conga-cpq

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)