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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts

Products

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Adding a Product to the Grid

A product can be added to a Contract Profile using the Product Grid, or from the Products browse screen. The benefit of adding a product from the Product Grid is that the information for all other products is readily visible to ensure duplicate products are not added.

If you add a product to the Product Grid, it is also added to the Products screen. Conversely, adding a product from the Products screen will also add it to the Grid.

  1. Open the Contract Profile that needs the product information.
  2. Click the Products link in the Links section of the screen.
  3. In the Products screen, click Edit Product Grid in the toolbar.
  4. When the screen refreshes, click Add Product in the toolbar.
  5. When a blank record displays, click inside each field and provide the requested information. Observe the following when populating three of the fields/lists:
    • Do not use a $ sign in the Product Price field.
    • If the correct unit is not in the Product Unit of Measure list, type the new unit directly into the field to add it to the list.
    • In the Product Classification list:
    • Click in the field to activate it, and then click v to display a Product Classifications window.
      • (Optional) Click Search and clear the check box for Classification Code or Classification Name to filter the search by classification codes or names.
    • Enter a product classification code or name in the Search field, and click the magnifying glass.
    • In the filtered results, locate the correct classification code/name, and click on it to select it.
      • Remove a selected code/name by clicking its x icon in the Classification list box at the top of the window.
    • Click Submit to close the window and populate the field.
  6. Click Save.
User Guide
Contracts

January 2, 2025