Conga Product Documentation

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About Product Configuration

Product Configuration is created after you click the Configure Products button on the Quote Details page. Product Configuration stores the details about the product you configure on the cart, including the options, attributes, and pricing configuration. After the products are configured they are added to Product Configuration the Configurations section on the Quote Details page. The status of the Product Configuration reflects the state of the configuration on the cart.

The following table describes the status of the Product Configuration based on the status of the cart.

Product Configuration Status

Description

Ready For Approvals

After you have finished the configuration and the configuration requires approval.

Ready For Finalization

After the configuration is approved and the cart can be finalized.

Finalized

When you finalize the cart.

Superseded

When you reconfigure a finalized cart then the status of previously finalized configuration changes to Superseded

Saved

When you save the cart.

Pending Approval

When you submit the configuration for approval.

CPQ clones the Product Configuration when you reconfigure a finalized cart and creates a new version of the Product Configuration. When you reconfigure a finalized cart, the status of previous Product Configuration is set to Superseded. The status of the cloned Product Configuration then reflects the current status of the cart. The Product Configuration is deleted when you abandon the cart.

Note:

If you want to change the Account associated with an existing quote with finalized or saved product configuration, you must abandon the cart and reconfigure it.