This Configure, Price, Quote (CPQ) Implementer's Guide documents the foundational system setup and strategic alignment required to support scalable, accurate, and efficient quoting operations across the organization. The configuration outlined herein reflects a collaborative effort among business stakeholders, Sales, Finance, Product, Operations, and IT teams to ensure the CPQ platform meets both commercial objectives and governance standards.

The primary objectives of this configuration include:

• Standardization of Quoting Processes: Establishing consistent workflows for product configuration, pricing, discounting, approvals, and quote generation to reduce cycle times and improve sales effectiveness.
• Scalability and Flexibility: Designing the CPQ system to support future growth, new product offerings, evolving pricing models, and changing market needs without significant rework.

This guide serves as a living document to guide implementation, support change management, and ensure alignment with strategic priorities throughout the CPQ deployment lifecycle. It is intended for use by project teams, system administrators, sales leaders, and business stakeholders to maintain clarity, continuity, and long-term success of the CPQ program.

Intended Audience

Each section in this guide corresponds to a major configuration area. Sections can be followed sequentially during a new implementation or referenced independently for system enhancements, audits, or training. For additional supporting references, please visit Conga Documentation Portal.

This workbook will continue to evolve alongside product enhancements and implementation learnings.