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Billing for Salesforce

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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

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Billing for Salesforce

Billing Settings

Configuring the Forecast Action on the Cart

Configure the Forecast action on the Cart Page under the Flow Settings. Clicking this action takes you to the Forecast Billing page, which shows:
  • A header displaying Name and Bill To account of the Quote.
  • Forecast Billing Summary Criterion field.
  • The list of all the line items from the Cart.
  • Generate Forecast and Cancel buttons.
  1. Log in to the Conga Platform as a revenue admin user.
  2. Go to App Setting > CPQ Administration > Configure > Application Settings > Flow Settings.
    A list of already existing flows is displayed.
  3. Click System. A Flow Settings page is displayed. By default, the Cart Page is selected.
    Note: The flow named System is an example. You can create your own flow.
  4. In the Action Settings tab click Add New.
    A new row appears at the end of the list.
  5. In the new row, specify the following settings:
    • Action Label Name: Add a label of your choice, for example, Forecast (Cart Page).
    • Display As: Action.
    • Action Area: Center.
    • Action Page: https://<url of Instance>/billing/forecast/cart.
    • Behaviour: New Window.
    • Action Type: Quick Redirect.
    • Is Enabled: True.
    • Always Display: True.
      Note:
      • Click add new icon to further add an action. You may need to scroll down to see the newly added action row.
      • Click the delete icon to delete an action. The delete icon is visible only for custom actions added by you.
  6. Click Save. The Forecast (Cart Page) action is added to the Cart UI.
The Forecast (Cart Page) action is added to the Cart UI.

September 30, 2026