Configuring General Settings
- Log in to the Conga Platform as an admin user.
- Click the App Launcher (
) icon from the top-left corner and go to Apps > Revenue Admin.
A Quotes page is displayed. - In the left navigation pane, click the Revenue Admin Icon.
- Under ADMIN SETUP, go to Application Settings > Global Settings > General.
- Enter the following details.
Setting
Description
System Global
Keep Abandoned Carts
Turn this setting ON to indicate whether abandoned carts must be kept.
Bypass Shopping Cart
Turn this setting ON to bypass the shopping cart. CPQ displays the UpdatePrice and Finalize buttons and hides the Go To Pricing button on the configuration page.
Field Precision
Percentage Field Precision
Enter a number to specify decimal places for percentage precision. For example, number 5.
Currency Field Precision
Enter a number to specify decimal places for currency precision. For example, number 5.
Quantity Field Precision
Enter a number to specify decimal places for quantity precision. For example, number 5.
Term Field Precision
Enter a number to specify decimal places for selling term precision. For example, number 5.
Finalization and Approvals
Auto Finalize On Cart Approval
Turn this setting ON. This indicates whether the cart is auto-finalized. CPQ automatically finalizes the cart when approved and ready for finalization.
Auto Sync On Cart Approval
Turn this setting ON. This indicates whether the cart is auto-synchronized. CPQ automatically synchronizes the cart when approved and ready for finalization.
- Click Save.