages based on the changes made to the product or pricing.

The following API is new in this release:

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

• If the Product is deactivated, the PLI does not get inactivated by default. Hence, the revalidation message displays only the Product details but not the PLI details in the response.

• If the Product is deleted, the PLI also gets deleted. Hence, the revalidation API will get both pricing and product details in the response.

• If the Product and PLI both are inactivated then the revalidation API gets both pricing and product details in the response.

• If the product is deleted, a new version is created as 0 in the revalidation API response.

For more information, see Revalidating the Product 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 compare the products.

The following API is new in this release:

• POST /api/catalog/v1/products/compare

Using this API, you can compare two or more products in the catalog by passing two or more product IDs. This feature helps you to select the appropriate product for your business requirements.

Catalog Setup Services for Conga Platform

Implementation teams can use these APIs to configure product comparisons on the catalog page. To use this feature, you must set up feature sets with one or more features and associate feature sets to one or more products and define feature values for each product. 

1. Create a new feature set : POST /api/revenue-admin/v1/feature-sets.
2. Create a new feature: POST /api/revenue-admin/v1/feature-sets/{parentId}/features.
3. Get a list of existing feature sets: GET /api/revenue-admin/v1/feature-sets.
4. Get an existing feature set by ID: GET /api/revenue-admin/v1/feature-sets/{Id}.
5. Get a list of existing features in a feature set: GET /api/revenue-admin/v1/feature-sets/{ParentId}/features. Parent ID refers to the FeatureSet ID.
6. Get an existing feature in a feature set by ID : GET /api/revenue-admin/v1/feature-sets/{ParentId}/features/{Id}. Parent ID refers to the FeatureSet ID.
7. Set feature values to the product: POST /api/revenue-admin/v1/products/{parentId}/product-feature-values. Parent ID refers to the product ID.
8. Update the feature set: PATCH /api/revenue-admin/v1/feature-sets.
9. Update the feature set by ID: PATCH /api/revenue-admin/v1/feature-sets/{Id}.
10. Update the feature: PATCH /api/revenue-admin/v1/feature-sets/{ParentId}/features.
11. Update the feature by ID: PATCH /api/revenue-admin/v1/feature-sets/{ParentId}/features/{Id}.
12. Delete a feature set: DELETE /api/revenue-admin/v1/feature-sets.
13. Delete a feature set by ID: DELETE /api/revenue-admin/v1/feature-sets/{Id}.
14. Delete a feature: DELETE /api/revenue-admin/v1/feature-sets/{ParentId}/features.
15. Delete a feature by Id: DELETE /api/revenue-admin/v1/feature-sets{ParentId}/features/{Id}.

Implementation teams can use the following APIs to manage field expressions in the system to build admin functionalities necessary to configure CPQ. This allows you to predefine expressions to use for record updates based on criteria on line items. 

• GET /api/revenue-admin/v1/field-expressions
• POST /api/revenue-admin/v1/field-expressions
• PATCH /api/revenue-admin/v1/field-expressions
• DELETE /api/revenue-admin/v1/field-expressions
• GET /api/revenue-admin/v1/field-expressions/{Id}
• PATCH /api/revenue-admin/v1/field-expressions/{Id}
• DELETE /api/revenue-admin/v1/field-expressions/{Id}

Ability to Manage Visibility Rules for User and Role

You can apply visibility rules for users and roles created in the system. This enables the CPQ administrators to define a custom logic to hide products inside the catalog based on the business requirements. When you go to configure products for a Quote/Proposal, you can control which products from the price list are visible on the catalog page. 

Catalog Setup Services for Conga Platform

Implementation teams can use these APIs to search and view constraint rules for a product by its type on the config page. This feature helps you to find specific constraint rules configured and allows you to edit them as per your business requirements. To use this feature, create a type field in the constraint rule header to categorize or group the rules based on the requirements. It provides an advantage for you to retrieve the required constraint rules by their type. 

• GET /api/revenue-admin/v1/constraint-rules. Enter the constraint rule type in the filter textbox while using the API. 

  

  Enter the constraint rule type in the filter text box while invoking the API. Otherwise, the API retrieves a list of constraint rules configured in the system.

Support for the Inclusion & Exclusion Constraint Rules for Option Group Scope

You can apply the inclusion constraint rule to the option group. This guides you have the correct configuration while adding the products to the cart. 

Ability to Manage the Messages on Headers on the Configuration Page

While performing inclusion or exclusion rules, you can manage the additional information messages from auto-include or auto-exclude in the header. To enable or disable these messages by using the Show Info In Header setting in the Config System Properties. 

Ability to Collapse or Expand Leaf Options on Config Option Detail Page

While configuring the options, you can determine the view of leaf option groups on the config option detail page based on business requirements using Collapse All Leaf Option Groups setting in the Config Settings.

If you turn on Collapse All Leaf Option Groups, 

1. If the Collapse All Leaf Option Groups setting is turned on, all leaf option groups that are not direct children of the main bundle will be collapsed on loading the configuration page.

2. If the Collapse All Leaf Option Groups setting is turned off, all leaf option groups that are not direct children of the main bundle will be expanded on loading the configuration page.

Managing the Number of Option Groups Attributes on the Config Page

While configuring the option groups, you can determine the maximum number of attributes that can be displayed for an option inside the bundle. To use this functionality, under the Config Settings, enter the necessary numeric value next to the Max Inline Option Attributes parameter. 

Support for Applying Attribute Matrices to Product

You can apply attribute matrices while configuring the product. This attribute matrix guides you to make the correct choices while configuring attributes. 

Support for Column Render Threshold on Cart Grid 

You can define the number of columns to be displayed on the cart grid when it renders. You can use this setting when you have defined a style for the columns in the Display Column settings. This feature improves the scrolling performance when increasing the column width. The default value is 20. 

Support for Pagination on Cart Grid

You can enable the pagination on the cart grid when the cart is loaded with more lines. This feature improves the data presentation, enhances navigation, and simplifies browsing the lines.

Support for Usage Price Tier

In this release, the Usage Price Tier feature has been introduced to establish the rates of the line items for future usage. You can view, add, and modify price tiers details (for example, sequence number, From (tier start value), To (Tier End value), Unit Price, Flat Price, and Is included) based on your business requirements. If you have defined price matrices, the tiered pricing for a product is inherited from there. If you make any adjustments on the line item that has a tiered rate defined, the adjustments apply to the tiered rate and also affect the price matrices. To use this feature, turn on the Auto Refresh Usage Tier in the Pricing settings.  

Support for Price Breakdown (Releated Pricing) for Products

In this release, you can view the additional information about pricing if the line item has related pricing.  When the line item has related pricing, an icon is displayed next to the base price is displayed if the line item uses either of the two pricing features. You can click the icon to view additional information such as Sequence, Breakup Type, Related Quantity, Related Charge Type, Related Start Date, Related End Date, and Net Unit Price. You can not edit the price breakdown information. 

Ability to Compare Products

You can configure product comparisons on the catalog page. To use this feature, you must set up feature sets with one or more features and associate feature sets to one or more products and define feature values for each product. 

Enhancements

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

Enhancements to the Search filters

In this release, the following enhancement has been introduced to the search filters.

• While searching for a product, You can define a number of checkboxes to display under each checkbox type search filter on the catalog page. To use this feature, enter a number to specify the limit after which the Refine Your Search options are displayed as a picklist. By default, the options are displayed as checkboxes.

The minimum and the maximum values are 0 and 20 respectively. Any number less than 0 is considered 0 and any number greater than 20 is considered 20. 

Enhancement to the Advance Search Filter

In this release, while searching or filtering the products, when there is no line item found based on the search criteria, a ' No line item found' message is displayed on the Advanced Filter dialog box. 

Enhancements to the Option Configuration

In this release, the following enhancements have been introduced to the option Configuration.

• While configuring the product, If you enable the Is Hidden flag then the entire option group is hidden on the configuration page.
• While configuring the product, If you enable the Is Picklist flag then the option group is displayed as a picklist on the configuration page.

The option groups that are defined as Fixed are not editable and are shown as Disabled.

Enhancement to the Constraint Rule Dialog Box Support for Checkboxes in the Rule Dialog box

You can show or hide the checkbox in the constraint dialog box for bundled products. To use this feature, use the Show Checkbox In Rule Dialog setting on the Config Settings page.

• If you set Show Checkbox In Rule Dialog to false, you do not see checkboxes next to the products on the constraint rule dialog box.
  • For Inclusions, the dialogue box's primary action is either Add to Cart for the Primary line or Add to Bundle for options.
  • For Exclusions, the primary action is on the dialog box Remove.
• If you set Show Checkbox In Rule Dialog to True, you see checkboxes next to the products on the constraint rule dialog box.

  • The checkboxes will be disabled once the maximum product amount is selected (based on the min/max value).

  • The primary action of the prompt is enabled or disabled based on min/max values.

Enhancements to the CPQ User Interface

In this release, the following enhancement has been introduced to the CPQ UI.

• When you navigate from one category to another category (for example, launching the catalog page from the quote or launching the cart page from the quote), CPQ displays a spinner with a Please wait while products are loading message instead of a progress bar moving from left to right. 

Enhancement to the Quote Deep Clone

In this release, the following enhancement has been introduced to the quote deep clone.

• When you deep-clone the quote (Saved/finalized), CPQ generates a new cloned quote with a unique number.