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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)CPQ 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 SearchTurboEnginesX-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 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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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CPQ for Advantage Platform

CPQ for Users

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Viewing the Quote Related Details

Once the proposal is successfully created, you can view the quote's related information at any time. This feature allows you to view and make the necessary changes to the existing configurations as required.

From the quote details page, you can view associated links to view Product Configurations, Documents, Line Items, Orders, Assets, Approvals, and Quote Locations.

To view quote's related details
  1. Login to the Conga CPQ on Platform. By default, a Proposals page is displayed.
  2. Open the desired quote by clicking the Quote number or Quote Name. A quote details page is displayed.
  3. In the left pane, do one of the following:
    1. Click Product Configurations to view the configurations that you made for the products while creating a quote.
    2. Click Documents to view related documents generated during the quote life cycle.
    3. Click Line Items to view the line item you added to the cart during the quote life cycle.
    4. Click Orders to view the order details.
    5. Click Assets to view asset details.
    6. Click Approvals to open the summary of approvals details.
    7. Click Quote Locations to view the quote locations associated with the quote or create a new quote location based on the account location. For more information on creating a new location, see Creating a New Quote Location.

April 21, 2025