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.

Viewing Quotes

When you launch Quotes from CPQ UI, a list of quotes is displayed. You can view the following information on the Quotes page.

  • Quote Number: This is a system generated number when a quote a created.
  • Name: This is the user defined name given to the quote during creation.
  • Price List: The price list that is associated with the quote.
  • Account: The account that is associated with the quote. Click on the Account name to view additional details.
  • Net Amount: The net amount of the quote.
  • Opportunity: The opportunity through which this quote is generated.
  • Approval Stage: The current stage of the quote such as Draft, Presented, Accepted, etc.
  • Valid Until Date: The validity date of the quote.
  • Created Date: The creation date of the quote.
  • Modified Date: The last modified date of the quote.
You can perform the following operations on this page:
  • Create a new quote or a quick quote.
  • Manage the views and create custom views.
  • Use the search feature to filter the list.
  • Export the details in CSV or Excel format as required.
  • Perform mass delete operation.

You can customize how the New Quote button behaves on this page. For instance, when initiating a new quote, a popup prompts you to select the quote type. If preferred, you can bypass this popup using the provided JSON snippet, or alternatively, activate the Quick Quote button for faster access.

For more information on modifying the Quote flow using object layout metadata, refer to Edit Object Layout Metadata

"header": {
        "type": "pageHeader",
        "title": "",
        "history": {
            "hideHome": true,
            "hideBackButton": true,
            "hideHistoryPanel": true
        },
        "actionBar": {
            "type": "actionBar",
            "name": "action bar",
            "id": "contact-action-bar-id",
            "actions": [
                {
                    "id": "add-new-quote-button",
                    "key": "add-new-quote-button",
                    "label": "New Quote",
                    "actionFunc": "QuotesGrid::openSaveQuoteModal",
                    "translationKeys": {
                        "label": "CPQ_NEW_QUOTE"
                    },
                    "hidden": false
                },
                {
                    "id": "add-new-quote-button-without-recordtype",
                    "key": "add-new-quote-button",
                    "label": "New Quote",
                    "actionFunc": "QuotesGrid::openSaveQuoteModalWithoutRecordType",
                    "translationKeys": {
                        "label": "CPQ_NEW_QUOTE"
                    },
                    "hidden": true
                },
                {
                    "id": "quick-quote-button",
                    "key": "quick-quote-button",
                    "label": "Quick Quote",
                    "actionFunc": "QuotesGrid::openQuickQuoteModal",
                    "translationKeys": {
                        "label": "QUICK_QUOTE"
                    },
                    "hidden": false
                }
            ],
            "uiRules": [],
            "entityType": ""
        },
        "id": "cos-page-header",
        "editable": true
    }
Note: If you have cloned the 'proposal-list' variant in CQP Web Object Layout, then you must add the above JSON snippet to bring the button on the Quote List page.
  1. Login to Conga CPQ on Platform to view the Quotes page.
  2. Click on a quote number to view the details. See Viewing Quote Details