Present and place orders through a single digital commerce platform, providing a unified and modern buying and selling experience. Partner Commerce is the activity of electronically buying or selling products on online services or over the Internet. Partner Commerce can be used as a standalone web app or a mobile application. It can also be used to conduct social commerce. It enables consumers to shop from their homes and offices, and even on the move.
Conga CPQ is a CRM-agnostic solution available on Conga Platform. With an API-first approach, CPQ services (configuration, pricing, quoting) can be embedded into customer’s eCommerce, Direct Sales, and Partner Portals. Conga CPQ helps customers to streamline configuration and pricing across revenue lifecycle operations, providing faster scale and performance.
Conga CPQ provides the ability to offer self-service capabilities for guided configuration and contracted pricing embedded on any B2B eCommerce site. Conga CPQ provides customers the ability to choose which capability (configuration, pricing, quoting) they want to embed into their revenue lifecycle, at a pace that supports their business needs.
As an administrator, you can use the Conga CPQ application and APIs to perform configuration and pricing tasks to build the catalog page for your e-commerce website. Configuration involves creating products, options, attributes, and categories and associating them appropriately with each other for visibility on the Catalog page. A product can be created as a standalone product or as a bundle product with options and attributes. You can control the selection of a product on the catalog page by configuring constraint rules. You can also control the selection of attributes on the configuration page of a product by setting up an attribute-based configuration for that product. Pricing enables you to set up pricing structures for the products so that the price for all products is calculated accurately. Pricing has two components: Price Lists and Price List Items. A price list controls the visibility of products to the user. A price list contains several price list items, each linked to a product. Conga CPQ calculates the price for each product based on the applied price list, price list items, and various pricing and discounting rules.
After you have used Conga CPQ to configure products and pricing, you can associate the price list to the storefront object within the Partner Commerce package. After your catalog has been set up, the next step is to create a Storefront record. The storefront object is very basic and requires only two fields to map a storefront to a price list and an active account. The price list refers to the price list you want the user to access.
It is important to understand how terms are used when working with Partner Commerce.
|Configure Price Quote (CPQ)||Conga solution for configuring products, setting up pricing, and generating quotes.|
|Partner Commerce||Partner Commerce enables your partner company to create quotes, configure products, and manage orders for the end customer to ensure faster selling and up-time without your support.|
|Product Catalog||A view that allows hierarchical categorization of products for users to search through and add to their configuration.|
Products or services that can be sold on its own as a standalone item, an option of other products, or as part of a bundled product.
Rules that drive automatic inclusion, exclusion, recommendation, or replacement of products selected in the catalog page. Each Constraint Rule is composed of three parts: the Rule Detail, the Rule Condition, and the Rule Actions.
|Options||A product that can be sold along with another product.|
|Attributes||Features of a product, such as color, size, weight, and more.|
|Storefront||A custom object that is part of the E-Commerce package. The storefront object maps a storefront to a price list and other basic information such as logos, banners, and more.|
|Reference template/application||Base template provided by Conga for further development and customization as per your requirement.|
|Translations||If your org has multiple languages enabled, use Translation Workbench to maintain your translated labels in your org. You can manage translated values for any Salesforce supported language.|
A structured definition of a prospective sale that contains product configurations, pricing, and customer opportunity information.