For a process with header and child process steps, use the Conga Approval email templates. Notification templates are used to create the notifications sent to approvers to alert them to pending approvals and to allow them to approve or decline a request without logging in to Salesforce.

The following approval email notification templates are available as a part of the standard Approvals Management package. These generic email notification templates can be used without any changes for approvals on any standard or custom objects. However, these notification templates can be customized. Clone these templates to customize your own template.

To view the quote header name in the My Approvals page, change your existing process definitions or custom config settings to use the new templates provided with this release. If you have already customized an email template to use with CPQ cart approvals, you must include the MyCartApprovalsEmail class inside your custom Visualforce template to launch the My Approvals page that shows the quote ID and name fields.


Visualforce Email Templates
SampleDescription
My Approvals Notification (Assignment)Use this template to notify users they must decide on an approval request.
My Approvals Notification (Reassignment)Use this template to notify users that an approval request task initially assigned to them has been reassigned to someone else.
My Approvals Notification (Escalation)Use this template for auto-escalation. Configuration is required to activate this feature.
My Approvals Notification (Cancellation)Use this template to notify users that an approval request has been cancelled.
My Approvals Notification (Notify Only)Use this template to notify users only.
My Approvals Notification (Reminder)Use this template to define automatic reminders of approvals awaiting action.