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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 Agent 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 Buyer

  • 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.
  • Cart must be finalized.
  • You have raised a CloudOps ticket to enable the enhancement for on-demand external user creation. See Sharing a Quote with a Buyer

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

While sharing you need to choose the authentication type. The following types are supported.

While sharing you need to choose the authentication type. The following types are supported.
  • Anonymous
    • No Edit Access - Can Review, Comment, Accept / Reject
  • Authenticated With Login
    • No Edit Access - Can Review, Comment, Accept / Reject
    • Restricted Edit Access - Can Review, Update Qty/Term, Comment, Accept / Reject
    • Full Edit Access - Add, Remove Items, Comment, Accept / Reject

When using the "Anonymous" authentication type, the Storefront must have Guest User access configured.

  1. Open the required Quote.
  2. Click Next Steps > Share with Buyer.
  3. Select the authentication type and the access type.
    "Authenticated With Login" and "No Edit Access - Can Review, Comment, Accept / Reject" are the default selection.
  4. The From field has default selection. The quote owner email ID is displayed.
  5. Enter the recipient's email address.
    For "Anonymous", primary contact is displayed in the field, you can delete and add a new name if required. For "Authenticated With Login", you must enter the name or use the typeahead search function.
  6. The email subject is auto generated and includes account details. Modify as required.
  7. 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.
  8. Review the message in the Preview Message window, click Send.
An email with a link to the Storefront is sent to the buyer, where the buyer can review the quote and provide the appropriate response.
Use Case
Conga
CPQ

September 10, 2026