4. Assign Behaviors
In this step of the Document Automation Wizard, assign behaviors to your solution such as generate a PDF file of the quote, or add eSignature capability. To see a list of available behaviors, see the Conga Quote Generation parameters.
To assign behaviors:
- Under Behavior Settings, select the behaviors you want to add for your solution. Click on the options listed to display more options for that behavior on the left.
- After selecting the behavior and options you want, click Save.
