Conga Product Documentation

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Manage Deal Guidance

Deal Guidance provides you means to determine if a deal is appropriate based on a set of predefined rules. These rules drive the color bands and shapes that are displayed on the cart to help you determine if a deal is good or not. The feature guides you to present a deal that aligns with your organization's objectives which in turn helps to fast-track the deals.

There are three types of deal guidance:

  • Color Bands
  • Dimension & Sets
  • Guidance Rules