CPQ for Administrators
This section explains how to configure Conga Configuration & Pricing. This section describes the administrative tasks to be performed to enable the features in CPQ and covers the most common use cases for CPQ administration.
Topic | Description |
|---|---|
What's Covered | This section walks the administrator through the process of CPQ administration. It provides conceptual information, step-by-step instructions, and use cases for CPQ administrative tasks. This section describes the workflows for configuring products, defining the price for configured products, defining product and pricing rules and so on. |
Primary Audience | Administrator |
IT Environment | Refer to the latest Conga CPQ Release Notes for information on System Requirements and Supported Platforms. |
Updates | For a comprehensive list of updates to this section for each release, see the What's New in CPQ Documentation topic. |
Other Resources | Refer to Conga CPQ Release Notes for information on system requirements and supported platforms, new features and enhancements, resolved issues, and known issues for a specific release. |
This section describes the following tasks:
- Create Products
- Manage Bundles
- Create Categories and Hierarchy
- Manage Attributes
- Manage Rules
- Create Price Lists
- Manage Pricing Rules
- Configure Quote/Proposal
- Manage Promotions
- Manage Assets and Asset Line Item
Before using CPQ, you must be familiar with the following:
- Basic Salesforce administration
- Salesforce and Conga terms and definitions
