Conga Product Documentation

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About CPQ User Interface

The CPQ Home page, which depends on user settings, is the starting point of various functions in the application. The CPQ Home page enables you to access quoting information in a variety of ways; Searching, Reporting, Dashboards, and Views. When you launch the CPQ user interface, the quotes page is displayed.

Number

Description

1

A list of quotes. If you are a new user and are accessing CPQ UI on the Conga platform first time, you see a blank page.

When you created new quotes, those are listed on the Quotes page. For more information, see Viewing Quotes

To view specific quote details, click the required quote number. For more information on quote details page, see Viewing Quote Details.

2

Basic and Advanced Search to retrieve required quotes. You can further search within the results for specific objects using the Advanced Search feature. A search bar is available at the top of every window within the application. Based on the keyword you enter, the system searches against all key elements and retrieves quotes or proposals.

For more information on managing views, see Managing the Views.

3

Pagination: To set the number of rows to display on the page.

4

New Quote: To create a new quote. See Quotes