Conga CPQ

Overview

The Conga CPQ skill provides integration with Conga's Configure-Price-Quote solution for complex product configuration, dynamic pricing rules, quote document generation, and approval workflow management. This skill ensures accurate, compliant quotes for sophisticated product offerings.

Capabilities

Product Configuration

Configure complex product bundles
Handle product dependencies and rules
Validate configuration completeness
Support guided selling workflows

Dynamic Pricing

Apply pricing rules and tiers
Calculate volume and term discounts
Handle currency and localization
Enforce margin thresholds

Quote Document Generation

Generate professional quote documents
Include terms and conditions
Support multiple output formats
Maintain version control

Approval Workflows

Trigger approval processes
Route based on deal criteria
Track approval status
Handle escalation rules

Usage

Quote Configuration

Configure a complex product bundle with appropriate options and pricing for a specific customer scenario.

Approval Management

Submit a quote requiring discount approval and track progress through the approval chain.

Document Generation

Generate a formal quote document with all configured products, pricing, and terms.

Enhances Processes

value-selling-roi
compensation-plan-design
quota-setting-allocation

Dependencies

Conga CPQ subscription
Product catalog configuration
CRM integration (typically Salesforce)

conga-cpq

Preview