Solution Collections for Conga Quote Generation: Salesforce Revenue Cloud
The ability to create Solutions Collections is a new feature for Conga Quote Generation. When you create a new solution through Conga Quote Generation, you can choose to add it to an existing collection of solutions or create a new collection.
To create a new solution collection, take the following steps:
- Navigate to the Collection Step of the Document Automation Wizard.
- Click Create Collection.
- Enter a Collection Name.
- Enter an optional brief Description.
- Click the + sign next to the listed solution you want to add to your new collection.
- Click Save.
To add a solution to an existing solution collection, take the following steps:
- Navigate to the Collection Step of the Conga Quote Generation Document Automation Wizard.
- Under Available Solution Collection, click on the name of the collection where you want to add your new solution.
- Click the + icon beside the solution you want to add to the existing collection.
- Click Save.
