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Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals 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)Contribution Management SystemCPQ 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest 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 Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release

Conga Product Documentation

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AiMe

Conga Quote Agent

Generating a Quote Document

  • Conga CPQ is installed on your Salesforce org (October '26 release or later).
  • Your administrator has enabled Conga Quote Agent for your user profile.
  • There is a quote with line items.
  • The administrator has configured at least one document template.
  • You have Salesforce permissions to generate documents.
Ask Conga Quote Agent to generate a quote document by selecting a template and output format through conversational prompts.
  1. Ask Conga Quote Agent to generate a document for the quote.
    • "Generate a document for this quote."
    • "Create a PDF proposal for quote Q-456."
  2. If multiple templates or output formats are available, select the desired option when Conga Quote Agent prompts you.
    Conga Quote Agent presents available templates (e.g., Standard Proposal, Executive Summary) and output formats (e.g., PDF, DOCX). Provide your selection in your reply.
  3. Wait for Conga Quote Agent to generate the document.
    Conga Quote Agent generates the document and provides access to the output file. The document is attached to the quote record in Salesforce.

October 10, 2026