Download page Conga Approvals for Conga Platform 202411.2.0 Release Notes.
Conga Approvals for Conga Platform 202411.2.0 Release Notes
In these release notes, you can find new features and enhancements and fixed and known issues for the Approvals 202411.2.0 release. For documentation updates, see What's New in Approvals Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
Access Quote Level Approval Requests from Conga CPQ on Salesforce
A new My Approvals (Quote) button has been added to the Quote/Proposal page in Salesforce. This button allows you to view and manage approval requests for all quotes, regardless of whether they were created in Salesforce using Conga CPQ or Revenue Lifecycle Cloud. Quotes are automatically synchronized between the two systems, ensuring seamless integration. To learn more about accessing My Approvals (Quote) option from Conga CPQ, see Configuring My Approval Button on Proposal Detail Page. To learn more about managing quote-level approvals, see Approvals for Users.
Ability for User Group Members to Approve or Reject Requests via Email
User group members can now approve or reject requests directly from email when their process step is assigned to a user group (Queue). The system sends an email to all members if the IsSendEmailToMembers property on the user group is enabled. For more details, see Create a User Group API. This email allows any member to respond by approving or rejecting the request, with or without comments. The system processes the response based on the member's input. In case of a failure, the system notifies the member via email with the appropriate reason.
If the IsSendEmailToMembers property is disabled, the email is sent only to the email address associated with the user group, provided it is not suppressed by Approval System Properties. However, in this case, the system does not process any responses received from the email.
