Conga Product Documentation

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Adding Products to the Cart

The Catalog page enables you to select and configure products. This page allows multiple ways to search and choose the product you are looking for. You can select products by using the Browse Catalog list, Browse, or the Search bar. When using the search bar, you can search for any product regardless of category. However, the products must have their respective Price List associated with the Quote.

The catalogs displayed in the list are based on the visibility rules defined for 'Category' Business Object and 'Product Configuration' Object Name.
Note: If the Product Configuration is manually updated from the Related list, then the visibility rule does not trigger on the catalog. Navigate to the main catalog page and perform a hard refresh to apply the visibility rules on the catalog page within the Quote.
For more information, see Creating a Visibility Rule.
  1. On the Quote details page, click the catalog () icon to open the catalog pane.
  2. Click Explore Catalog to launch the catalog page. For more information on using the catalog page, see Using the Catalog.
  3. Search and add all required products to the cart. Click the cart () icon to summarize products that were added to the cart.
  4. Click View Cart to navigate to the Cart page.