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Partner Commerce for Advantage Platform

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)CPQ 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 NotesGeneralDocs by Release
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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

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Partner Commerce for Advantage Platform

Quotes Management

Collaborating on Quote Reviews

Collaborative Quote Review enables you to access and collaborate on quotes through a secure Storefront link from the CPQ UI. Depending on the access level selected by the Sales Representative, partners can view the quote, make limited adjustments, or fully edit cart items. They can also accept, reject, or request changes.

  1. Sales Representative can initiate collaboration by creating a quote in the CPQ UI. To create a quote in CPQ, refer Creating a Quote topic.
  2. Review and update details as needed and set the status to Generated.
  3. Click Next Step.
  4. Click Share with Partner.
  5. Share the quote with partner. Refer Sharing a Quote with a Partner topic to share the quote.
    Desired partner receives the quote with a quote link. Quote is in the Presented status in Partner Commerce application and "Presented - Collaboration in Progress" tag appears.
  6. Access the quote (Partner):

    • Click the shared quote link from the email and view the quote on the quote details page with UI options based on the assigned access level.

    Note:

    Depending on the access provided by the Sales Representative while sharing the quote, the Partner may receive one of the following access types:

    Access TypeDescription
    Access With Login – View Access Only (Accept/Reject)Partners can view the quote with no editable fields. They can accept, reject, or request changes, and can add comments.
    Access With Login – View Access with Quantity/Term ChangePartnerscan edit Quantity, Start Date, and End Date. Other fields remain disabled, and asset-related updates are not supported. All Partner actions (Accept/Reject/Request changes) are available.
    Access With Login – Edit Access (Add/Remove/Configure Cart)Partners can add, remove, and configure line items. Most editable fields are enabled. All Partners actions (Accept/Reject/Request changes) remain available. They can also generate and present the quote.
  7. Review, select, or edit as per the desired requirement.
User Guide
Conga
Partner Commerce

March 27, 2026