This package contains an Order Form process that can be generated from an Opportunity record. The process captures opportunity line items, calculates total cost, and provides a basic order form template.

Prerequisites

You must install Conga Composer before installing and configuring this process. 

To install the Order for Opportunity Quickstart

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

  4. If Conga Composer is installed, you will see green Composer Installed verification text and can proceed by clicking Order for Opportunity 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 Order for Opportunity Quickstart

  1. Navigate to Conga CLM Setup in Salesforce
  2. Click on Quickstart > General in the menu on the left
  3. Click View under Order for Opportunity Quickstart
  4. Click the Order for Opportunity Quickstart 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_OpptyOrder_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_OpptyOrder Salesforce Record for the File Template
    • Under the Related tab, click on 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 > Opportunity > Page Layouts and select a page layout. 
  10. Add the Conga Contracts for SalesforceOpptyOrderSolution button to the layout. For more information on adding buttons to a page layout, see Customize Standard and Custom Buttons on Page Layouts. 
  11. Click Save 

Users can now Create an Order for an Opportunity.