Conga Product Documentation

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Quotes Management

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

Prerequisite:

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

After requesting a quote, you can perform the following:

  • Generate a quote document so that you can email the proposal document to the customer.
  • Present a generated quote with the requested products, services, and pricing to the customer via email, so the customer can view the quote.
  • View and track quotes.
  • Modify the quote by editing the header and line items in the requested quote. You can add, change, or delete items from the requested quote in the draft stage only.
  • View and manage the details of a requested quote created by the customer or created for the customer.
  • Get notified when the quote is accepted by the customer so you can accept the quote on behalf of the customer.