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Savvy Scholar

Anyone using Conga for Quote PDF Template?

Hi all!

 

We're having a hard time getting our quote templates formatted in a presentable way because of the way we use the product catalog (rate plans and charges)

 

For any one rate plan we have 4 charges:
Product Price
Product Discount (%)
Overage Price
Overage Discount (%)

Having a seperate charge for discount means that we cannot show the discounted $ value for the Product and Overage net Price on a PDF. 

We can only show an aggregated discount $$ value for the entire quote - pulled from Quote Metrics.

 

We're considering Conga/Drawloop/etc for some more advanced templating capabilities and I was hoping to connect with some others that have faced the similar challenges and opted for a more advanced template management platform.

 

Looking forward to hearing from you!

Justin

 

Justin Donlon
Carbonite | Senior Business Analyst | 781 492 4722
6 REPLIES 6
Support SME

Re: Anyone using Conga for Quote PDF Template?

Hi @AmyLy I think you probably will be able to share some information here as I know few customers are using Conga.  Thanks






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Zuora Staff

Re: Anyone using Conga for Quote PDF Template?

@doyeli Let me look over some notes and will send you a few.  Thanks.

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Master

Re: Anyone using Conga for Quote PDF Template?

I just wanted to follow up on this?  Did you try Conga?  Did it work?  Any recommendations?

Savvy Scholar

Re: Anyone using Conga for Quote PDF Template?

Yes @sfguy92  - we did a POC with Conga and really like it. We'll be using it for sure.

Justin Donlon
Carbonite | Senior Business Analyst | 781 492 4722
Master

Re: Anyone using Conga for Quote PDF Template?

Any chance you'd be willing to talk briefly about it over the phone?

Savvy Scholar

Re: Anyone using Conga for Quote PDF Template?

yep email me jdonlon@carbonite.com

Justin Donlon
Carbonite | Senior Business Analyst | 781 492 4722