You can create a new quote on Conga CPQ Platform. As you progress with the quote, the quote progress tracker allows you to track different stages of quotes operations or progress in real-time. On the header, the Next Steps button lets you navigate to the next action that is required on the quote. These actions or the next steps are based on the status of the Quote and change accordingly. For example, the Send for signature button is displayed when the quote is in Generated state. Primary actions buttons are in blue while others are white with a blue outline.

When you create a quote and navigate to the Quote Details page, you can use the Edit button to complete additional fields such as Record Type, Payment Term, Opportunity, Billing Preference, Quote Owner etc.

The billing preference that you add on this page, is cascaded to the standalone and bundle products in the cart.