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.

download

To preview and submit a quote or proposal

The Quote Approval Status must be Not Submitted or Approval Required.

  1. Open a proposal.
  2. Click the vertical ellipsis icon next to the Generate button.
  3. Click Preview & Submit to review the details in the Preview tab.
  4. Click the Attachments tab to review the attached documents.
  5. Click Submit, enter an appropriate comment in the Approval Notes popup. Click Submit.

    The quote is sent for approval and the status changes to Pending Approval.