Deal Maximizer

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Conga Product Documentation

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Deal Maximizer

Deal Maximizer Contents

About Conga Deal Maximizer

What's New in Deal Maximizer Documentation

Deal Maximizer for Administrators

Deal Maximizer for Users

Conga Customer Community & Learning Center Resources

What's New in Deal Maximizer Documentation

The following table lists changes in the documentation to support each release.

June '24


Document	Publication Date	Topic	Description
June '24		Define Deal Guidance Rules	Updated topic to add a new supported value custom in the measure field.

February '24


Document	Publication Date	Topic	Description
February '24		Using Deal Guidance	Updated topic to add a Deal Guidance new popup screen.

October '23


Document	Publication Date	Topic	Description
October '23	04 Oct 2023	Using Deal Guidance	Updated topic to add a Deal Guidance new popup screen.

May '22 Revamp


Document	Publication Date	Topic	Description
May '22 Revamp	07 Sep 2022	About Conga Deal Maximizer	Updated the topic description.
		Installing Deal Maximizer	Updated the topic description. Added information about Conga Upgrade Program.
		Registering for Conga Upgrade Program	New topic.
		Deal Manager System Properties	Updated the description of the fields.
		Configuration for Deal Guidance Dimension	Updated the steps in the description.
		Configuration for Deal Guidance Dimension Sets	Updated the steps in the description.
		Configuration for Deal Guidance Rules	Updated the description of the topic.
		Initiate and Integrate Deal Guidance	Updated the steps in the description.
		Setting Up Deals	Removed the information regarding the Custom Deal Maximizer page layout and moved it under new topic named "Using Custom Deal Guidance Layout"
		Using Custom Deal Guidance Layout	New topic.
		Define Color Bands and Shapes	Updated the steps in the description.
		Define Deal Guidance Dimensions	Updated the steps in the description.
		Define Deal Guidance Dimension Sets	Updated the steps in the description.
		Define Deal Guidance Rules	Updated the steps in the description.
		Glossary of Deal Maximizer Terms	Moved the glossary to Conga Product Glossary.

May '22


Document	Publication Date	Topic	Description
May '22	08 Jul 2022	Initiate and Integrate Deal Guidance	Updated the useDealOptimizer parameter in formula.
	08 Jul 2022	Configuration for Deal Guidance Dimension	Modified the object name to Deal Guidance Dimension.
	19 Apr 2022	No updates	No topics are updated or newly added.

Winter '20


Document	Topic	Description
Winter '20	Initiate and Integrate Deal Guidance	Updated the topic with a note about the case-sensitivity of the parameter useDealOptimizer.
Winter '20	About Deal Guidance	Updated information about useDealOptimizer and removed information about IsPricingGuidanceDisabled.

Summer '20


Document	Topic	Description
Summer 2020	Define Color Bands and Shapes	Updated the topic with information about support for shapes.
	Installing Deal Maximizer	Updated the topic description.
	Deal Maximizer for Users	New section.

Spring '20


Document	Topic	Description
Spring 2020	Define Deal Guidance Rules	Updated topic with scalability improvement for the deal guidance process.

Salesforce

Deal Maximizer

February 12, 2025