You can use the Conga CPQ user-friendly interface to enter the necessary information and prepare a quote/proposal request or draft. To complete the quote/proposal, you must enter details relevant to the proposal. Some of the fields identified with * mark are mandatory fields. If the required details are not entered or incorrect details are entered, the system displays validation rule errors at the top of the page highlighted in red.

The Quote creation process comprises the following four steps:

• Selecting Products: This stage of the process enables you to select products from the Catalog page. You can select and add Standalone and Bundle products directly to the shopping cart or choose to configure products that have attributes or options associated with them. While doing this, you can also view the Product Summary by clicking a specific product, which lists the Product Code, Product Description, and whether a product has attributes and options associated with it.
• Configure: On the Catalog page, if you choose to configure products, you can select attributes from the Attributes page or select options from the Options page.
• Price: After you are done with your product selection or configuration, you can price them on the Shopping Cart page.
• Finalize: Once your cart is complete, you can finalize the cart and your quote is ready to be generated.