Conga Product Documentation

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Managing Favorites

As a Sales Rep, you can create quotes faster by using favorites, also known as saved configurations. These pre-defined setups let you:

  • Quickly add products by selecting a favorite from the catalog and add it to your cart.
  • Save time by reusing configurations for multiple quotes or orders. It ensures consistency and accuracy while speeding up the quoting and ordering process.

With the ability to add favorites to the cart like any other product from the catalog, sales reps can easily combine multiple saved configurations in a single order and quote. This feature allows for flexibility in accommodating customer preferences and requirements without starting the configuration process from scratch each time. By leveraging the favorite configuration, sales reps can enhance their efficiency and provide a smoother experience for customers by quickly generating accurate quotes and ensuring that all necessary product configurations are included.

The favorite configuration can be private or public. A private configuration is only visible to the user who has created the favorite; however, public configurations are displayed on the My Favorites page for all other Sales Reps.

Note:

To use this functionality, the implementer must set the EnableFavorite flag available in the ConfigSystemProperties. Use the following API to enable the flag. For more information, click here.

PUT https://<URL_of_the_Instance>/api/revenue-admin/v1/flows/{flowname}/settings/ConfigSystemProperties