This package includes an end to end Master Services Agreement process for Salesforce CPQ customers. This requires Salesforce CPQ to use. The package extends the Master Services Agreement request process to also work on Quote. The MSA for Sales Cloud package should be installed and configured prior to completing this setup. It also includes sample language for an Order Form on Quote. This sample is to help you design your templates and create your clauses. You are welcome to use our template and replace the clause verbiage with your own. 

Prerequisites

  • You must install Conga Composer and Salesforce CPQ before installing and configuring this process. 
  • You must also have the MSA for Sales Cloud package installed from the MSA for Sales Cloud Quickstart. Follow the steps and ensure you click on the MSA for Sales Cloud Package Link. 

To install the MSA and Order for CPQ Quickstart

  1. Navigate to Conga CLM Setup in Salesforce
  2. Click on Quickstart > General in the menu on the left
  3. Click View under MSA and Order for CPQ Quickstart

  4. If Conga Composer and Salesforce CPQ installed, you will see green Composer Installed and CPQ Installed verification text and can proceed by clicking MSA and Order for CPQ Package Install Link.

    You must install this package before proceeding to the configuration link. 

  5. Click Agree and Install Package to proceed with the installation after reading the disclaimer or click Close if you do not want to proceed. 
  6. On the Salesforce package installation page, select a user installation and access option. We recommend selecting Install for All users. 
  7. Click Install
  8. Click Done
  9. You are redirected to the Salesforce Installed Package page where you can view the package you just installed. You don't have to take any further actions now, but you are able to configure and modify these packages at any time. 

To configure the MSA and Order for CPQ Quickstart

  1. Navigate to Conga CLM Setup in Salesforce
  2. Click on Quickstart > General in the menu on the left
  3. Click View under MSA and Order for CPQ Quickstart
  4. Click the MSA and Order for CPQ Process Configuration link
  5. If successfully installed, a green banner displays with the following message: Business Process Data Successfully Created
  6. From the Quick Find menu, enter "Conga Solutions".
  7. Click Conga Contracts for Salesforce_QuoteOrder_Solution to view the Conga Composer solution you created through the above steps. This is where you can view the button URL, queries, and parameters. You are able to edit or make additions to this solution. 
    • To edit the Word template, Click the Conga_Contracts_for_Salesforce_QuoteOrder Salesforce Record for the File Template
    • Under the Related tab, click SBQQ_Quote_Order_Template to view the Word template and merge fields. You can edit this template and click Upload Files to upload your own version. The solution will use the latest uploaded file. For more information see Composer Template Basics. 
    • For more information on adding queries and parameters, see Building Composer Solutions. 
  8. Click Create Button
  9. Navigate to Object Manager > Quote > Page Layouts > Quote Layout and under Mobile and Lightning Actions add the SalesforceQuoteOrderSolution action to your layout. For more information on adding buttons to a page layout, see Customize Standard and Custom Buttons on Page Layouts. 
  10. Add the MSA Contract Request action to your layout
  11. Click Save

Users can now Create a MSA Contract Request on the Quote object or Create an Order for Quote.