Conga Product Documentation

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Mobile Integration

Capabilities

When it comes to mobile integration, Smart CPQ provides a CRM-integrated version where users can open Smart CPQ within MSCRM within a web browser. This version is compatible with phones and tablets.

BROWSER ACCESS (PHONES OR TABLETS)

It is possible to access Smart CPQ from MSCRM (browser) with a quote and theme that are specific to your device. Smart CPQ is opened in a frame contained within MSCRM.

Smart CPQ solution is able to detect the device type: tablet or phone.

When opening Smart CPQ, it uses the bizapp mechanism to

append _TouchPhone or _TouchTablet to the quote model, layout, and service definitions.

Nexus illustrations on Browser:







Themes & Implementation

Smart CPQ offers the capability to open quotes with a different layout and theme based on the device.

Using the same theme for multiple devices will result in a poor user experience on phones. For instance, the standard screen displays well on a computer but not on a mobile device.

New themes may be developed to improve the user experience on phones and tablets.