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Partner Commerce for Advantage Platform

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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

Generating a Quote Document

As a partner sales rep, you can generate a quote document so that you can email the proposal document to the customer for their review and acceptance. The Generate button is available for a quote in Draft or Approved status.

  1. From the quote details page, click the Generate button.
  2. Select a template from the list.
    Note:

    The list of templates is retrieved from the Template object, where the business object is Proposal and the IsActive flag is set to True. The following API is used to get the list of templates. For more information, click here.

    GET https://<URL_of_the_Instance>/api/data/v1/custom-objects/Template?criteria=BusinessObject=Proposal

  3. Select the document format of the file to be generated. For example: DOCX, PDF, or PDF/A.
  4. Check the Include Watermark checkbox to include DRAFT as a watermark in the generated document.
  5. Click Generate to initiate quote document generation. A confirmation message appears and the quote details page is displayed.
    Note:

    The following API is used to generate the document. For more information, click here.

    POST https://<URL_of_the_Instance>/api/ingress/v2/documents/generate

The quote stage moves from Approved to Generated, the generated quote is available under the Attachments section, and a notification email is sent to the primary contact of the quote. You can also download and delete the generated document.

Note:

The following API is used for the email notification. For more information, click here.

POST https://<URL_of_the_Instance>/api/email/v1/emails/bulk

March 16, 2026