Configuring Proposal Settings
- On App Menu, click Conga
CPQ Admin and then click the CPQ
Admin tab.The new admin console is launched.
- Click the more icon (
) on the top-right corner and select Application Management.
- Click Proposal Settings.
- Configure the following details.
Setting
Description
DEFAULT
Default Opportunity Quote Owner
Type the owner name to set the default owner for the quote/proposal created from an opportunity. Valid values are:- Opportunity Owner
- Current User
Disable Opportunity Products Copy
Disables copying of opportunity products to the quote/proposal.
Default Quote Agreement Owner
Type Quote Owner or Current User to set the default owner for the agreement created from a quote/proposal. If not set, Quote Owner becomes the default owner of the new agreement.
Email Template For Presenting Proposals
Type the name of the email template to use for presenting proposals.
SYNCING
Auto Sync With Opportunity
Automatically synchronizes the quote line items with the opportunity, when the proposal is finalized. This setting appears only if you have Conga Quote Configuration Integration package installed.
Sync Option Products
Synchronizes options along with bundles when you click Sync with Opportunity for your proposal. The default is to synchronize bundle only. This setting appears only if you have Conga Quote Configuration Integration package installed.
Sync Bundle Using Line Items
Synchronizes bundle products using proposal line items. The default uses proposal summary objects. This setting appears only if you have Conga Quote Configuration Integration package installed.
MERGE SERVICE
Instance Url
Type the Salesforce instance URL. For example: https://na7.salesforce.com
This is required to navigate to custom pages in the managed package.
Merge Webservice Endpoint
Type the Conga merge webservice endpoint.
Merge Call Timeout Millis
Type a number to indicate timeout in milliseconds for the merge request. For example: 60,000
Max Child Level
Type the maximum level to generate the merge data for the proposal.
ESIGN
Auto Select Attachment?
Select this setting to enable CPQ to select the most recent attachment automatically.
Auto-Select multiple recipients?
Select this setting to enable projects to specify a list of recipients that will be defaulted for eSignature.
To use this option, projects will add the DocuSign Default Recipients related list on proposals and user will select the list for each proposal.
Auto Select Recipient Field Name
Enter the API name of the field which holds the value for the recipient to select automatically.
SECURITY
PDF Owner Password
Type the password required to change permissions of the PDF document like printing or editing.
Enable PDF Security
Enabling PDF security lets users apply security settings to PDF documents and protect them with a password.
