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CPQ for Advantage Platform

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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

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CPQ for Advantage Platform

Create Conga Quotes in Dynamics 365

Power Automate Flow

  • The Conga CPQ and Dynamics 365 integration using Power Automate is configured and enabled.
  • You have access to the relevant Dynamics 365 opportunity.
  • Your user account is authorized to create quotes through the integration.
  • Required products have been synchronized from Dynamics 365 to Conga Platform (if your implementation depends on shared product data).

Initiating a Conga CPQ quote from a Dynamics 365 opportunity allows you to seamlessly integrate your sales processes and ensures that all relevant opportunity data is accurately transferred to the quote. This integration streamlines the quoting process, reduces manual data entry, and helps maintain consistency across your sales documentation.

  1. Log in to Microsoft Dynamics 365.
  2. Go to Sales Hub > Sales > Opportunity. Select the opportunity for which you want to create a quote. By default, the opportunity's Summary page is displayed.
  3. Dynamics 365 automatically populates the quote with details from the opportunity, including customer information and product line items, if available. Review the quote details and update fields such as pricelists, currency, quantities, or validity dates as needed. Enter all other required fields in the summary page and click Create Quote. .
    This navigates you to the Conga Advantage platform login page.
  4. Log in to Conga Advantage Platform using your credentials. After logging in, you directed to the Conga CPQ's quote creation page.
  5. Enter all required quote header fields and Use Conga CPQ to configure, price, and finalize the quote as needed. For more information, see Creating a Quote and CPQ for Users.
  6. In the top navigation of the Opportunity page, click the Back arrow to navigate back to the Dynamics 365 UI.
Use Case
Conga
CPQ

April 6, 2026