Conga Contracts for Salesforce for CPQ currently works only in Lightning enabled orgs. Ensure you are in Lightning Experience.

To configure CPQ:

  1. Navigate to Setup > Setup > Apps > Installed Packages.
  2. Click Configure for Salesforce CPQ.
  3. On the Documents tab:
    Set the Document Folder to Quotes.
    Set the Attachment Target to Quote.
    Select the Post to Feed? check box.
  4. Click Save.

To create a CPQ Template:

  1. Switch to the Salesforce CPQ App.
  2. Click Quote Templates.
  3. Click New.
  4. Enter a Template Name.
    If this is your first template, select the Default check box.
  5. Modify any necessary information.
  6. Click Save.

To create Quote Terms:

  1. Click Salesforce App Launcher.
  2. Search for or Navigate to Quote Terms.
  3. Click New. In the Create Quote Term box add all necessary Quote Terms.
    To make each term available, select the Active check box and set the Status to Approved. Also, be sure to set the Print Order.

When a Quote Term is modified, CPQ generates a new Quote Term record that is not directly related to the initial Quote record. Conga Composer cannot dynamically merge modified Quote Term data, as it is no longer directly related to the initial Quote record.

To create Product and Price Books:

  • Ensure that you have products and price books set up properly. Products must have prices and both Products and Price Books must be active.

To enable Feed Tracking for Salesforce Quotes:

  1. Navigate to Setup > Feature Settings > Chatter > Feed Tracking.
  2. Click Quote.
  3. Select the Enable Feed Tracking checkbox.

To Enable Email to Case:

  1. Navigate to Setup > Feature Settings > Setup > Service > Support Settings.
  2. Click Edit.
  3. Ensure that Default Case Owner and Automated Case User are assigned.
  4. Navigate to Setup > Feature Settings > Service > Email-to-Case.
  5. Click Edit.
  6. Select the Enable Email-to-Case checkbox.
  7. Click Save.

To enable Field Tracking on the Opportunity Object:

  1. Navigate to Setup > Objects and Fields > Object Manager.
  2. Click Opportunity.
  3. Click Fields & Relationships.
  4. Click Set History Tracking.
  5. Select the Enable Opportunity Field History checkbox.
  6. Click Save.