This section explains how to use Conga Configuration, Pricing, and Quoting (CPQ) to manage your organization's and your customers' configuring, pricing, and quoting requirements.
Topic
Description
What's Covered
This section walks the Sales Representative through the entire process of configuring, pricing, and quoting. It provides conceptual information, step-by-step instructions, and use cases for the features provided by Conga CPQ.
Primary Audience
Sales Representative
Collaborator (such as a product owner, manager, factory manager)
IT Environment
Refer to the latest Conga CPQ Release Notes for information on System Requirements and Supported Platforms.
Refer to Conga CPQ Release Notes for information on system requirements and supported platforms, new features and enhancements, resolved issues, and known issues for a specific release.
This section describes the following tasks:
Create quotes/proposals
Configure products from the catalog
Price products and apply adjustments
Work with cart
Finalize quotes/proposals
Manage assets
Manage services
Before using CPQ, you must be familiar with the following:
Basic knowledge of Salesforce
Salesforce and Conga terms and definitions
Select one of the following topics for more information: