Conga Product Documentation

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Automated Contract Price List Generation

The Automated Contract Price List Generation feature enables Conga CPQ to automatically create a Contract Price List when a quote with specific business intent is accepted on the Conga Platform. The feature streamlines contract pricing workflows by generating contract‑specific prices directly from finalized quote pricing and applying them automatically in future transactions.

Key Capabilities
  • Automatically generates a Contract Price List upon Quote Acceptance.
  • Creates Contract Price List Items with contract‑specific product pricing.
  • Derives Contract Price from final net price on the accepted quote.
  • Assigns a Contract Number matching the originating Quote number.
  • Applies Contract Prices automatically when used in future quotes.
  • Enforces system behavior based on the Quote Intent.

Supported Quote Intents

The contract price list creation behavior depends on the intent set on the quote:
Quote IntentContract PLOrderAgreement
Price AgreementCreatedNot createdNot created
ContractCreatedNot createdNot created
OrderNot createdCreatedNot created

Contract Price List Creation

Prerequisite: Enable the flag EnableAddSupportForContractPL in the featuresettings in order to create the Contract Price List

When a quote is accepted and its intent is Price Agreement or Contract, the system automatically:
  1. Creates a Contract Price List.

  2. Assigns a system generated name using the format: PL- Example: PL-Q-00046498

  3. Sets Price List Type = Contract.

  4. Generates PLIs for each product in the accepted quote.

  5. Sets:
    • Contract Number = Quote ID
    • Contract Price = (Net Price / Quantity)

Contract Price Application in Future Quotes

When the Contract PL is associated with a new quote:
  • The Catalog displays the standard List Price.

  • When the product is added to the Cart, the Pricing Engine:
    • Recalculates pricing

    • Applies the Contract Price instead of List Price

This ensures consistent contract pricing for all future transactions.

Workflow:

1. Quote Creation: When the quote is created on Conga Advantage Platform.
  1. Sales Rep created a quote.

  2. Sales Rep sets Intent = Price Agreement or Contract.

  3. Products are added from the catalog.

  4. Pricing Engine executes to calculate prices.

2. Quote Acceptance: When the quote is accepted on Conga Platform:

  • The system generates the Contract PL and PLIs.
  • Contract Prices are stored for future use.

3. Using Contract PL in New Quotes: When Sales Reps select the Contract PL on new quotes:

  • Contract Prices override default pricing automatically during calculation.

Example Scenario

Initial quote:
AttributeValue
List Price$100
Quantity2
Net Price before discount$200
Final New Price after 10% discount$180

Contract Price Calculation:

Contract Price = Net Price / Quantity

Contract Price = $180 / 2 = $90

After acceptance:
  • Contract PL Name: PL-Q-00046498
  • Contract Number: Q-00046498
  • Contract Price: $90
Future Use:
  • List Price shows as $100 in catalog.
  • When added to cart, the system applies $90 as the price.
Limitations:
  • Contract PL creation occurs only when the quote is accepted on the Conga Platform.
  • Orders are not generated for Intent = Price Agreement or Contract.
  • Agreements are not created for these intents.
  • Only one Contract PL is generated per accepted quote.
  • If a quote is accepted outside the Conga Platform, the feature does not trigger.