Skip to main content
Themen#Conga Quote Generation

#Conga Quote Generation0 diskutieren mit

Eine Frage stellen...
bhimu saritha (Comet Yxlon) fragte in #Conga Composer
5. März 2024, 08:00
Conga Word Template- Quote Line as sub lines to the main product

Hi all,

I have a configured product. When it is configured all the configuration is creted as Quoteline numbering 1,2,3..... But i want to print the Product Options as the sub lines under the Configured Product in the Template.

 

Is there a way to do it.

 

Thank you

Saritha

 

#Conga Composer  #Conga  #Conga Composer Template  #Conga Quote Generation

1 Antwort
  1. Ines Garcia (get: Agile) Forum Ambassador
    5. März 2024, 11:04

    Hi Bhimu, is this as part of CPQ? oe something else?

    Have you asked @Conga? being a paid 3rd party app you have access to support

Antwort schreiben...
0/9000
Diana Swartz (Sales Engineering Specialist bei Koch Engineered Solutions) postete in * Salesforce Revenue Cloud *
3. Mai 2021, 17:50

Does anyone have working knowledge of Conga Quote Generation for Salesforce CPQ? May also be known as CGQ? This was purchased/included with our CPQ premier plus but I'm having a hard time finding support. I'd like to know if we can share solution components between Conga Composer and Conga quote gen for CPQ or if these are totally separate. We recently purchased Conga Composer so there is some confusion.

I have found a tutorial video on getting started with Conga for CPQ but the demo starts with the ”Conga Quote Generation” app which I am not finding in our instance. The installed package I have is "Salesforce CPQ: Conga Quotes / Conga CFQ" version 2.3

8 Kommentare
  1. Lori Gilchrist (EY)
    6. Jan. 2022, 18:56

    I'm looking for content that @Kenny Dick described above:  feature comparison between Conga Quote Gen and DocuSign Quote Gen - - specifically, the offerings at no cost with SF CPQ+ license.  I attempted to send @Kenny Dick a private message, but your Trailblazer Profile is Private, which does not allow private messages.  If Kenny or anyone else on this thread has pulled together this content, I'd very much appreciate connecting and learning from your experiences.  Please message me!  Mentioning @Colby Kamin here too, as you've posted a number of times on this Group responses to questions on these offerings.   Many thanks and happy new year to all!

Kommentar schreiben...
0/9000
Nimisha Rajshri (Certified Salesforce Advanced Admin bei Momentus Technologies) fragte in #Salesforce CPQ & Billing
23. Juni 2021, 22:09
Configure Quote lines in Amended quotes so that only product without net price 0 is visible in Conga quote generation.

Hi all,

 

Does anyone guide me if there is a way to configure the edit lines in 'Conga quote generation' or in Salesforce that after the contract is amended, the quote line items in the amended quote will only show the products which has the effective net totals only and not the products with zero net totals.

 

Below is the screenshot from conga quote generator, which is generated after the Amended quote was created. I am not sure if there is a way I can configure the line items in 'Conga quote generator' app to customize the line items with 0 net total products to remove them. 

Any suggestions would be helpful. TYIA. #Salesforce CPQ & Billing #Conga Quote Generation 

Configure Quote lines in Amended quotes so that only product without net price 0 is visible in Conga quote generation.

1 Antwort
Antwort schreiben...
0/9000
Yuliana Westover (Salesforce Administrator bei Collaborative Solutions) postete in * Salesforce Revenue Cloud *
1. Okt. 2020, 12:33

I'm working on my first Conga quote template and would like to add watermarks to it. I read this but still must be doing something wrong as my watermarks are not appearing when I generate the doc https://support.conga.com/content/composer/creating-composer-templates/word-templates/special-merge-fields-in-word/watermark-in-word Any word of advice? As of now, I am including this in my word template: {{WATERMARK:{{SBQQ__QUOTE_WATERMARK_MESSAGE}}:Arial:700:100:-45:#808080}}

Kommentar schreiben...
0/9000
Andy Shelton (13x Certified Salesforce Digital Architect bei Caterpillar) postete in * Salesforce Revenue Cloud *
30. Juni 2020, 16:02

With Conga Quote Generation, how do I build a template that has 2 separate line item sections? I need one section that shows Upfront Fees and one section that shows Recurring Fees.

16 Kommentare
  1. Yuliana Westover (Collaborative Solutions)
    30. Sept. 2020, 21:26
    @Adam Johnson thanks for all the links you shared. I am in the middle of creating my first Conga template and would like to add watermarks to it. I read this but still must be doing something wrong as my watermarks are not appearing when I generate the doc https://support.conga.com/content/composer/creating-composer-templates/word-templates/special-merge-fields-in-word/watermark-in-word Any word of advice? As of now, I am including this in my word template: {{WATERMARK:{{SBQQ__QUOTE_WATERMARK_MESSAGE}}:Arial:700:100:-45:#808080}}
Kommentar schreiben...
0/9000
Ciaran McCullagh ☁ (Vice President - Technology Alliances & Platform Strategy (EMEA) bei Sirion) postete in * Salesforce Revenue Cloud *
10. März 2020, 23:26

Everything you need to know about Conga Quote generation for Salesforce CPQ 

https://support.conga.com/content/conga-quote-generation/conga-quote-generation/using-conga-quote-generation/about-conga-quote-generation

Conga Quote Generation for Salesforce CPQ

Kommentar schreiben...
0/9000
Tobias Graeve (Salesforce Solution Engineer bei graevert GmbH) postete in Conga
10. Sept. 2019, 13:20

I have trouble with the mail feature of Conga Quote Generation for CPQ as you can read here: https://success.salesforce.com/answers?id=9063A000000pqy6QAA

 

Does anyone use this feature and can help?

Kommentar schreiben...
0/9000