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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Quote Generation

Setup Conga Quote Generation

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Assign the Necessary Profile Permissions to Conga Quote Generation Users:

  1. To edit profile permissions, navigate to Setup > Manage > Users > Profiles.
  2. For every profile that runs Conga Quote Generation:
    1. Minimum of Reading Access to all custom Conga Objects (for example, Conga Collections, Conga Collection Solutions, Conga Email Tables).
    2. Minimum of Reading Access to all Objects and Fields included in a Conga Template.
      Note: Keep in mind, the most restrictive settings apply, so if a user has visibility to a field but not the Object, they cannot successfully merge data from that field).
    3. Create permissions to the Documents object is required if the user will utilize email functionality in Composer.
    4. Enable Modify Metadata Through Metadata API Functions under System Permissions.
    5. Enable API Enabled under System Permissions.
    6. Add the following Custom Metadata Types as Enabled Custom Metadata Types:
      1. Salesforce CPQ: Conga Quotes.APXTCFQ.Composer Setting
      2. Salesforce CPQ: Conga Quotes.APXTCFQ.Conga Solution Export Environment
      3. Salesforce CPQ: Conga Quotes.APXTCFQ.Conga Solution Export Setting
      4. Salesforce CPQ: Conga Quotes.APXTCFQ.Connected App Setting
Administrator Guide
User Guide
Salesforce
Quote Generation

December 23, 2024