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CPQ for Advantage Platform

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CPQ for Advantage Platform

CPQ for Users

Viewing Asset Related Details

Asset 360 feature allows you to view and make necessary changes for an asset line item. Some information is read-only while some have links using which you can navigate to the details. You can edit and save the editable fields.

On Asset Transaction History page, you can see the most up-to-date values for Quantity, Asset Term, Net Price, and Asset TCV. Additionally, you can view all completed transactions related to the selected asset, including change, renewal, termination, and more.

  1. Login to the Conga CPQ on Platform. By default, a Proposals page is displayed.
  2. Click Asset 360 in the left pane.
  3. Click on the desired asset name to view the following details.
    • Basic Information: Shows information such as name, status, charge type, associated price list and more.
    • Additional Information: Shows information such as created and modified date and user, purchase identifier and more.
    • Term: Shows information such as start date, end date, original start date, selling term, selling frequency, and purchase date.
    • Revenue: Shows information such as asset TCT, MRR, and ARR.
    • Renewals: Shows information such as auto renewal type, renewal adjustment type, amount, term, next renew date and more.
    • Billing: Shows information such as billing preference, frequency, rule, start and end date, billing plan and more.
  4. Click Asset Transaction History to view the details about the asset.

August 25, 2025