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Conga Product Documentation

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General

General Contents

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  • Features by Release

  • Conga Upgrade Program

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    System Requirements and Supported Platforms Matrix

  • Managed Packages Dependency Matrix

  • Conga Applications in Salesforce Lightning

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    Conga Product Glossary

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    Conga Upgrade Assistant

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    Product Retirement Schedule

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    Developer Center

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      Approvals for Salesforce REST APIs

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      Billing for Salesforce REST APIs

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      CLM for Salesforce REST APIs

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      CPQ for Salesforce REST APIs

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      Digital Commerce for Salesforce REST APIs

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        CPQ REST API Version 4

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        CPQ REST API Version 5

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          Authentication

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          Storefront

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          Account

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          PriceList

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          Catalog

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          Carts

          • Get Active Cart

            get

          • Update Cart

            put

          • Delete Cart

            delete

          • Get Cart Rules

            get

          • Create Cart

            post

          • Clone Cart

            post

          • Abandon Cart

            post

          • Create Proposal

            post

          • Apply Promotion to Cart

            post

          • Remove Promotion from Cart

            delete

          • Price Cart

            post
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          Cart Items

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          Favorites

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          Generic

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          Order

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          Quote

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          Assets

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          Collaboration Request

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          User Views

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      Discovery AI for Salesforce REST APIs

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      Orchestrate REST APIs

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      Partner Commerce for Salesforce REST APIs

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      TurboEngines REST APIs

  1. General
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  5. Digital Commerce for Salesforce REST APIs
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  7. CPQ REST API Version 5

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General

Carts

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Create Proposal

post
/carts/{cartId}/proposal

Creates a proposal object based on the cart that matches the cartId path variable. User must pass in the editable fields of the quote object they want to set in the body of the request.

TypeOptionalDescription
Apttus_Proposal__Proposal__cNoProposal object with the preset values to create on the server.

Request

Security: Basic Auth

Path Parameters

cartId
string
required

The reference to the cart or 'active' for the current active cart.

Example:
a1I3I000000e7GLUAY

Headers

x-account
string

The account value from the header is taken as default account for proposal account property, and also for properties like ShipTo, SoldTo, only when the value of these properties are null.

Example:
0011900000hnGsr
Content-Type
string
required

Content type of the request body.

Example:
application/json
x-storefront
string
required

The name of the storefront used for the request.

