If your Salesforce Administrator has set up the MSA and Order for CPQ Business Process Automation, you can create an order for a quote using the following steps.
To Create an Order for A Quote
- Navigate to a Quote record in Salesforce
- Click the Conga Contracts for SalesforceQuoteOrderSolution button
- Click Allow if prompted to allow access for Conga Composer
- After the merge completes, you are redirected to the Quote record and can view your merged document under Notes & Attachments.