Conga CPQ Administrator Guide explains how to configure Conga Configuration & Pricing. This guide describes the administrative tasks to be performed to enable the features in CPQ and covers the most common use cases for CPQ administration.

TopicDescription
What's CoveredThis guide walks the administrator through the process of CPQ administration. It provides conceptual information, step-by-step instructions, and use cases for CPQ administrative tasks. This guide describes the workflows for configuring products, defining the price for configured products, defining product and pricing rules and so on.
Primary Audience

Administrator

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 Administrator Guide topic.
Other Resources

  • Conga CPQ User Guide: Refer to this guide for information on features and use cases of 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 Products

  • Manage Bundles

  • Create Categories and Hierarchy

  • Manage Attributes

  • Manage Rules

  • Create Price Lists

  • Manage Pricing Rules

  • Configure Quote/Proposal

  • Manage Promotions

  • Manage Assets and Asset Line Item

Before using CPQ, you must be familiar with the following:

  • Basic Salesforce administration

  • Salesforce and Conga terms and definitions

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

DOC ID: CPQWIN20AGREVC20210120