Conga Product Documentation

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Use Favorites

You can view and use favorite configurations from the My Favorites page.

The Favorites home page lists all the favorite configurations (public and private). In the case of private favorite configurations, you can view only those private favorites that you have created as private favorite configurations. To see the details of a particular favorite configuration, click the Favorite Name link. On the details page, you can view the Favorite Summary and Line Items.

You can perform the following actions on the favorite list view:

  • Search for a favorite by name from the search bar on the Favorites page.
  • Sort the list by clicking the Favorite Name, Description, Visibility, Active, and Created Date column names.
  • Specify how many favorites should be displayed on a single page. To enable pagination, go to the per page field on the top right bar and select a value from 10, 20, 30, or 40 quotes per page.


Each row in the favorites list allows you to perform the following actions:



Add Favorite Configuration to the Cart

A favorite configuration can be easily added to the cart from the favorites list or the Favorite Details page. By clicking Add to Cart, you can quickly include your preferred configuration in the cart without going through the setup process again.

You can also use the Quick-Add () button to add multiple products to the cart and create quotes and orders quickly. For more information, see Use CTA (call-to-action) "Quick-Add" Button.

Edit a Favorite Configuration

You can edit any of the favorite configurations as per your business use case. You can modify the Name, Description, and Visibility of the Favorite from the Favorite Summary section only if it is an active favorite and owned by you. All the line items in the Favorite are listed in the Line Items section.


You can select a desired favorite configuration from the list, and by clicking the More icon, choose the Edit option to modify its details. Alternatively, clicking the Favorite Name link opens the Favorite Details page, where you can edit the configuration as needed.

Delete Favorite Configuration(s)

You can remove one or more favorite configurations that you have created. To delete, open the list and use the More icon beside a specific favorite to choose Delete, or select multiple favorites and click the Delete icon to remove them together.