Conga Product Documentation

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Auto-Synching Cart Line Items to a Quote

When Auto-sync is turned on, the system does validate for errors and auto-syncs the cart lines with the Proposal Lines. You can view the synced line items in the Quote/Proposal detail page under the Line Items related list. Auto-sync is done when the following conditions are satisfied:

  • No error produced by the Validation callback
  • No Constraint Rules error
  • No line items in price pending state
  • No Must Configure product is in configuration pending state