Unlock the Power of CPQ and Billing with Conga

A Comprehensive Demo Flow

Explore the transformative potential of Conga’s CPQ and Billing solutions in our latest webinar, hosted in collaboration with Conga and led by Matthew van der Heijden from Synthesis Systems.

This fast-paced, 40-minute session dives into an in-depth demo that demonstrates how Conga’s tools streamline both new sales workflows and asset-based ordering (ABO) scenarios, making complex processes seamless and efficient.

What’s to Learn?

1. Seamless Sales Flow

From quote creation to invoicing, discover how Conga CPQ and Billing simplify the most complex sales processes, ensuring accuracy and speed.

2. ABO Efficiency

Learn how to easily manage renewals, changes, terminations, and swaps with a system designed for flexibility and precision.

Demo Highlights

New Sales Flow (25 Minutes)

• Quote Creation: Configure products (one-time, recurring, usage, and bundles), apply discounts, and create billing plans.
• Pricing and Forecasting: Price bundles, perform billing forecasts, and generate professional quote documents.
• Order Management: Accept quotes to create and activate orders, generating assets and billing schedules.
• Billing and Payments: Conduct invoice runs, define filters, preview results, and generate invoices.
• Tax and Payments: Show due dates, totals, related accounts receivable (A/R) transactions, and balances.

Asset-Based Ordering (ABO) Flow (15 Minutes) 

• Quote Creation with Assets: Auto-activate orders, configure products, and pull installed products into the cart.
• Asset Actions: Demonstrate changes (e.g., add components), renewals, terminations, and swaps.
• Streamlined Billing: Auto-adjust billing schedules for asset-based scenarios, covering renewals, changes, terminations, and swaps.