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Conga Product Documentation

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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

  • Salesforce Multi-Factor Authentication Support for Conga Commerce

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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

    list_altShow Contents

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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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