Conga Product Documentation

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Email Notifications for Customer and Partner

As a customer, you will be notified when the partner sales rep presents the generated quote to you. As a partner sales rep, you will be notified when the quote is accepted by the customer.

An email is triggered to the customer whenever the following state changes occur:

    • Generated


    • Presented


    • Accepted


After the quote is accepted an order is generated for the quote. You can view and track the status of the order from My Accounts > My Orders.

While converting Quote to Order, you must associate the opportunity that is associated with the same Account.