Conga Product Documentation

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Creating Quotes from Opportunities

You can use the user-friendly interface to enter the necessary information and prepare a quote/proposal request or draft. To complete the quote/proposal, you must enter details relevant to a proposal. Some of the fields identified with (red vertical line) are required fields, without which you cannot save the proposal record. If the required details are not entered or incorrect details are entered, the system displays validation rule errors at the top of the page highlighted in red.