home

CPQ for Advantage Platform

Adobe Sign ServicesAiMeAdvantage 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 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAiMeAdvantage 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 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CPQ for Advantage Platform

Contracts Management

Creating a Contract

When you create a contract from a quote, note the following:
  • A contract can be created during any stage of the quote. Contract creation is not dependent on the quote stage or approval status.
  • If the business requires the Create Contract button to be hidden at any Quote stage, you can configure the button by applying a Visibility rule in the layout.
  • You can create multiple contracts. However you must select a contract type.
  • When the QuoteToContractThreshold setting is not configured under Quote Settings, the Quote-to-Agreement creation happens synchronously. However, when this setting is defined, the creation of Contract Lines from Quote Lines is handled asynchronously according to the specified QuoteToContractThreshold setting.
  • All standard and custom fields will automatically map from the Quote to the Contract object, provided the API Names and Data Types match exactly on both objects.
  • A contract can be created irrespective of the status of the cart. However, if the cart status is 'Abandoned' or 'Superseded', then a contract is created without any line items. A contract generated from an empty cart has no line items.
  • When the EnableQuoteToContractCopyCart feature setting is enabled, the cart‑cloning process runs asynchronously and always returns a job status when the parent cart contains line items, regardless of the number of items. However, if the parent cart has no line items, the process runs synchronously. As a result, the asynchronous flow is triggered only when line items are present, and lowering the quote‑to‑contract threshold has no impact in scenarios where the cart is empty.
  • When a contract creation or update job is in progress, the system disables all contract-related buttons and displays a message explaining the disabled state. The system checks job status on page refresh and re-enables actions automatically when the job completes or fails. Administrators can configure the polling interval and retry limit for job status checks using "QuoteToContractPollingIntervalInMS" and "QuoteToContractPollingRetryLimit" in quote settings. API: /api/config-management/v1/configurations
    • QuoteToContractPollingIntervalInMS (default: 3000) – Interval between job status checks in milliseconds.
    • QuoteToContractPollingRetryLimit (default: 60) – Maximum number of polling attempts before polling stops.
  1. Go to the Quotes page and click the required quote.
  2. On the quote details page, click Next Steps > Create Contract.
  3. In the Create Contract panel, complete the following.
    • Select the contract type from the drop-down list.
    • By default all the cart line items are selected. You can keep the current selection or choose specific line items, or remove all line items.
    • Search for products using the basic or advanced search if required.
  4. Click Submit
A new contract is created. In the confirmation message window, click on the contract name to open the contract in a new tab of Contract App. You can also access the associated contracts from the Related List, available on the quote details page.
Use Case
Conga
CPQ

October 21, 2026