To use Capture mode with Conga CPQ
- Navigate to the Document Type tab.
- Click New.
- Enter a Document Type Name.
- The Target Object Name should be the name of the object where the document is stored. For example, select SBQQ__Quote__c for CPQ documents.
- Select a Clause Type. For example, CPQ Quote Terms if you are working with CPQ or Conga Clause Library if you are working with Contracts Business CLM Edition or higher.
- Click Save.
- Upload your non-Composer document.
- Click Capture.
- Highlight the text of the object in the document. For example, highlight the Quote Term and click Add and Save. For example:
A new file was created on the Document Type tab. If you open the new document, you should see that bookends were added.
