Conga CPQ User Guide 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 guide 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 guide for each release, see the What's New in User Guide topic.
Other Resources
  • Conga CPQ Administrator Guide: Refer to this guide for information on configuring Conga CPQ.

  • Conga CPQ Release Notes: Refer to this document for information on system requirements and supported platforms, new features and enhancements, resolved issues, and known issues for a specific release.

This guide 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

If you are new to Conga CPQ, begin here: Get Started and About Conga CPQ for Users.