New Features 

The following feature is new to CPQ in this release.

Apply a % Discount on the Base Price

CPQ introduces a new discount type % Discount Off Base, which the sales representatives can apply on the base price of standalone and bundle products. CPQ applies this adjustment on the unit price after applying adjustments from price matrices, price rules, and promotions.

Enhancements

The following section describes the existing features that are changed (or are no longer supported) in this release.

Support for Files in Adobe Sign

You can now use documents stored in Files object with Adobe Sign.

Use Attributes from PAV Extension as Price Dimensions 

In the CPQ Admin UI, administrators can now use attributes only from the out-of-the-box product attribute value (PAV) extension objects to create price dimensions, which can be used to create price matrices and price rulesets. CPQ supports different data types (such as text and picklist) for those attributes.

CPQ does not support custom PAV extension objects for this feature.

Use Attributes from PAV Extension as Criteria Fields

Criteria fields can now use attributes only from the out-of-the-box product attribute value (PAV) extension objects. CPQ supports different data types (such as text and picklist) for those attributes. In the CPQ Admin UI, administrators can use PAV extension fields to create the following criteria:

  • Charge Type Criteria in price list items
  • Ruleset Criteria in price rulesets
  • Price matrices of type criteria
  • Price rules of type criteria
  • Asset pricing criteria

CPQ does not support custom PAV extension objects for this feature.

View Adjustment Lines on the Multiple Adjustments Pop-up Though Multiple Adjustments are Disabled

CPQ displays adjustment line items on the multiple adjustments pop-up regardless of the value defined in the Max Adjustment Lines setting in Config System Properties.

  • If the value of this setting is greater than or equal to 1, CPQ displays auto-applied adjustments on the pop-up and allows sales representatives to create as many adjustments as the value defined in this setting. After reaching the limit, CPQ disables the + Add another adjustment button and displays a message.
  • If the value of this setting is 0, CPQ displays only auto-applied adjustments on the pop-up and sales representatives cannot add any manual adjustments. CPQ disables the + Add another adjustment button and displays a message.

On the multiple adjustments pop-up, sales representatives can save changes only to manual adjustments. If they modify auto-applied adjustments, CPQ reverts the changes to the original on clicking Save.

Search Assets Using Special Characters

You can now search assets on the Install Products page using all special characters. You can use special characters in global search (the Search Products field), Basic Search, and Advanced Search.

Support for Group By in Assets Views for the Installed Products Page

You can now group asset line items on the Installed Products page based on a field from the Asset Line Item object. The Group By drop-down is available on the Create New View pop-up while creating views on the Installed Products page.

Optimized Performance for Initial Line Loading and Pricing During Asset Termination

You can notice optimized performance for the initial line loading and pricing during asset termination.

Result from a performance testing with 1000 asset lines items in the Install Base
Build14.200714.200714.1983
Users/Tenants2 users/1 tenant1 users/1 tenant1 users/1 tenant
Total Users211
Warmup Run
Method NameTimings (seconds)Timings (seconds)Timings (seconds)
createProductLineItems0.11930.88611.947
updateCancelLineInfo0.1370.720.062
updateTransactionNumbers0.10.20
Run 1
Method NameTimings (seconds)Timings (seconds)Timings (seconds)
createProductLineItems0.670.7680.816
updateCancelLineInfo0.70.830.074
updateTransactionNumbers0.10.11

The time taken for the initial load in an old build (May '22 build 14.1983) was 11.947 seconds whereas the time taken for the initial load in a new build (September '22 build 14.2007) is 0.886 seconds. The time taken for a subsequent load in an old build (May '22) was 0.816 seconds whereas the time taken for a subsequent load in a new build (September '22) is 0.768 seconds.

Extra Space Trimming in Expression Builder

CPQ now removes the extra new line or tab after you add and save an expression in the Expression Builder automatically. This feature reduces runtime errors in CPQ because of the syntax errors caused by extra space.

Support for 1000 Assets and Service Bundles in Constraint Rules

You can now create constraint rules for Service CPQ with a total of 1000 assets and service bundle. The number of assets and service bundles in constraint rules conditions and constraint rule actions together must not exceed 1000.

Support for Product Group and Header Level Scope in Rollup

CPQ now supports Product Group and Header Level scope in the Rollups.

Support to Override Default Option by Constraint Rules

CPQ now overrides the default option selected in an option group when an auto-inclusion constraint rule selects another option in the same option group. CPQ overrides default option only when the Max Options field of that option group is set to 1. However, CPQ does not override the option you manually selected or was added by a constraint rule.

See Full Grand Total Column Names on Hover

You can now see full names in the help text of column headers when you hover on them in the Grand Total section on the Cart page.

Quote Link in Finalize Completion Email 

You can now see a link to the Quote Detail page in the completion email sent after the finalization is completed. If you are upgrading CPQ, you must configure SplitCartFinalizeSuccess email template to see the quote link in the finalize completion email. Otherwise, if you are installing the CPQ packages for the first time, this feature does not require any configuration.

Display Constraint Rule Messages upon Scroll on Configuration Page

CPQ now enables you to display constraint rule messages at the top of the Configuration page when you scroll up and down to select options. You must create and configure the APTS_EnableStaticConfigMessages admin setting. The message updates when you change the selection of options.

DocuSign OAuth 2.0 Authentication Integration

DocuSign has introduced OAuth 2.0 to secure API requests. If you have integrated CPQ with DocuSign, you must upgrade all the DocuSign-related packages (Conga Quote DocuSign Integration and Conga DocuSign API).

Removed Non-Supported Rate Types from the Benefits section of Promotions

The non-supported rate types such as Dimension, Condition, Volume, or Inclusion are no longer visible on the Rate Type drop-down while defining benefits for a promotion. 

Support for Flow-based Settings with Configure Products Button for Direct Access to the Configuration Page

CPQ now enables you to use flow-based settings with Configure Products button that are configured for direct access to the configuration page. You must use the new URL structure for the Configure Products button formula to use the flow-based settings. 

Support for 10000 Line Items in Quote with Enterprise QTC Profile

CPQ now enables you to process a maximum of 10000 line items in quotes where the QTC Profile field is set as Enterprise. To finalize more than 1000 line items in the Enterprise quote, you must use the finalizeCart() API to finalize the cart. You must also use a custom Submit for Approval button to acquire the quote approved.

End of Support Feature

Custom Product Attribute Value Extension Objects

From this release, Conga no longer provides support for Custom Product Attribute Extension Objects. You must use the existing Product Attribute Extension objects in CPQ.