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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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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

Viewing Quote Details

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.
User Guide
Conga
CPQ

December 2, 2025