2. Gather Data
In this step of the Document Automation Wizard, gather data for your solution. All Quote Master Object and Quote Line data is returned for you, so you can skip this section if you don't need additional data and go directly to Add Templates.
To gather data:
- Select Create New Query to add extra data queries to add to the solution.
- See the Conga Quote Generation Query Library to get a jump start on creating queries for your solution.
