Conga Product Documentation

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Activating Cart and Launching Collaboration

  • You have created a cart and captured cartId.
  • You have added at least one line item to the cart.
  • You have a valid bearer token with permission to activate carts.

You must activate a cart before you generate a proposal or finalize pricing. Activation is an asynchronous operation that can also start collaboration and approval workflows.

  1. Verify that the cart is ready for activation.

    Before you activate, confirm:

    • The cart status is Saved.
    • At least one line item exists.
    • All required attributes, currency, and effective date are set.
    • The account is active and in good standing.
  2. Send the activation request by calling the activation endpoint for the target cart.

    You can optionally schedule activation and control whether to recalculate pricing or validate rules.

    
    POST /api/cart/v1/carts/{cartId}/activate
    Authorization: Bearer <token>
    Content-Type: application/json
    
    {
      "SendCollaborationRequest": true,
      "NotifyStakeholders": true,
      "Options": {
        "recalculatePricing": true,
        "validateRules": true
      }
    }
            
  3. Capture the activation response and polling URL.

    Confirm that you receive 202 Accepted and note the fields for monitoring.

    
    {
      "Status": "Activating",
      "RequestId": "req_abc123xyz",
      "Message": "Cart activation initiated",
      "PollingUrl": "/api/cart/v1/carts/{cartId}/status",
      "EstimatedCompletionTime": "2025-03-05T10:45:00Z",
      "NextPollIntervalMs": 500
    }
            

    You can use PollingUrl to monitor activation progress.

  4. Poll the cart status until activation completes by calling the status endpoint using the recommended polling interval.
    
    GET /api/cart/v1/carts/{cartId}/status
    Authorization: Bearer <token>
    
    You can continue polling until both IsPricingPending and IsCartProcessingPending are false, and check ErrorMessage for failures.
  5. Start a collaboration workflow during activation.

    If you require approvals or customer review, include collaboration configuration in the activation body.

    
    {
      "SendCollaborationRequest": true,
      "CollaborationConfig": {
        "approvalLevel": "manager",
        "notifyUsers": ["[email protected]", "[email protected]"],
        "dueDate": "2025-03-15",
        "comments": "Please review and approve this proposal"
      }
    }
            

    Use the collaboration request identifier to monitor approval progress.

  6. Verify collaboration status if you launched a workflow.

    Retrieve collaboration requests associated with the cart.

    
    GET /api/cart/v1/carts/{cartId}/collaboration-requests
    Authorization: Bearer <token>
            

    You can handle collaboration status independently from pricing status. A cart can show Collaboration Pending even when its pricing and activation are complete.

You have activated the cart and, if configured, started collaboration workflows. The cart is now ready for proposal generation or downstream processes.