Conga Product Documentation

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Collaborating on Quote Reviews

Collaborative Quote Review enables you to access and collaborate on quotes through a secure Storefront link from the CPQ UI. Depending on the access level selected by the Sales Representative, partners can view the quote, make limited adjustments, or fully edit cart items. They can also accept, reject, or request changes.

  1. Sales Representative can initiate collaboration by creating a quote in the CPQ UI. To create a quote in CPQ, refer Creating a Quote topic.
  2. Review and update details as needed and set the status to Generated.
  3. Click Next Step.
  4. Click Share with Partner.
  5. Share the quote with partner. Refer Sharing a Quote with a Partner topic to share the quote.
    Desired partner receives the quote with a quote link. Quote is in the Presented status in Partner Commerce application and "Presented - Collaboration in Progress" tag appears.
  6. Access the quote (Partner):
    • Click the shared quote link from the email and view the quote on the quote details page with UI options based on the assigned access level.

    Note:

    Depending on the access provided by the Sales Representative while sharing the quote, the Partner may receive one of the following access types:

    Access TypeDescription
    Access With Login – View Access Only (Accept/Reject)Partners can view the quote with no editable fields. They can accept, reject, or request changes, and can add comments.
    Access With Login – View Access with Quantity/Term ChangePartnerscan edit Quantity, Start Date, and End Date. Other fields remain disabled, and asset-related updates are not supported. All Partner actions (Accept/Reject/Request changes) are available.
    Access With Login – Edit Access (Add/Remove/Configure Cart)Partners can add, remove, and configure line items. Most editable fields are enabled. All Partners actions (Accept/Reject/Request changes) remain available. They can also generate and present the quote.
  7. Review, select, or edit as per the desired requirement.