This article explains how to generate a quote using the Conga Composer application.
Once you've finished setting up your service agreement, the next step is to generate a quote to provide to the client. If you have a Conga licence, you'll be able to use a template in Conga Composer to format your quote.
To generate a quote:
- Go to the client's service agreement.
- Click on the Generate Quote button. This will only be visible if the agreement has a status of Draft.
- This will launch Conga Composer in a window.
- Select the relevant service agreement template from the Template List.
- Your client's name should appear in the Related Contact field.
- Under Output Options, you can use the radio buttons to set the File Type to either match the template or to generate an Adobe PDF.
- From the Action list, you can indicate whether to Download a copy of the quote, or to send it via Email.
- You can also indicate whether to save a copy of the quote, and where this should appear in Salesforce. We recommend leaving this set to Enabled and to save to a Salesforce File.
- Once you're happy with your settings, click on the Merge & Download button or, if you selected email, the Merge & Email button.
- Close the Conga Composer window to return to your service agreement.
We recommend that you close the window, rather than clicking on Return to Service Agreement. This feature causes the service agreement to open in the reduced window, which makes it difficult to navigate.
- Your service agreement will now have a status of Quote Submitted. If you need to make changes to the agreement after submitting the quote, you'll need to click on the Cancel Quote button.
- A copy of the quote should appear as a download on your computer. If you followed our recommended settings, you can also find it by clicking on the Related List tab and scrolling down to Files.
Once you've you've generated a quote, you're ready to record the client's signed approval.