Conga Product Documentation

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Creating On Demand Renewal Quote

  • Set the Renewal Business Object Type to Proposal.
  • Set the Renewal Execution Mode to OnDemand.
  • Define the Renewal Group Fields. The default fields are "AutoRenew" and "Pricelist".
  • Define the Renewal Lead Time.
On Demand renewal quote is supported for single as well as multiple accounts. Using the Co-termination parameter you can choose a 'Co-termination Preference' as Farthest Asset End Date as TRUE or FALSE. If the value is TRUE, then the farthest asset end date is applied as co-term and if it is FALSE, then the current asset end date is selected.

If all the selected assets have the same asset end date and Farthest Asset End Date is TRUE, then the current asset end date is applied.

GET /api/asset/v1/{assetId}/coterm

Use the following API to renew cart assets.

POST api/asset/v1/assets/{cartId}/renew

For ramp products, on demand renewal and product lead time renewal is based on last ramp line end dates. This applies to all ramp product scenarios, including standalone, bundle, and option ramps, and impacts renewal grouping and lead time calculations.

  1. Create a Quote on Conga Platform with an account. Add products, finalize the cart. For more information the topic Creating Quotes.
  2. Based on the workflow set on the Org, the quote goes through an approval process. Once the quote is accepted, the Order is activated.
  3. Execution mode is OnDemand, renewal Quote is not created on Order activation.
  4. You need to invoke On Demand Job from the Account using the API. Based on Renew Lead time all the eligible assets of account are picked up and OnDemand Renewal Quote is created for those assets.
  5. Go to the asset renew group to check if the record has been created and wait for it to be completed. When it is completed go to Proposal to view the Renewal Quote. The renewal quote has the renewed line items of the asset that were created in step 1.