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Conga Product Documentation

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Quote Generation

Using Conga Quote Generation: Salesforce Revenue Cloud

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Salesforce Revenue Cloud for Salesforce CPQ and CPQ+

Conga Quote Generation allows you to quickly and easily generate custom quotes in Salesforce and deliver them to clients with a variety of options including activity logging and eSignature capability. For more information, see About Conga Quote Generation (CQG).

Prerequisites

  • You must enable My Domain to use Lightning Components.
  • You must enable licenses through the License Management App and Professional Services Automation.
  • Users must have the following permissions:
    • A Standard User with a Salesforce CPQ User or a Salesforce CPQ Customer User permission set does not have access to the SBQQ__Quote__c object, and will not be able to do Quote merges.
    • A non-admin Standard User must either be given access to the SBQQ__Quote__c object, or must be assigned a Salesforce CPQ API User or Salesforce CPQ Admin permission set.
    • Partner Developer Orgs are not supported because of TypeOf field.
    • Ensure users have read access to all Conga Objects as noted here.
  • To use the Template Builder, users need read access to the following objects, and access to the fields for the merge itself:
    • Quote (SBQQ Quote)
    • Quote Lines
    • Account
    • Contract
    • User
    • Price Book
    • Contact

Getting Started

You can create a quote using the Conga Quote Generation app in Salesforce by taking the following steps:

  1. After successful installation, navigate to the Conga Composer application.
  2. Click the Conga Quick Start tab.
  3. Select Document Automation Wizard.
  4. Follow the six steps in the wizard to complete your solution.

Document Automation Wizard

The Document Automation Wizard easily guides you through the steps to configure a simple solution.

  1. Add Details

    In this step of the Document Automation Wizard, begin creating your solution by adding important details such as creating a solution name, selecting a sample record pre-selected from the SBQQ Quote Master Object, and adding an option description summary.

    To add details:

    1. In the Add Details tab, under the Add Solution Details section, enter a Solution Name.
    2. Select a sample Quote record, and add an optional description.
    3. Click Create.
  2. Gather Data

    In this step of the Document Automation Wizard, gather data for your solution. All Quote Master Object and Quote Line data is returned for you, so you can skip this section if you don't need additional data and go directly to Add Templates.

    To gather data, select Create New Query to add extra data queries to add to the solution.

  3. Add Templates

    In this step of the Document Automation Wizard, create or add Word document templates with merge fields that populate data from the Salesforce Quote object fields you select.

    To add templates:

    1. In the Add Templates tab, under the Add Templates to a Solution section, select Create New Template or Upload New Template.
    2. Enter a Name for the template.
    3. Enter an optional Template Group and/or optional brief Description.
    4. Under Attachments or Drop Files, select the template you created in Template Builder.
    5. Click Add Template.
    6. Click Add to Solution.

    To create a new template:

    1. In the Template Builder, you can search or select Quote object merge fields to include in the Word document. For example, enter Today in Search Quote fields and click on the clipboard icon on the right of the search result to Copy to Clipboard.
    2. Paste this copied merge field into your Word document. The result will display as follows: {{Today}}. When you run the solution, today's date is inserted into this merge field in your Word document.
    3. Repeat the above step until all the merge fields in your Word document are complete.
    4. Click Done to return to the Add Templates tab in the Document Automation Wizard.
  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 theSalesforce Revenue Cloud for Salesforce CPQ and CPQ+.

    To assign behaviors:

    1. 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.
    2. After selecting the behavior and options you want, click Save.
  5. Collection Step

    In this step of the Document Automation Wizard, create a solution collection for use with the Conga Quotes Generation Lightning Component.

    To create a collection:

    1. Click Create Collection if there are no Available Collections already made
    2. Enter a Collection Name.
    3. Enter an optional brief Description.
    4. Click the + sign next to the listed solution you want to add to your new collection.
    5. Click Save.
  6. Add Button to Page Layout

    In this step of the Document Automation Wizard, select to either add a Lightning Button to a page layout or create a Conga Quotes Generation Lightning Component in the Lightning App Builder.

    To add a button to the Page Layout:

    1. Click Go to Page Layouts.
    2. Add the button to the page layout as a Lightning Action.
    3. Click Save.

    To add a Lightning Component:

    1. From the Lightning App Builder, click New.
    2. Select Record Page and click Next.
    3. Enter a Label name.
    4. Under the Object dropdown, select Quote and click Next.
    5. Under the Choose Page Template section, select a template and click Finish.
    6. From the right-hand side of the screen, select the Conga Lightning Component to add to your template by clicking and dragging it to a section labeled Add Component(s) Here.
    7. On the right-hand side of the screen, select the Solution Collection you want to include in the component.
    8. Click Save.
    9. Click Activate.
    10. Select the App, Record, Type, and Report tab.
    11. Click Assign to Apps, Records Types, and Profiles.
    12. Select the apps where you want to Lightning Component to display.
    13. Select Master under Record Type and click Next.
    14. Select the Profiles you want to have permission you access this Lightning Component and click Next.
    15. Click Save.
    16. Click Save again.
    17. When you navigate to a Quote Record, you will see the Conga Composer Lightning Component you created. To run the solution, click on the button with the solution name in the Conga Composer Lightning Component.
Administrator Guide
User Guide
Salesforce
Quote Generation

December 23, 2024