n8n-nodes-conga-cpq-clm

[Velocity BPA Licensing Notice]

This n8n node is licensed under the Business Source License 1.1 (BSL 1.1).

Use of this node by for-profit organizations in production environments requires a commercial license from Velocity BPA.

For licensing information, visit https://velobpa.com/licensing or contact [email protected].

An n8n community node for integrating with Conga CPQ (Configure, Price, Quote) and CLM (Contract Lifecycle Management) platforms. This node provides access to 7 core resources including quotes, products, contracts, and documents, enabling comprehensive quote-to-cash and contract management automation workflows.

Features

• Quote Management - Create, update, and manage quotes with full lifecycle support
• Product Configuration - Access product catalogs and configure complex product bundles
• Contract Lifecycle - Complete contract creation, negotiation, and management workflows
• Document Generation - Generate quotes, proposals, and contracts from templates
• Template Management - Manage and customize document templates for various outputs
• Approval Workflows - Automate approval processes for quotes and contracts
• Line Item Control - Detailed quote line item management with pricing calculations
• Revenue Operations - Streamline quote-to-cash and contract renewal processes

Installation

Community Nodes (Recommended)

1. Open n8n
2. Go to Settings → Community Nodes
3. Click Install a community node
4. Enter n8n-nodes-conga-cpq-clm
5. Click Install

Manual Installation

cd ~/.n8n
npm install n8n-nodes-conga-cpq-clm

Development Installation

git clone https://github.com/Velocity-BPA/n8n-nodes-conga-cpq-clm.git
cd n8n-nodes-conga-cpq-clm
npm install
npm run build
mkdir -p ~/.n8n/custom
ln -s $(pwd) ~/.n8n/custom/n8n-nodes-conga-cpq-clm
n8n start

Credentials Setup

| Field | Description | Required | |-------|-------------|----------| | API Key | Your Conga API key for authentication | Yes | | Server URL | Your Conga instance URL (e.g., https://yourcompany.congacloud.com) | Yes | | Environment | Environment type (Production, Sandbox, Development) | Yes |

Resources & Operations

1. Quote

| Operation | Description | |-----------|-------------| | Create | Create a new quote with customer and product information | | Get | Retrieve a specific quote by ID | | Update | Update existing quote details and configuration | | Delete | Remove a quote from the system | | List | Get a list of quotes with filtering options | | Generate | Generate quote document from configured template | | Submit | Submit quote for approval or customer review |

2. Quote Line

| Operation | Description | |-----------|-------------| | Create | Add a new line item to an existing quote | | Get | Retrieve specific quote line details | | Update | Modify quote line quantities, pricing, or configuration | | Delete | Remove a line item from a quote | | List | Get all line items for a specific quote | | Calculate | Recalculate pricing for quote lines |

3. Product

| Operation | Description | |-----------|-------------| | Get | Retrieve product details and configuration options | | List | Browse product catalog with search and filtering | | Search | Search products by name, SKU, or attributes | | GetConfiguration | Get product configuration rules and options | | GetPricing | Retrieve pricing information for products |

4. Contract

| Operation | Description | |-----------|-------------| | Create | Create a new contract from quote or template | | Get | Retrieve contract details and status | | Update | Update contract terms and information | | Delete | Remove a contract from the system | | List | Get contracts with status and date filtering | | Approve | Approve contract for execution | | Execute | Execute an approved contract | | Renew | Create renewal contract from existing contract |

5. Document

| Operation | Description | |-----------|-------------| | Generate | Generate document from quote, contract, or template | | Get | Retrieve generated document details | | Download | Download document file (PDF, Word, etc.) | | List | Get list of generated documents | | Preview | Generate document preview without saving |

6. Template

| Operation | Description | |-----------|-------------| | Get | Retrieve template configuration and settings | | List | Get available templates by type and category | | Update | Update template configuration | | Clone | Create copy of existing template |

7. Approval

| Operation | Description | |-----------|-------------| | Submit | Submit quote or contract for approval | | Get | Get approval request details and status | | Approve | Approve a pending approval request | | Reject | Reject an approval request with comments | | List | Get approval requests by status or assignee | | Recall | Recall submitted approval request |

Usage Examples

// Create a new quote with product lines
{
  "accountId": "001XX0000034MdJ",
  "opportunityId": "006XX00001jyGtZ",
  "name": "Q4 Enterprise License Quote",
  "description": "Annual enterprise software license renewal",
  "quoteLines": [
    {
      "productId": "01tXX0000028N8Q",
      "quantity": 100,
      "listPrice": 150.00
    }
  ]
}

// Generate contract from approved quote
{
  "quoteId": "0Q0XX0000028R5W",
  "templateId": "01gXX0000045K2P",
  "contractName": "Enterprise License Agreement 2024",
  "startDate": "2024-01-01",
  "endDate": "2024-12-31",
  "autoRenewal": true
}

// Submit quote for approval workflow
{
  "quoteId": "0Q0XX0000028R5W",
  "approverIds": ["005XX0000058N8Q", "005XX0000058N8R"],
  "approvalComments": "Please review pricing for enterprise discount",
  "dueDate": "2024-01-15"
}

// Generate quote document with custom template
{
  "quoteId": "0Q0XX0000028R5W",
  "templateId": "01gXX0000045K2P",
  "documentName": "Enterprise Quote - Acme Corp",
  "format": "PDF",
  "deliveryMethod": "Email",
  "recipientEmail": "[email protected]"
}

Error Handling

| Error | Description | Solution | |-------|-------------|----------| | Authentication Failed | Invalid API key or expired credentials | Verify API key and check credential configuration | | Quote Not Found | Specified quote ID does not exist | Confirm quote ID exists and user has access permissions | | Product Configuration Error | Invalid product configuration or missing required options | Review product configuration rules and required fields | | Approval Workflow Error | Cannot submit for approval due to validation errors | Check quote completeness and approval workflow requirements | | Template Generation Failed | Document template processing error | Verify template exists and all merge fields have valid data | | Pricing Calculation Error | Error calculating quote line pricing | Check product pricing rules and quote line configuration |

Development

npm install
npm run build
npm test
npm run lint
npm run dev

Author

Velocity BPA

• Website: velobpa.com
• GitHub: Velocity-BPA

Licensing

This n8n community node is licensed under the Business Source License 1.1.

Free Use

Permitted for personal, educational, research, and internal business use.

Commercial Use

Use of this node within any SaaS, PaaS, hosted platform, managed service, or paid automation offering requires a commercial license.

For licensing inquiries: [email protected]

See LICENSE, COMMERCIAL_LICENSE.md, and LICENSING_FAQ.md for details.

Contributing

Contributions are welcome! Please ensure:

1. Code follows existing style conventions
2. All tests pass (npm test)
3. Linting passes (npm run lint)
4. Documentation is updated for new features
5. Commit messages are descriptive

Support

• Issues: GitHub Issues
• Conga API Documentation: Conga Developer Portal
• CPQ Community: Conga Community