Conga Product Documentation

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Quotes Management

You can create and request a quote for a customer using Digital Commerce before placing an order for better pricing and product configuration.

Pre-requisite:

  • Ensure that Enable Request Quote flag is set to True by your administrator on the Storefront record.

After requesting a quote, you can perform the following:

  • View and track quotes.
  • Modify the quote by editing the header and line items in a requested quote. You can add, change, or delete items from the requested quote in the Draft stage only.
  • View and manage details of a requested quote created by the customer or created for the customer.