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Contracts for Salesforce

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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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 NotesGeneral
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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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 NotesGeneral

Conga Product Documentation

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Contracts for Salesforce

Generating Documents for CLM (Conga Contracts for Salesforce) with Salesforce CPQ

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Configure Salesforce CPQ for use with CLM(Conga Contracts for Salesforce)

Conga Contracts for Salesforce for CPQ currently works only in Lightning enabled orgs. Ensure you are in Lightning Experience.

To configure CPQ:

  1. Navigate to Setup > Setup > Apps > Installed Packages.
  2. Click Configure for Salesforce CPQ.
  3. On the Documents tab:

    Set the Document Folder to Quotes.

    Set the Attachment Target to Quote.

    Select the Post to Feed? check box.

  4. Click Save.

Creating a CPQ Template in Salesforce

To create a CPQ Template

  1. Switch to the Salesforce CPQ App.
  2. Click Quote Templates.
  3. Click New.
  4. Enter a Template Name.

    If this is your first template, select the Default check box.

  5. Modify any necessary information.
  6. Click Save.

Creating Quote Terms in Salesforce

To create Quote Terms

  1. Click Salesforce App Launcher.
  2. Search for or Navigate to Quote Terms.
  3. Click New. In the Create Quote Term box add all necessary Quote Terms.

    To make each term available, select the Active check box and set the Status to Approved. Also, be sure to set the Print Order.

    Note:

    When a Quote Term is modified, CPQ generates a new Quote Term record that is not directly related to the initial Quote record. Conga Composer cannot dynamically merge modified Quote Term data, as it is no longer directly related to the initial Quote record.

Creating Product and Price Books

To create Product and Price Books:

  • Ensure that you have products and price books set up properly. Products must have prices and both Products and Price Books must be active.

Enabling Feed Tracking for Salesforce Quotes

To enable Feed Tracking for Salesforce Quotes

  1. Navigate to Setup > Feature Settings > Chatter > Feed Tracking.
  2. Click Quote.
  3. Select the Enable Feed Tracking checkbox.

Enabling Email-to-Case in Salesforce

To Enable Email to Case

  1. Navigate to Setup > Feature Settings > Setup > Service > Support Settings.
  2. Click Edit.
  3. Ensure that Default Case Owner and Automated Case User are assigned.
  4. Navigate to Setup > Feature Settings > Service > Email-to-Case.
  5. Click Edit.
  6. Select the Enable Email-to-Case checkbox.
  7. Click Save.

Enabling Field Tracking for the Opportunity Object in Salesforce

To Enable Field Tracking on the Opportunity Object

  1. Navigate to Setup > Objects and Fields > Object Manager.
  2. Click Opportunity.
  3. Click Fields & Relationships.
  4. Click Set History Tracking.
  5. Select the Enable Opportunity Field History checkbox.
  6. Click Save.
Administrator Guide
CLM (Contracts for Salesforce)

August 13, 2025