Conga Product Documentation

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Configuring Flow Settings

Flow settings feature allows administrators to override the Global or the default settings and customize the user interface and experience for different steps in the CPQ process based on the user profile and business rules. Flow settings are used to assign custom or out-of-the-box pages to each step in the CPQ process. This allows you to configure the fields and actions visible within each page, creating a tailored experience for users based on their profile. Flow settings are required so that appropriate pages are loaded for various sections such as Catalog, Configuration, Cart, and Asset.