home

CPQ for Advantage Platform

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)CPQ 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 NotesGeneralDocs by Release
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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CPQ for Advantage Platform

Manage Option Groups

Creating an Option Group

Option groups are a type of category that is used to group option products together to be associated with bundles. Option groups are further categorized into two types Shared and Standalone. You can create these option groups in the parent option group's details page.

To create an option group

  1. Go to ADMIN SETUP > Product Administration > Option Groups .
    The Option Groups page is displayed.
  2. Click Create New.
    The Option Group details page is displayed.
  3. On the Details tab, enter the following details:
    • Click Browse file or Drag and drop the file to upload and attach an image to the option group. This step is not mandatory.
    • Option Group Name: Enter a name for the option group.
    • Label: The label is populated automatically based on the option group name you enter.
    • Type: Select the type of option group:
      • Shared: This type of option group can be associated with multiple bundles.
      • Standalone: This type of option group is bundle-specific.
    • Description: Enter a description of the option group.
    • Long Description: Enter a long description to provide detailed information about an option group, clarify its purpose, and improve understanding during product configuration. The description appears directly on the configuration page.
    • Expanded By Default: Turn this setting on to expand the option groups in the config page based on your requirement.
  4. Click Save.

To create a sub-option group. see Creating Sub Option Group.

Associating Products with an Option Group

Editing an Option Group

Administrator Guide
Conga
CPQ

March 23, 2026