Conga Product Documentation

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Creating a New Quote Location

  • Ensure a required location is created in the Proposal Location object and associated to the selected Account in a quote.

You can create a new quote location based on the account you selected in the quote. Depending on the account location, the system displays the products on the catalog page. At anytime, you can add or change the locations based on your business requirements.
To create a new quote location:
  1. Login to the Conga CPQ on Platform.
  2. In the left pane, Click Conga CPQ.
  3. Open the desired quote by clicking the Quote number or Quote Name.
    A quote details page is displayed.
  4. In the left pane, under Related List, click Quote Locations.
  5. Click Create New Quote Location.
  6. In the Create New Quote Location popup window, search and select the required location.
  7. Click Save.
The quote location is successfully saved. Depending on the location, the system displays the products for the location on the catalog page.