Configuring General Settings

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Revenue Apps. A Proposals page is displayed.
  3. In the left navigation pane, click the Revenue Admin Icon.
  4. Under ADMIN SETUP, go to Application Settings > Global Settings > General.

  5. Enter the following details.

    SettingDescription
    System Global

    Keep Abandoned Carts

    		Turn this setting ON to indicate whether abandoned carts must be kept. 

    Bypass Shopping Cart

    		Turn this setting ON to bypass the shopping cart. CPQ displays the Update Price and Finalize buttons and hides the Go To Pricing button on the configuration page.
    Field Precision

    Percentage Field Precision

    		Enter a number to specify decimal places for percentage precision. For example, number 5.

    Currency Field Precision

    		Enter a number to specify decimal places for currency precision. For example, number 5.

    Quantity Field Precision

    		Enter a number to specify decimal places for quantity precision. For example, number 5.

    Term Field Precision

    Enter a number to specify decimal places for selling term precision. For example, number 5.

    Finalization and Approvals

    Auto Finalize On Cart Approval

    Turn this setting ON. This indicates whether the cart is auto-finalized. CPQ automatically finalizes the cart when approved and ready for finalization. 

    Auto Sync On Cart Approval

    Turn this setting ON. This indicates whether the cart is auto-synchronized. CPQ automatically synchronizes the cart when approved and ready for finalization.

  6. Click Save.

Configuring Catalog Settings

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Revenue Apps.  A Proposals page is displayed.
  3. In the left navigation pane, click the Revenue Admin icon.
  4. Under ADMIN SETUP, go to Application Settings > Global Settings > Catalog.

  5. Enter the following details and click Save.

    Setting 

    Description

    Display Settings
    Enable Location

    Turn this setting ON. This enables users to select a location for a cart. Line items will have the current cart location assigned to them.

    Disable Add Another

    Turn this setting OFF. Turning this setting on prevents the user from adding multiple instances of the same product.

    Hide Configure Action

    Turn this setting OFF. Turning this setting on hides the Configure action for a product on the catalog page.

    Listed Products Column 2

    Select Product Description from the dropdown.

    Listed Products Column 3

    Select Product Family from the dropdown.

    Hide Single Top Category

    Turn this setting ON. This hides the top category. This is useful only when you have a single root category and want a cleaner look for its child categories, without the root category.

    Enable Category Filter

    Turn this setting ON. This enables Narrow Your Search category filtering during product search. It filters the categories based on search results and displays them in the Narrow Your Search area. For example, if the search result has products from only two categories, the Narrow Your Search section displays only those two categories.

    Hide Product Image

    Turn this setting OFF. Turning this setting on hides the product image from the catalog page.

Configuring Config Settings

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Revenue Apps. A Proposals page is displayed.
  3. In the left navigation pane, click the Revenue Admin Icon.
  4. Under ADMIN SETUP, go to Application Settings > Global Settings > Config.
  5. Enter the following details and click Save.
SettingDescription
Display Settings

Hide Price Column

Turn this setting ON to disable the price column from the options page. By default, this setting is turned off.

Listed Options Column 2

Enter the API name of the product field to be displayed in the Listed Options section.

Listed Options Column 3

Enter the API name of the product field to be displayed in the Listed Option section.

Show Option Quantity

Turn this setting ON to display the quantity in the body of the options pages.

Disable Add To Cart for Option Products

Turn this setting ON  to hide the Add To Cart and Configure buttons for an option product on the catalog page.
This is helpful to prevent your sales representative from selling an option product without its bundle product.

Show Tab View

Turn this setting ON to display option groups in a tab view instead of sections on the options page.

Bundle Description Field

Enter the field names from the product object to be displayed as bundle description.

Enable Option Page Search

Turn this setting ON to allow option search on the bundle configuration page.

Collapse All Leaf Option Groups

Turn this setting ON. This option defines whether the child option groups inside a bundle are expanded or collapsed by default. 

Miscellaneous

Enable Field Expressions

Turn this setting ON to enable field expressions.


