Conga Product Documentation

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Quote/Proposal Flow

In this flow, the Sales Rep configures the Quote/Proposal and finalizes a configuration. Once the configuration is finalized, the Sales Rep presents the configuration to the customer. Upon acceptance from the customer, the Sales Rep clicks the Accept button on the Quote/Proposal. An order is created for this Quote/Proposal, which upon activation, creates the Asset Line Items with the New status. The Sales Rep can configure the Quote/Proposal again and navigate to the Installed Products page to view all the active assets. No custom triggers are required here.