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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)CPQ 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

Share Quote with Buyer and Partner

Sharing a Quote with a Partner

  • The quote must be in Generated or Presented stage.
  • Storefront is configured.
  • Account details, bill to, ship to, and primary contact information is present in the quote.

You can build a quote and share with the partner to help finalize the configuration and pricing.

While sharing, there is only one supported option for authentication type, which is Access with Login. The following access types are supported.
  • View Access Only with Accept/Reject
  • View Access with Quantity/Term Change
  • Edit Access (Add/Remove/Configure Cart)
  1. Open the required Quote.
  2. Click Next Steps > Share with Buyer.
  3. Access with Login is the default selection for Authentication Type which cannot be modified.
  4. Select the required access type from the drop-down list.
  5. The From field has default selection. The quote owner email ID is displayed.
  6. Enter the recipient's email address.
    For "Access without Login", primary contact is displayed in the field, you can delete and add a new name if required. For "Access with Login", you must enter the name or use the typeahead search function.
  7. The email subject is auto generated. Modify as required.
  8. Proceed with the pre-selected email template, or select a different template, or select Write Custom Message to disregard the predefined template and compose a personalized message.
    The predefined templates are non-editable. In the customized message panel, the URL to the storefront is auto populated and you can write a custom message around the URL.
  9. Review the message in the Preview Message window, click Send.
An email with a link to the Storefront is sent to the partner, where the partner can review the quote and provide the appropriate response.
Use Case
Conga
CPQ

April 20, 2026