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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

Conga Sales Agent

Creating Quote

  • You must have Conga CPQ installed on your Salesforce org (release 2602 or later).
  • Your administrator must have enabled the Conga Sales Agent (Copilot) for your user profile.
  • You must have Salesforce permissions to create quotes.
  • An Opportunity or Account must exist to link the new quote to.
Use the Conga Sales Agent to create a new quote by providing natural language instructions. The agent automatically detects your Salesforce context and applies relevant defaults.
  1. Navigate to the relevant Opportunity or Account in Salesforce, or open the Sales Agent chat panel.
  2. Type a natural language prompt to create a quote.
    • "Create a new quote for the ACME Q3 Renewal opportunity."
    • "Create a renewal quote for ACME Corp with a 3-year term."
    • "Make me a new enterprise quote."
    • "Create a quote for Globex with payment terms NET 60."
  3. If the agent requests additional information (such as missing required fields or an opportunity selection when multiple are available), provide the requested details in your reply.
  4. Review the agent's confirmation response, which includes the new Quote ID, name, status, and linked record.
    The quote is created in Draft status and linked to the specified opportunity or account.

May 29, 2026