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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals 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)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest 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 Excel for Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Salesforce

Conga Quote Agent

Searching and Retrieving Quotes

  • Conga CPQ is installed on your Salesforce org (release 2602 or later).
  • Your administrator has enabled Conga Quote Agent for your user profile.
  • You have Salesforce permissions to view quotes.
Use Conga Quote Agent to search, using such criteria as customer, industry, deal value, status, or time to retrieve detailed quote information.
  1. Enter a search or retrieval prompt in the Conga Quote Agent chat.
    • "Find me quotes for customers in the HLS industry in the last quarter where the total deal value is more than 100K."
    • "What are the details of quote Q-456?"
    • "Find me quotes I created in the last quarter that were won."
    • "Find quotes where the customer bought Conga CPQ and Conga CLM."
    Conga Quote Agent displays information based on administrator-configured default fields.
  2. Review the returned results.
    For single-quote retrieval, Conga Quote Agent returns detailed fields including child object data (line items, etc.). For multi-quote searches, Conga Quote Agent returns a summary list with key fields.

September 30, 2026