Conga Product Documentation

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Searching Products from the Catalog

The Catalog page enables you to select and configure products. This page allows multiple ways to search and choose the product you are looking for. You can select products by using the Browse Catalog list, Browse, or the Search bar. When using the search bar, you can search for any product regardless of category. However, the products must have their respective Price List associated with the Quote. You can search for products by:

  • Product Code
  • Product Family
  • Product Description
  • Product Configuration Type
  • Category Names
  • Location

In the search bar, enter the desired product and click Search.

Note:

As per the Salesforce limitation, the Text Search in the Search bar does not support wildcards at the beginning of the search term. For example, there are 3 products in your Catalog, namely Cat1_Product1, Cat1_Product2 and Cat2_Product4. If your Search Term is *Product1, the search returns 0 result and if your search term is Cat1*, the search returns 2 results (Cat1_Product1 and Cat1_Product2).

Based on your selection from any of the above-mentioned sections, the products are displayed in the Product Catalog section in the center. You can use the Refine Your Search feature to narrow the list of products. For more information, see About Refine Your Search.