Example:
ECommerce

Body

Name
string
Description
string

Responses

200

OK

Body

Id
string
required
Name
string
required
OwnerId
string
required
Account
string
required
Primary_Contact
string
required
Proposal_Name
string
required
PriceListId
string
required
Proposal_Category
string
required
Auth
Username
:
Password
:
Parameters
:
:
:
:
Body
1
{
2
  "Name": "Test Proposal",
3
  "Description": "Test Attachment"
4
}
curl --request POST \
  --url https://documentation.conga.com/carts/cartId/proposal \
  --header 'Accept: application/json' \
  --header 'Authorization: Basic 123' \
  --header 'Content-Type: application/json' \
  --header 'x-account: ' \
  --header 'x-storefront: ' \
  --data '{
  "Name": "Test Proposal",
  "Description": "Test Attachment"
}'
Response Example
1
{
2
  "title": "success",
3
  "status": 200,
4
  "data": {
5
    "CreatedBy": {
6
      "BadgeText": "Partner",
7
      "OutOfOfficeMessage": "",
8
      "CompanyName": null,
9
      "IsProfilePhotoActive": false,
10
      "MediumBannerPhotoUrl": "/pcom/profilephoto/005/E",
11
      "SmallBannerPhotoUrl": "/pcom/profilephoto/005/D",
12
      "BannerPhotoUrl": "/pcom/profilephoto/005/B",
13
      "DefaultGroupNotificationFrequency": "D",
14
      "DigestFrequency": "N",
15
      "MediumPhotoUrl": "/pcom/profilephoto/005/M",
16
      "IsExtIndicatorVisible": false,
17
      "SmallPhotoUrl": "/pcom/profilephoto/005/T",
18
      "FullPhotoUrl": "/pcom/profilephoto/005/F",
19
      "IsPortalEnabled": true,
20
      "AccountId": "0011900000hnGsrAAE",
21
      "ContactId": "0031900000VI1TBAA1",
22
      "ForecastEnabled": false,
23
      "SystemModstamp": "2020-05-24T13:20:20.000Z",
24
      "LastModifiedById": "00550000000vtlpAAA",
25
      "LastModifiedDate": "2020-03-30T06:59:35.000Z",
26
      "CreatedById": "00550000000vtlpAAA",
27
      "CreatedDate": "2019-05-13T06:13:58.000Z",
28
      "LastLoginDate": "2020-07-27T05:13:32.000Z",
29
      "LanguageLocaleKey": "en_US",
30
      "UserType": "PowerPartner",
31
      "CurrencyIsoCode": "USD",
32
      "DefaultCurrencyIsoCode": "USD",
33
      "EmailEncodingKey": "ISO-8859-1",
34
      "ReceivesAdminInfoEmails": true,
35
      "ReceivesInfoEmails": true,
36
      "LocaleSidKey": "en_US",
37
      "TimeZoneSidKey": "America/Los_Angeles",
38
      "IsActive": true,
39
      "CommunityNickname": "dboppana",
40
      "Alias": "dbopp",
41
      "EmailPreferencesStayInTouchReminder": true,
42
      "EmailPreferencesAutoBccStayInTouch": false,
43
      "EmailPreferencesAutoBcc": true,
44
      "Email": "dboppana@apttus.com",
45
      "Address": null,
46
      "Name": "Divina Boppana",
47
      "FirstName": "Divina",
48
      "LastName": "Boppana",
49
      "Username": "divina@apttus.com.pu.dc4",
50
      "Id": "00519000002cNFCAA2"
51
    },
52
    "DisableCartVersioning": false,
53
    "SourceChannel": "Direct",
54
    "test": "2020-07-27",
55
    "Configure_Product_New": "<a href=\"/apex/Apttus_QPConfig__ProposalConfiguration?id=a0Y3I000001AUtq&amp;flow=Default\" target=\"_self\"><img src=\"/resource/Apttus_QPConfig__Button_Configure\" alt=\"Configure Products\" border=\"0\"/></a>",
56
    "SendProposal": "<a href=\"/apex/Apttus_Proposal__DocGen?id=a0Y3I000001AUtq&amp;context=proposal&amp;name=Q-00001209\" target=\"_self\"><img src=\"/resource/Apttus_Proposal__Button_SendProposal\" alt=\"Send Proposal\" border=\"0\"/></a>",
57
    "Proposal_Category": "Quote",
58
    "UseType": "Main",
59
    "SyncAssetChangesToQuote": true,
60
    "ShipToAccountId": "0011900000hnGsrAAE",
61
    "IsTaskPending": false,
62
    "IsSystemGenerated": false,
63
    "IsAutoAccepted": false,
64
    "ConfigureNG": "<a href=\"/apex/Apttus_QPConfig__ProposalConfiguration?id=a0Y3I000001AUtq&amp;flow=NGDefault\" target=\"_self\"><img src=\"/resource/Apttus_QPConfig__Button_Configure\" alt=\"Configure Products\" border=\"0\"/></a>",
65
    "BillToAccountId": "0011900000hnGsrAAE",
66
    "AutoCreateRevenue": false,
67
    "AutoCreateBill": false,
68
    "AutoActivateOrder": false,
69
    "ABOType": "New",
70
    "Inactive_Days2": "None",
71
    "Config_NonConfig2": "Config",
72
    "Currency_Symbol": "$",
73
    "HG_Configur_Contract_Product": "<a href=\"/apex/Apttus_QPAsset__ProposalConfiguration?id=a0Y3I000001AUtq&amp;cntrNbr_1=CDP-0089765&amp;cntrNbr_2=444\" target=\"_self\"><img src=\"/resource/Apttus_QPConfig__Button_Configure\" alt=\"Configure Products\" border=\"0\"/></a>",
74
    "ConfigureWithAssets": "<a href=\"/apex/Apttus_QPAsset__ProposalConfiguration?id=a0Y3I000001AUtq\" target=\"_self\"><img src=\"/resource/Apttus_QPConfig__Button_Configure\" alt=\"Configure Products\" border=\"0\"/></a>",
75
    "PriceListId": "a171T000005il1XQAQ",
76
    "Configure": "<a href=\"/apex/Apttus_QPConfig__ProposalConfiguration?id=a0Y3I000001AUtq&amp;flow=Default\" target=\"_self\"><img src=\"/resource/Apttus_QPConfig__Button_Configure\" alt=\"Configure Products\" border=\"0\"/></a>",
77
    "ConfigurationFinalizedDate": "2020-07-27T08:35:42.000Z",
78
    "Amount": 0,
79
    "Sales_Tax_Amount": 0,
80
    "Request_Approval": "<a href=\"/servlet/servlet.Integration?lid=01N700000009u2c&amp;eid=a0Y3I000001AUtq\" target=\"_blank\"><img src=\"/servlet/servlet.ImageServer?oid=00D70000000JXTN&amp;id=01570000000e6nU\" alt=\"Submit\" border=\"0\"/></a>",
81
    "ReadyToPresent": true,
82
    "ReadyToGenerate": true,
83
    "Proposal_Name": "ABC Corporation:Boppana",
84
    "Primary": true,
85
    "Primary_Contact": "0031900000VI1TBAA1",
86
    "Preview": "<a href=\"/apex/Apttus_Proposal__ProposalGenerate?id=a0Y3I000001AUtq&amp;action=Preview\" target=\"_self\"><img src=\"/resource/Apttus_Proposal__Button_Preview\" alt=\"Preview\" border=\"0\"/></a>",
87
    "Present": "<a href=\"/apex/Apttus_Proposal__ProposalPresent?id=a0Y3I000001AUtq\" target=\"_self\"><img src=\"/resource/Apttus_Proposal__Button_Present\" alt=\"Present\" border=\"0\"/></a>",
88
    "Payment_Term": "Net 30 Days",
89
    "Net_Amount": 0,
90
    "Grand_Total": 0,
91
    "Generate": "<a href=\"/apex/Apttus_Proposal__ProposalGenerate?id=a0Y3I000001AUtq\" target=\"_self\"><img src=\"/resource/Apttus_Proposal__Button_Generate\" alt=\"Generate\" border=\"0\"/></a>",
92
    "Description": "Test Attachment",
93
    "Approval_Stage": "Draft",
94
    "Account": "0011900000hnGsrAAE",
95
    "LastReferencedDate": "2020-07-27T08:35:42.000Z",
96
    "LastViewedDate": "2020-07-27T08:35:42.000Z",
97
    "SystemModstamp": "2020-07-27T08:35:42.000Z",
98
    "LastModifiedById": "00519000002cNFCAA2",
99
    "LastModifiedDate": "2020-07-27T08:35:42.000Z",
100
    "CreatedById": "00519000002cNFCAA2",
101
    "CreatedDate": "2020-07-27T08:35:40.000Z",
102
    "RecordTypeId": "01250000000QxSgAAK",
103
    "CurrencyIsoCode": "USD",
104
    "Name": "Q-00001209",
105
    "IsDeleted": false,
106
    "OwnerId": "00519000002cNFCAA2",
107
    "Id": "a0Y3I000001AUtqUAG"
108
  }
109
}
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