You can configure action settings for flows to be available on the catalog page.

To configure catalog page settings

  1. Log in to the Conga Platform as a revenue admin user.
  2. Click the App Launcher () icon in the top-left corner and go to Revenue Apps. A Products page is displayed.
  3. Go to ADMIN SETUP > Application Settings > Flow Settings. A list of flows is displayed.
  4. Click System. A Flow Settings page is displayed.
  5. Click Catalog Page.
  6. Enter the following in the Action Settings page. These are the minimum settings required to load the catalog page.

    Action

    Action Label Name

    Display As

    Action Area

    Is Enabled

    Always Display

    InstalledProductsInstalledProductsActionRightYesYes
    CompareProductsCompareProductsActionCenterYesYes
    GoToPricingGoToPricingActionCenterYesYes
    UpdatePriceUpdatePriceActionCenterYes Yes
    FinalizeFinalizeActionCenterYesYes
    CloseCartCloseCartActionCenterYesYes
    AbandonAbandonActionCenterYesYes
    SaveSaveActionCenterYesYes
    QuickSaveQuickSaveActionRightYesYes
  7. Click Save.

Now, you can test the quote creation process in the Revenue lifecycle solution (RLS) flow. 

Next Step: Creating a Quote from the Proposal