a5c-ai 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)