CPQ for Users
This section explains how to use Conga Configuration, Pricing, and Quoting (CPQ) to manage your organization's and your customers' configuring, pricing, and quoting requirements.
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Topic |
Description |
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What's Covered |
This section walks the Sales Representative through the entire process of configuring, pricing, and quoting. It provides conceptual information, step-by-step instructions, and use cases for the features provided by Conga CPQ. |
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Primary Audience |
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IT Environment |
Refer to the latest Conga CPQ Release Notes for information on System Requirements and Supported Platforms. |
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Updates |
For a comprehensive list of updates to this section for each release, see the What's New in CPQ Documentation topic. |
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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 quotes/proposals
- Configure products from the catalog
- Price products and apply adjustments
- Work with cart
- Finalize quotes/proposals
- Manage assets
- Manage services
Before using CPQ, you must be familiar with the following:
- Basic knowledge of Salesforce
- Salesforce and Conga terms and definitions
