Conga Product Documentation

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Accept a Quote

You can accept a quote, when the requested quote is in Approved, Generated, or Presented stage.

When the quote is in Generated stage, click three dot menu besides Send for Signature and clickAccept to accept the quote.

After the quote is presented to the customer, when you receive confirmation, click Accept. The quote is accepted and ready for placing an order.

The Accept confirmation popup appears.

Activating Order on Accept Quote

The "Auto Activate Order?" field determines whether an order is automatically generated and activated when a quote is accepted in Partner Commerce. If the field is set to true, the system creates and activates the order, converting the quote's line items into assets. If the field is set to false, the quote can still be accepted, but the order will not be automatically generated or activated, requiring manual steps to proceed. This setting ensures flexibility in managing orders based on business requirements.

Administrators can set Auto Activate Order? field in Admin UI or Update a quote API.

  1. Make sure the "Auto Activate Order?" field is set to true in Admin UI or via the API.
  2. Go to the Commerce Application to accept the same quote.
  3. Click three dot action menu.
  4. Click Accept.
    The application accepts the quote, generates and activates an order, and converts the listed line items into assets.