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Conga Quote Generation Parameters

Select the category listed below to see the available parameters with descriptions. Each parameter opens in a new window. 

Automation and Integration
Parameter Description
DS7

Enables merge operations to occur in the background.

QMode

Parameters for Conga Batch and Conga Trigger  

QMode parameter is required when working with Conga Batch or Conga Trigger solutions. 

If you use the QMode parameter to save copies of documents, ensure the SC1 parameter is used in conjunction with QMode. 

SF1 Enables the use of Conga Composer for Salesforce1. This parameter is required for a button to appear on a mobile device.
Template Selection
Parameter Description
TemplateId

Pre-selects the template specified in the Template List box.

You may include up to 10 Template IDs. Additional limitations apply.

AttachmentId Specifies the Salesforce IDs of up to 150 static attachments to be included in a single merge process. Specify multiple attachments by separating the Salesforce IDs with commas.
SelectAttachments Displays the 20 most recent attachments or Salesforce files from the master object. Results display in descending order by created date.
Data Gathering and Formatting
Parameter Description
QueryId Retrieves the SOQL query stored in the specified Salesforce record, executes the SOQL query and makes the SOQL query results available through a dataset as seen on the Template Builder window.
ContactId Defines the related Contact drop-down menu in the Conga Composer user interface. The ContactID parameter also sets the default email and eSignature recipient, populates the Master-Contact dataset, and defines which Contact activities will be logged against.
CurrencyCulture

Overrides the default cultural settings for currency formatting. Useful in Word templates that format currency fields with the \# Currency picture switch.

Culture

Overrides the default cultural settings for currency and date formatting. Useful in Word templates that format currency fields with \# Currency picture switch.

TPV

Translate Picklist Values: For organizations where picklist values have been translated via the Translation Workbench, this setting enables Conga Composer to retrieve the translated values.

