Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Forecast Billing on Cart

Before you finalize your cart and your product becomes an asset, you can forecast your billing schedules.

To generate billing forecasts for products

  1. Create your Quote/Proposal.
  2. Click Configure Products to navigate to your cart.
  3. Add products to the cart.
    Note: You can associate a billing plan to the line items before forecasting the data.
  4. From the more menu, next to Finalize Button, click ShowForecastBilling.


  5. Forecast Billing UI appears. Select your Forecast Term and click Forecast.

    Forecast Billing Schedules for your selected product appears. You can hover over the bar graph for more details and use the filters to narrow down the forecast data.

  6. Click Back to navigate back to your cart.

    If you make any changes to the product configuration, reprise your cart and generate forecast billing again to see the updated forecast data.