Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Accepting Quotes

The Approval Stage must be in the Presented stage and the associated cart must be in the Finalized stage.

After a trading partner has accepted a proposal, you can finalize the proposal by accepting the proposal.

After the proposal has been presented to the trading partner either manually or via email, the Accept button is enabled. Clicking the Accept button signifies that the trading partner has accepted the Proposal.

  1. Open the desired quote.
  2. Click the vertical ellipsis icon next to the Generate button.
  3. Click Accept.
    The Approval Stage changes to Accepted.