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.

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.

UpdatesFor a comprehensive list of updates to this section for each release, see the What's New in CPQ Documentation topic.
Other Resources

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: