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CPQ for Advantage Platform

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Conga Product Documentation

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CPQ for Advantage Platform

CPQ for Users

Viewing Quote 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, Quote Locations, Contract etc. On this page you can perform all the required actions to complete the quote lifecycle.

Ensure that the quote end date occurs after the start date. Validation on the quote fields can be achieved via a workflow (before saving the quote). The system displays the message based on the trigger conditions that have been defined.

The quote progress tracker allows you to track different stages of quotes operations or progress in real-time.

The Purchase Identifier (PI) value from the quote is displayed on all cart line items during the asset-based operations. If an asset has PI value, then user is restricted from updating the PI value on all primary asset lines. However if the PI value on primary line of a bundle is updated, then the value is copied till sub bundle options and rolled up lines during new sale. Assets with blank PI values inherit the quote's PI value, while assets with existing PI values remain unchanged.

  1. Login to the Conga CPQ on Platform. By default, Quotes page is displayed.
  2. Open the desired quote by clicking the quote number or quote name to view the quote details.
  3. Following operations are available in the left pane:
    OperationsDescriptions
    Product ConfigurationsTo view the configurations that you made for the products while creating a quote.
    DocumentsTo view related documents generated during the quote life cycle.
    Line ItemsTo view the line items you added to the cart during the quote life cycle.
    OrdersTo view the order details.
    AssetsTo view the assets details.
    ApprovalsTo view the approvals associated with the quote.
    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.

    ContractsTo view the contracts associated with the quote.
    Collaboration Requests

    To view the requests associated with the quote. For more information on working with collaboration requests, see Working with the Collaboration Request.

    Sign Transactions

    To view the sign transactions associated with the quote. For more information on signing a quote, refer to Sending Document for eSignature.

    RebatesTo define and associated rebate programs to the Quote from the quote page.

    To fetch and associate a rebate program, click Fetch Program and refer Associating a Rebate Program topic.

    Price Programs
    To define and associated price programs to the Quote from the quote page.
  4. Following operations are available in the right pane:
    OperationsDescriptions
    CartAllows you to add products. The Mini Cart feature on the quote details page includes the following features:
    • Primary Line Items Display: The Mini Cart shows the primary line items added to the cart.
    • View Cart: The "View Cart" button to open the full cart page
    • Finalize: The "Finalize" button to finalize the cart.
    • Line Item Count: The total number of line items added to the cart is displayed as a count tagged on the cart icon.
    • More Products Link: A 'More Products' link appears if the line items exceed the UI display limits. This navigates you to the cart page to view all line items.
    • Cart and Configuration Errors: The Mini Cart displays any cart and configuration errors directly within the cart view.
    • Wrench Icon: A wrench icon is displayed next to bundle products. Click the icon to navigate to the cart page.
    • Error Indicator: An error icon appears on the wrench icon if there are issues with the bundle configuration.
    CatalogDisplays the high-level categories along with the description and reference image. Clicking the category navigates you to the category detail page. The Search option allows you to enter the product name, as a result, CPQ web UI lists the categories that the product is associated with.
    Installed ProductsDisplays the purchased products. On this page, you can Change, Renew, Terminate, Suspend, and Resume an existing asset. For more information about the page, see Installed Products Page.
    Recommended Products
    Provides a list of recommended products by validating your quote. The recommended products icon includes the following features:
    • Displays the total number of recommended products as a count.
    • Displays the basic product details such as Product Name, Image, Configuration Type, Product Description, and Product Family when you click the icon.
    • Allows you to add the recommended products to the cart.
    • Removes the product from the list once you add the product to the cart.
    DetailsProvides comprehensive details of the selected quote.
    DocumentsProvides a list of documents generated and associated during the quote lifecycle.
  5. Click Next Steps to view the available operations and make your selection.
    The available operations vary depending on the status of the Quote. For instance, the Send for Signature button appears only when the quote is in the Generated state. Primary action buttons are highlighted in blue, while secondary actions are styled with a white background and a blue outline.

January 27, 2026