Conga Product Documentation

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Color Bands

Color and shape are used to depict the pricing bands based on the deal guidance rule that matches the deal or line items on the cart.

Deal Maximizer

Conga solution that enables a rule-based system to deliver pricing guidance for in-flight deals that meet corporate revenue and margin objectives.

Deal Ratings

Color and shape are used to depict the pricing bands based on the deal guidance rule that matches the deal or line items on the cart.

Deal Guidance Rules

Deal Guidance rules are used to identify the appropriate pricing deal for the given line item in or all line items. The rules are evaluated to find the appropriate rule entry that matches with the given cart line item or the deal.

Opportunities

Salesforce Standard object that allows you to create opportunity records.

Product Attributes

Features of a product. Examples of common attributes are color, size, weight, and more.

Product Configurations

Set of products with other characteristics such as attributes and more.

Proposal Line Items

Represents the products that are finalized and are a part of the finalized proposal.

Product Configuration Line Items

Represents a product in product configuration that are added to the cart.

Scope

Filters to identify the right deal guidance rules for a given cart line item or the deal.

Quote/Proposals

The Conga custom object used to record information about a specific quote for a specific Opportunity and Account. The tab for the object is presented as Proposals and the record is stored as a Quote/Proposal.