Conga Product Documentation

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ICERTIS Integration

Icertis provides a complete Contract Lifecycle Management solution. This solution can be integrated with Microsoft Dynamics CRM to create and manage contracts from Opportunities and to generate customized and accurate contract documents.

As explained in this guide, quotes in CPQ can be synchronized with Quotes and Quote Lines entities in MSCRM. Therefore, when installed in the same MSCRM instance, Icertis allows creating a contract from a MSCRM Opportunity synchronized with CPQ.

To learn more about the integration of Icertis with Smart CPQ in MSCRM, please contact your PROS Customer Success Manager or your Professional Services Officer