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CPQ for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery Agent for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Advantage Platform

Assets Management

Viewing Asset Related Details

The Asset Related Details page allows you to view and make necessary changes for an asset line item. Some information is read-only while some have links using which you can navigate to the details. You can edit and save the editable fields.

On Asset Transaction History page, you can see the most up-to-date values for Quantity, Asset Term, Net Price, and Asset TCV. Additionally, you can view all completed transactions related to the selected asset, including change, renewal, termination, and more.

The Asset Transaction History Price Chart shows average net price of same day transaction and minimum to latest price value in a line chart.

The Asset Transaction History chart is an interactive chart to visualize transaction history. Chart is based on net price while other chart is based on quantity. The net price chart presents average net price (line) and minimum net price (bar) per day, while the Quantity chart shows the latest quantity value (line) and minimum quantity (bar) for each transaction date.

You can modify the layout of this page using CX Studio. Look for Assets 360 in object layouts list. Entity type is assetLineItem and page type is Master Detail. You must clone the default layout before modifying.

  1. Login to the Conga CPQ on Platform.
    By default, a Quotes page is displayed.
  2. To view asset-related details, do one of the following:
    From a Quote:
    1. Open the desired quote.
    2. In the Related List section, click Assets.
    3. Select the required asset to open the details page.
    From Asset 360:
    1. In the left navigation pane, click Asset 360.
    2. Search for the required asset.
    3. Click the asset to view the details page.
  3. Review the following details:
    • Basic Information: Shows information such as name, status, charge type, associated price list and more.
    • Additional Information: Shows information such as created and modified date and user, purchase identifier and more.
    • Term: Shows information such as start date, end date, original start date, selling term, selling frequency, and purchase date.
    • Revenue: Shows information such as asset TCT, MRR, and ARR.
    • Renewals: Shows information such as auto renewal type, renewal adjustment type, amount, term, next renew date and more.
    • Billing: Shows information such as billing preference, frequency, rule, start and end date, billing plan and more.
  4. Click Asset Transaction History to view the details about the asset.
    A consolidated chart of asset transactions displaying net price and quantity for each asset line item is displayed.
Use Case
Conga
CPQ

July 28, 2026