Conga Product Documentation

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Creating an Order for a Quote

If your Salesforce Administrator has set up the MSA and Order for CPQ Quickstart, you can create an order for a quote using the following steps.

To Create an Order for A Quote

  1. Navigate to a Quote record in Salesforce
  2. Click the Conga Contracts for SalesforceQuoteOrderSolution button
  3. Click Allow if prompted to allow access for Conga Composer
  4. After the merge completes, you are redirected to the Quote record and can view your merged document under Notes & Attachments.