Conga Product Documentation

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Configure ManageBillingPlan2 VF Page

  • To create a billing plan at the shopping cart level, the product configuration and its pricing must be complete.
  • To create a billing plan at the quote header level, proposal line items must be created.
  • The Approval Stage of the proposal should not be 'Accepted'.
  • Select the ManageBillingPlan2 Visualforce page to use the Billing Plan functionality:
    1. Go to View Object from the Billing Plan screen.
    2. From Buttons, Links, and Actions, edit the New label.
    3. On Salesforce Classic Override, from the Visualforce page drop-down, select ManageBillingPlan2.


    4. Repeat steps 1 to 3 for the Edit and View labels.