Configuring Cart Settings

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Revenue Apps. A Proposals page is displayed.
  3. In the left navigation pane, click the Revenue Admin Icon.
  4. Under ADMIN SETUP, go to Application Settings > Global Settings > Cart.
  5. Enter the following details and click Save.
SettingsDescription
Display Settings

Enable Auto Sequencing For Options

Turn this setting ON to enable auto-sequencing for options. If you do not turn this setting on, the sequencing of option line items on the cart will be based on the user selection sequence rather than the bundle options sequence.

Show Recommended Products Cart View

Turn this setting ON to display the recommended products component in the Cart Detail View page. 

Product Display Max Length

Enter the maximum number of characters to be displayed for the product name on the cart page. If the product name exceeds the maximum length, CPQ displays an ellipsis or wraps the product name. The default value is 21. 

Show Attributes In Cart

Turn this setting ON to display the specified attributes applicable to the line items in the cart. Attributes appear in the product dialog.

Expand Bundles In Cart

Turn this setting ON to expand all attributes and options of a bundle product in the cart.

Hide Copy Action

Turn this setting ON to hide the copy action in the cart view.

Group By Fields

Enter the API names of those line item fields that are of the type: Lookup, Formula Fields, and Text. These line item fields are displayed under the Group By drop-down on the cart page.

Hide Grand Total

Turn this setting ON  to hide the grand total line on the cart page.

Hide Subtotals In Cart

Turn this setting ON to hide subtotals in the cart view.

View Cart Total Custom Fields

Enter the list of custom fields from the summary group object to be displayed in the custom view cart page. Each field API name must be separated by a comma or a new line.

Disable Cart Activity History

Turn this setting ON to disable the generation of activity history in product configuration. If you turn this setting on, CPQ does not add entries to the Activity History-related list when you create, finalize, or reconfigure a product configuration.

Disable Cart Async Notification

Turn this setting ON to disable the email notifications you receive after completion of any async operation such as cart finalization and pricing in every type of quote or agreement.

Enable Contextual Totals

Turn this setting ON to display the subtotals and totals section at the bottom of the cart page.

Grid Render Threshold

Enter the number of rows to load when the cart grid renders. This setting improves the grid scroll performance, with a default value of 20. You must adjust the value based on the number of lines displayed on the cart.

Hide Cart Views

Turn this setting ON to hide cart views on the cart.

Hide Cart Views Creation

Turn this setting ON to hide cart view creation. 

Column Render Threshold

Enter the number of columns to load when the cart grid renders. This setting improves to improve the grid horizontal scroll performance, with a default value of 10. Must be adjusted to a higher value based on the number of columns displayed in a cart.

Enable Paginated Grid

Turn this setting ON to enable pagination for the cart grid.
Field Set Settings

Line Item Fields to Revalidate Invalid Price List Items

Select the line item fields to be used to revalidate invalid price list items. This field set controls a list of display fields in the revalidation pop-up for price list item changes.

Line Item Fields to Revalidate Product Structures

Select the line item fields to be used to revalidate product structures. This field set controls the list of display fields in the revalidation pop-up for product structure changes.

Advanced Settings

Enable Optional Items

Turn this setting ON to enable optional items in the cart.

Max Allowed Lines For Mass Actions

Enter the maximum number of line items (supported by the product) to be allowed for performing mass actions on the cart page.

Run Validation Callback On Add

Turn this setting ON to invoke the Validation Callback when adding a product.

Save On All Actions

Turn this setting ON to save the configuration when you perform any action on the cart page.

Mini Cart Settings

Hide Selected Products Column1

Turn this setting ON to hide the column that displays the product name.

Selected Products Column2

Enter the API name of the line item field to be displayed in the selected products section.

Example value: ProductId__r.ProductCode

Selected Products Column3

Enter the API name of the line item field to be displayed in the selected products section.

Example value: ProductId__r.ProductCode

Selected Products Column4

Enter the API name of the line item field to be displayed in the selected products section.

Example value: ProductId__r.ProductCode


Next Step: Flow Settings