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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

Conga Product Documentation

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CPQ for Advantage Platform

Create Conga Quotes in Dynamics 365

Workato Flow

  • The Conga CPQ–Dynamics 365 integration using Workato 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).
  1. Open the opportunity you want to quote in Dynamics 365.
  2. In the opportunity Summary tab, select Yes from the Enable Workato Flow dropdown. This enables the Workato flow while creating a quote.
  3. Click Create Quote. This navigates you to the Conga Advantage platform login page.

    The exact action label and location is based on configurations in the Dynamics 365 UI and Workato recipe trigger (button, command bar, or custom action).

  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.

A new Conga CPQ quote is created and linked to the originating Dynamics opportunity. The opportunity remains the source record of truth in Dynamics, while detailed configuration and pricing are managed in Conga CPQ.

Use Case
Conga
CPQ

March 23, 2026