Output Options
Parameter Description
DefaultPDF Sets the default output type to Adobe Acrobat.
FP0 Locks the output file format.
OFN Sets the Output File Name, overriding the default name of the file.
Activity Logging
Parameter Description
SC0 Saves a copy of the merged output file.
SC1 Defines where a copy of the merged output file is stored.
Email
Parameter Description
EmailTemplateId Loads the subject and body fields from a Salesforce email template.
EmailToId Sets the value of the To field.
EmailAdditionalTo Sets the value of the Additional To field.
EmailLetterheadId Specifies which Salesforce email letterhead is used in conjunction with a Conga Email Template.
EmailUseSignature Indicates whether to include or exclude the signature of the sending user from the email body.
Conga Sign
Parameter Description
csVisible This parameter determines if Conga Sign integration is visible or not. The merge button becomes Merge & CongaSign when &csvisible=1
csRecipient Allows you to specify the recipients of a Conga Sign Agreement.
csRoleX In UI Mode: allows the role field on the UI to be specified.
In Automated Mode: enables writing a script specifying that some recipients are CC only.
csRoutingType Specifies the type of routing order set up for recipients. The routing order is in the order of recipients specified.
csEmailMessage Sets the message text for the recipients, defaults to a generic message if not specified.
csEmailSubject Sets the subject line of an email.
csExpiration Specifies the expiration date and time for recipients of eSignature.
csExpirationReminder Specifies the reminder date and time of expiration for recipients of eSignature.
csRequestReminder Specifies how much time (in days) a reminder should be set on a request.
DocuSign
Parameter Description
DocuSignBrandName Specifies the name of the brand (as defined in DocuSign) that a DocuSign Envelope should display in outbound emails.
DocuSignCustomField Sets the name of a custom field to set on the DocuSign Envelope Record created through the merge process.
DocuSignCustomFieldValue Sets the value of the corresponding custom field. 
DocuSignEmailSubject Populates the body of the DocuSign email.
DocuSignEmailBody By default, the email subject sent through DocuSign is pulled from the DocuSign Admin Settings. With this parameter, you can override the Admin Settings and establish a custom value for the email subject.
DocuSignEnableWetSign This parameter enables the Print & Sign option on the DocuSign envelope.
DocuSignEndpoint Configures a Conga Composer button to connect to a specific DocuSign endpoint other than the DocuSign production endpoint.
DocuSignExpireIn Indicates the number of days until the transaction is expired.
DocuSignExpireVoidEnv Indicates whether the envelope automatically expires.
DocuSignIgnoreOCR When Composer creates a DocuSign Envelope from an Opportunity, it automatically scans the list of Opportunity Contact Roles and attempts to match DocuSign Role Names with the Contact Roles. If they match, the Contact is automatically included as a signer. When this parameter is enabled, this behavior is skipped and Conga Composer ignores the Opportunity Contact Roles.
DocuSignRXAccessCode Sets the access code for recipient X.
DocuSignRXEmail Enables the Quick Add Recipient functionality with Conga. This allows users to add an email address (and a name) of a recipient who is not a User, Contact, or Lead in their Salesforce org.
DocuSignRXEmailBlurb Specifies the DocuSign Email Blurb for each DocuSign Recipient.
DocuSignRXEmailSubject Specifies the Email Subject for the DocuSign Recipient. You can specify the email subject for each DocuSign Recipient that you identified.
DocuSignRXID Sets the recipient of the document to be delivered.
DocuSignRXIdCheck Enables the DocuSignIdCheck functionality with Conga.
DocuSignRXIdCheckType Provides ID Check or SMS text authentication for DocuSign documents.
DocuSignRXIdCheckSMSPhone Specifies a mobile phone number to complete an SMS Authentication using the DocuSignIdCheck functionality.
DocuSignRXLanguage Specifies the email language for each DocuSign Recipient.
DocuSignRXName Enables the Quick Add Recipient functionality with Conga. This allows users to add a name (and email address) of a recipient who is not a User, Contact, or Lead in their Salesforce org.
DocuSignRXRole Sets the role for the specified DocuSign recipient.
DocuSignRXRoutingOrder Sets the recipient routing order.
DocuSignRXSignNow Enables the DocuSign Sign Now functionality with Conga.
DocuSignRXSigningGroup Enables the DocuSign Signing Group functionality with Conga. This allows users to be placed in signing groups.
DocuSignRXSIPName Sets the Sign In Person Name field on the Envelope Recipient.
DocuSignRXType Sets the recipient type.
DocuSignRelatedAccountID Sets the related Account field on the DocuSign Envelope. This parameter is used in establishing the relationship to the related Account on the DocuSign Status record.
DocuSignRemindAgainIn Indicates how often (in days) the reminder should repeat until the transaction is complete.
DocuSignRemindIn Indicates how many days should pass before the first reminder is sent.
DocuSignSendAsUserID Specifies a User Id from which DocuSign Envelopes are sent. This setting only applies if an individual user does not have credentials specified on his or her User record. The user without credentials can use the Send On Behalf Of feature and use a different user's credentials.
DocuSignSendReminders Sends reminder emails to recipients who have not yet completed their task.
DocuSignTag After the merge operation is complete, the browser is redirected to the DocuSign Tag screen.
DocuSignVisible Changes the Action picklist in the Composer dialog box to DocuSign and updates the Merge button to Merge and DocuSign. DocuSign is available separately on the AppExchange. You must subscribe to that service to use this integration parameter.
DocuSignWarnIn Indicates how many days prior to expiration you want an email message to alert recipients that a deadline approaches for completion.
Adobe eSign
Parameter Description
ESAccountId Specifies the Account to which an Adobe eSign Agreement should be related.
ESAdditionalTo Sets the value of the Additional Recipients field.
ESAgreementName Sets the Agreement Name. If not set, the agreement name is set to the output file name.
ESAgreementTemplateId Specifies the Adobe eSign Agreement Template.
ESContactId Sets the value of the Contact field.
ESContactId1 Sets an Additional Contact field.
ESContactId2 Sets an Additional Contact field.
ESContactId3 Sets an Additional Contact field.
ESContractId Sets the value of the Contract field.
ESCopyTo Sets the value of the Email a Copy To field.
ESCustomField Sets the name of a custom field to set on the Adobe eSign Agreement Record created through the merge process. Use the Salesforce API name of the field on the Adobe eSignAgreement Object. This parameter is designed to be used for those Adobe eSignAgreement fields that do not have their own corresponding Conga Composer parameter.
ESCustomFieldValue Sets the value of the corresponding custom field.
ESDataMappingId Specifies the Adobe eSign Data Mapping record.
ESExpireInXDays Sets the number of days before the email expires.
ESLanguage Sets the Language field.
ESLeadId Sets the value of the Lead field.
ESLeadId1 Sets an Additional Lead field.
ESLeadId2 Sets an Additional Lead field.
ESLeadId3 Sets an Additional Lead field.
ESMessage Sets the value of the Message field.
ESOpportunityId Sets the value of the Opportunity field.
ESPreview Sets the Preview Field.
ESRecipient1 Allows you to specify the recipients of an Adobe eSign Agreement using the Adobe eSignRecipients Related List object. The benefit of using this object rather than the discrete Lookup fields is that you may specify the ID of a Contact, User, Lead, Person Account or simply an email address as a Recipient.
ESRecipient1Role Specifies the role of the Adobe eSign recipient.
ESRemindRecipient Sets the Remind Recipient to Sign field.
ESRequirePWSign Sets the Password Required to Sign field.
ESRequirePWView Sets the Password Required to View field.
ESRequireSelfSign Sets the I Also Need To Sign field.
ESSignatureOrder Sets the Signature Order field.
ESSignatureType Sets the Signature Type.
ESSignatureGroup Specifies the signature group in Adobe eSign.
ESSVBA When automatically sending an Adobe eSign Agreement through the API, you may elect to trigger the built-in delivery mechanism of Adobe eSign.
ESVisible Changes the Action picklist in the Composer dialog box to Adobe eSign and updates the Merge button to Merge and Adobe eSign. Adobe eSign is available separately on the AppExchange. You must subscribe to that service to use this integration parameter.
Conga Contracts
Parameter Description
DataTagEnable This parameter is meant specifically for Composer solutions used with Conga Contracts.  When enabled, it creates data tags in the output document that allows changes to the document to be tracked and synced to Salesforce using the True-Up feature. 
RM

Recursive merge is a Composer Enterprise Edition feature that allows customers to store merge text inside fields in Salesforce. Composer queries the clause or text fields to create the subject document. A second merge is performed to identify and populate any merge fields that might have been contained in the initial merge results.

View an alphabetical listing of all available parameters.

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