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.

download

Configure Quote Details Page using CX Studio

CX (customer experience) Studio is a low-code/no-code module that makes it simple for users of all experience levels to create and edit pages, layouts, and applications. CX Studio's user-friendly interface and simple drag-and-drop features enable non-programmers to create powerful solutions that meet their objectives, increasing efficiency and productivity in a range of business operations. The CX studio provides the ability to modify the action panel by adding or removing both standard and custom actions.

You can configure and customize the quote details and edit pages using CX Studio. This enhances the management of quote information during its Lifecycle. You can create these pages for different quote types and adjust layouts based on record types and user profiles or roles. You can add or remove multiple sections such as Line Items, Documents, Assets, Orders, Contracts, and Approval Requests on the quote details page. In addition, you can also include custom-related information sections that are related to custom objects specific to business needs.