Conga Product Documentation

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Install Conga Quote Generation

Follow the steps below to install the Conga Quote Generation from the Salesforce AppExchange.

Note:

The Salesforce org must have CPQ installed before installing Conga Quote Generation.

  1. Click this link to access the Conga Quote Generation AppExchange listing.
  2. Click Get It Now and choose whether to install in a Production or Sandbox org
  3. Agree to the terms and conditions and then click Confirm and Install.
  4. Select Install for All Users and click Install.
  5. Agree to grant access to third-party web sites and click Continue.