These Release Notes contain the following information about Conga Quote Generation Summer '21 Release.

For more information on new features, enhancements, and document improvements refer to What's New in Quote Generation Documentation.

  • Packages: Lists packages that are required to upgrade to this release of the product

  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information

  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages 

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

Product

Latest Certified Version

(Version Number | Version Name)

Conga Quote Generation (New)

2.7

New Features

There are no new features in this release. Keep checking the Documentation Portal for new updates

Enhancements

The following enhancement is new to Conga Quote Generation in this release.

New Parameter Functionality for the Lightning Component Solution

The following parameters are now supported with the Conga Quote Generation Lightning Component:

  • TemplateGroup: Filters the list of file templates that appear on the Conga Quote Generation dialog box to those that match these criteria.
  • MFTS: Determines the field that is updated when the Conga Quote Generation solution runs.
  • UF0: Updates any Master Field to Set operations defined (either in the Conga Quote Generation URL or the Conga Template record).
  • DS1: Disable Merge & Download Button. And enable or disable the Download button.
  • DS2: Enable or disable the Email Action option in Output Options.
  • DC: Set as part of a Salesforce formula to evaluate the contents of a field and, in turn, prevent the execution of Conga if the field does not meet some criteria.
  • EC: Set a part of a Salesforce formula to evaluate the contents of a field and, in turn, enable the execution of Conga if the field meets some criteria.
  • SelectTempates: Displays the Multiple Template Selection dialog box which allows users to select and arrange up to 20 templates.

For more information, see Conga Quote Generation Parameters.

Resolved Issues

The following table lists the issues resolved in this release.

Conga Internal IDDescription
CM-3405The user with the Conga Quote Generation Community User permission set can now access the page with a Lightning Component without encountering a permission set-related error.
CM-3447When the DocuSignRoutingOrder parameter is set to 2, the user can now select or deselect any template from the list. Previously, the template section in the Lightning Component UI was disabled, and the user couldn't select or deselect any templates.
CM-2832Recipient information for DocuSign, Conga Sign, and EmailToId parameter is now displayed, when the DocuSign Recipient ID (DocuSignR1ID) field, the Conga Sign Recipient ID (CSRecipient1) field, and EmailToId parameter refer to the formula field and the formula field refers to another field.

The following table lists the known issue resolved from the previous release.

Conga Internal IDDescription
CM-3251

The following parameters are now supported if you add through the Document Automation Wizard (DAW):

  • MFTS

  • UF0

  • DS1

  • DS2

Note

Adding PV values in a Conga Quote Generation solution using the Document Automation Wizard (DAW) is not supported. 

Known Issues

The following table provides the cumulative list of known issues up to this release. 

Conga Internal IDDescription
CM-2782

If you install the Conga Quote Generation 1.28 version in your Salesforce Org where the Composer trial has expired in the past, you cannot access the Conga Quote Generation Setup Menu.

Workaround:

Contact Conga support to enable access to the Conga Quote Generation Setup Menu.