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CPQ for Advantage Platform

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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 NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Advantage Platform

Managing Accounts

Viewing the Account Related Details

The Accounts details page contains information about customers or individuals with whom you conduct business. You can view the existing contracts with the customer, contact details, the assets, orders, quotes, opportunities, location details etc in separate tabs.

  1. Login to the Conga CPQ on Platform. By default, a Quotes page is displayed.
  2. Navigate to the App Launcher from the top left corner, click Shared Apps > Accounts.
  3. Click on the account name to view the details.
  4. Click on each tab to view the associated details.
    1. Details tab: lists the account details. You can edit the details if required.
    2. Contracts tab: lists the contracts that are associated with the account. Click on the contract name to navigate to the contracts details page.
    3. Contacts tab: lists the contacts that are associated with the account.
    4. Assets tab: lists the assets that are associated with the account.
      On this tab, click Submit On-Demand Renewal Job to generate a renewal quote for eligible asset line items. For this to work, in Global Settings > Assets, the Renewal Execution Mode must be set to On-Demand.
    5. Orders tab: lists the orders that are associated with the account. You can create a new order from this tab. The process is the same as creating a new order, see Creating Orders.
    6. Quotes tab: lists the quotes that are associated with the account. You can create a new quote from this tab. The process is the same as creating a new quote, see Quotes.
    7. Opportunities tab: lists the opportunities that are associated with the account. You can create a new opportunity from this tab. The process is the same as creating a new opportunity, see Creating an Opportunity.
    8. Locations tab: lists the locations that are associated with the account. You can create a new account location from this tab, see Creating Account Location.
    9. Renew Asset Group tab: lists the assets that belong to a renewal group. When the renewal execution mode is "Auto" or "OnDemand", then on order activation "Renewal Assets Group" is created and listed on this tab. Click View All to display all assets within the groups. Once all assets are listed, you can apply a custom view and use basic or advanced filters to search for specific assets. Use Close to go back to the group view. Click any group to open the Asset Renew Group page for additional details.

December 29, 2025