Conga Product Documentation

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Prerequisites

  1. The asset line item (ALI) is active.
  2. The price type for the ALI is either Recurring or One-Time (Usage price type is not supported).
  3. The billing schedule is of the Contracted type and in Pending Billing status (if the billing schedule is in Pending Invoiced status, you must cancel the draft invoice to revert the billing schedule's status to Pending Billing).