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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals 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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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 SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest 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 ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CPQ for Salesforce

Configuration Request Process

Working with the Collaboration Request

You can work on the collaboration request sent to you by opening the configuration in a Cart.

Note:

When the Sales Rep deletes a line item associated with a work-in-progress collaboration request, the corresponding request gets deleted automatically. Hence, you cannot access and continue working on the collaboration request even by clicking on the email link.

  1. Click the link provided in the notification email that you received or go to Collaborations in the left pane.
  2. Click the request number or name to view the request details.
  3. Under Related List, click Collaboration Request and click the Id or Name of the request to start working on the configuration assigned to you. You are redirected to the cart page to perform the configuration tasks.
  4. Update the fields of the line item as you desire.
    1. You can add, delete, and replace products in the cart including product for which the Sales Rep initiated the collaboration request.
    2. You can further request another user or queue to collaborate on the configuration assigned to you and initiate a sequential collaboration.
      Note:

      If you initiate a sequential collaboration, you cannot submit the configuration until you close the collaboration request you initiated. Otherwise, the Sales Rep is not able to finalize the cart or send it for approval.

      For example, a Sales Rep assigns a collaboration request to you, which you further assign to Collaborator B. Collaborator B's completed configuration must be merged with your configuration, and your completed configuration must then be merged with the Sales rep's configuration.

  5. Click Reprice when you are done with the updates.
  6. Review the updates and click Submit for Approval.
  7. Click Submit and enter submission comments if required. Click Submit.
  8. Click Return to go back to the Collaboration Request details page.
  9. Click the vertical ellipses > Approve Cart.
  10. On the Details tab, select the checkbox next to the requests that you want to approve and click Approve.
  11. Enter approval comments and click Approve.
The collaboration request is approved.

September 30, 2025