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)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

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

Configurations on the Salesforce Org

download

Creating the Accept Quote Button for RLS Flow

To accept the quote in Conga Advantage Platform, you must create a custom accept quote button in the Salesforce.

When you click on the Accept Quote button, the Accept API on Conga Advantage Platform is called. The Quote status changes to Accepted, Order and Order line items are created with status as Draft.If Auto Activate flag is set to TRUE on the Quote, then Order and Order line items are created with status as Activated.

To create a custom accept quote button:

  1. Go to Setup > Object Manager and search for the Quote/Proposal object.
  2. Click Quote/Proposal.
  3. In the left menu, click Button, Links and Actions > New Button or Link.
    The New Button or Link page is displayed.
  4. Enter the following values in the respective fields:
    1. Label: Accept (RLS Flow)
    2. Name: Accept_RLS_Flow_
    3. Description: On the click of this button, Accept Quote API is called from Conga Platform.
    4. Display Type: Select Detail Page Button.
    5. Behavior: Select Display in existing window with sidebar.
    6. Content Source: Select URL.
  5. Retain the default selections in Select Field Type, Insert Field, and Functions.
  6. Copy the following formula and then click Check Syntax to validate.
    /apex/Conga_CCPQ__RLPAcceptQuote?Id={!Apttus_Proposal__Proposal__c.Id}
  7. Click Save.

You can now add the button on the Proposal page.

August 25, 2025