First-time installation and admin steps

About 5-10 minutes

1. Install package Link(s) above (Composer, CFS, Sign & the Revenue Cloud Solution Pack)

2. Click "Get It Now"

3. Confirm Installation Details

   1. If necessary, click "Edit Profile" to ensure following mandatory fields are complete

      1. First Name

      2. Last Name

      3. Email

      4. Company Name

      5. Country

      6. State/Province

   2. Checkbox: ☑I have read and agree to terms and conditions

   3. "Confirm and Install"

4. Select: "Install for All Users"

5. Approve Third-Party Access

   1. Checkbox: ☑Yes, grant access to these third-party web sites

6. Likely have to wait for email from install process to confirm package install

After receiving the "Package Conga Composer Install Successful" email, you can do the Composer Installation:

• Go to Conga composer and click on conga composer setup.

• Authorize and Allow (make sure popup blockers are off)

• Refresh Token

• You're all set in the conga composer Setup section.

• Navigate over to setup and look for connected apps. Select manage connected apps.

• Find conga composer in this list and change the permitted user authorization step to admin will pre authorize and hit Save.

• Scroll down to profiles, hit Manage Profiles, and add every profile that you are going to be demoing. Click on system admin to do the setup side of things but add any profile that you're going to be using and hit save.

• Profiles, CPQ, CPQB Sales, billing, contract manager sales, Sys- Admin - CPQ and Sys Admin *Add any other profile you maybe be using in your demo or pertaining in your use case

• Composer is configured and ready to go!

After receiving the "Package "Conga Sign install was successful" email you can set up the Conga Sign Installation:

• Navigate to your app launcher, find Conga sign and go to Conga sign setup.

• Pick which region you're in, of course pick which one is relevant for you, once you pick this you cannot change this.

• Click Connect

• Click Start Automatic Configuration and pick objects you're going to be needing to use with Conga Sign. For this example. All we need to do is the quote, go ahead and hit next.

• Then pick your profile. You just need the Sys admin and Sys Admin CPQ one for the actual setup side of things, go ahead and hit save and hit Done

After receiving the “Package Conga Contracts Install Successful“ email you can set up Conga Contract/CLM:

• Find the Conga CLM app and click on Conga CLM setup.

• Click Allow and Connect your app

• Go to Send for Negotiation and pick Conga CLM demo, and then it will use the pre created email template by default.

• Your done

After receiving the "Conga CLM for CPQ Package Rev Cloud - Conga CLM" email was received. You can set up the final Package set up:

• Go to Setup and chose installed packages and find the Conga CLM for CPQ Package and hit configure

• Update contract data once grayed out it means it's done.

• Click on Extract Conga Solutions

• Click on add Remote site and save

• Go to Setup and under Object Manager select quote and click on Page Layout and we are going to edit the primary layout.

• Click on Related Lists and drag and drop the Conga Sign Transactions and Managed Clauses and hit save.

• Then click on lightning page record and here we will add on our components.

• Click in the box that has the Details tab in it and add a new tab. Chose custom and label it agreement.

• Click on agreement and add Related List- Single, and then there are three related lists that are important in here. Pull those over in single lists. First one is Managed Clauses, second is Files and the third one is Conga Sign Transactions

• Under Custom – Managed drag and drop agreementactions and click save

• Now create a quote and Invoice to use in your talk track

Create a quote:

• Go to Omega account and create a new quote, fill in only required files and hit save.

• Edit Lines and pick Smartbytes price catalog and pick software suites. Select SB-ENT-Core and then click select & add more. Then Pick AO-Ano-DET select & add more, then lastly chose SB-USER-N and hit select.

• Click Save