Conga Product Documentation

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Installing CPQ Packages

Multiple packages must be installed to implement the complete CPQ solution. Packages for CPQ must be installed in the order indicated in the table in this section. You begin with the Conga base packages and then install the integration packages that enable the various products to function together.

You may not need to install all of the packages. For example, if your implementation does not use Advanced Approvals you do not need to install Conga Approvals or Conga Quote Approvals. Refer to the table in this section to learn which packages are required for standalone CPQ and which packages are required only when you are using other Conga products.

Note:

Conga recommends downloading and upgrading Conga packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Conga Support before you install any packages.

Tip:

The Conga Upgrade Program is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, It ensures all the Conga published managed packages are on the latest versions for the registered orgs. To register your org for upgrade program, see Registering for Conga Upgrade Program.

Install the packages in the following order.

Note:

The Conga Base Library provides a shared library of reusable components that other Conga packages may use. All CPQ and Contract Management customers must install this package in order to use Conga CPQ and Conga CLM products.

In addition, beginning in the Spring ’20 release, Conga is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected.

Order

Package

Install Center tab to access the package

Required?

Install this package only if you also have...

1

Conga Base Library

Contract Management

Y

2

Conga Contract Lifecycle Management

Contract Management

Y

3

Conga Quote Management

CPQ

Y

4

Conga Configuration & Pricing

CPQ

Y

5

Conga Quote Configuration Integration

Integrations

Y

6

Conga CPQ Api

CPQ

Y

7

Conga CLM Configuration Integration

Integrations

N

Contract Management

8

Conga Quote CLM Integration

Integrations

N

Contract Management

9

Conga Quote Asset Integration

Integrations

Y

Renewals

10

Conga CPQ Setup

CPQ

Y

If you are using Advanced Approvals for Quote, you must install the following packages:

Order

Package

Install Center tab to access the package

Required?

1

Conga Approvals

Advanced Approvals

N

2

Conga CPQ Approvals

Advanced Approvals

N

3

Conga Quote Approvals

Advanced Approvals

N

You can additionally install the following packages if you are using the Deal Maximizer:

Order

Package

Install Center tab to access the package

Required?

1

Conga Deal Maximizer Setup

Deal Maximizer

N

2

Conga Deal Maximizer

Deal Maximizer

N

3

Conga CPQ Maximizer

Deal Maximizer

N

If you are using Adobe Sign to electronically sign any type of document associated with quotes, you must install the following packages:

Order

Package

Install Center tab to access the package

Required

1

Adobe Sign

NA

Y

2

Conga Quote EchoSign Integration

Echosign Integration

Y

If you are trying to integrate and synchronize your CPQ data with the Conga Platform, you must install the following:

Order

Package

Install Center tab to access the package

Required

1

Conga CPQ (RLS)

Conga CPQ (RLS)

Y

Note:

You must have Conga-provided login credentials to the Conga Community Portal to be able to download packages.

If, during installation, you see an “Approve Third-Party Access” prompt, please select the Yes, grant access to these third-party web sites check box and click Continue.

Note:

You must run the maintenance jobs after installing the CPQ packages. For more information, see Performing Post-Upgrade Tasks.