Most Recent Videos
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6 Steps to Creating a Quote Solution with Conga Quote Generation
Ready to generate quotes at lightning speed? Here are 6 steps to creating a solution with Conga Quote Generation for Salesforce CPQ and CPQ+.
4:36
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3 Steps to Improve Your Quote Process
Step up your quote documents with Conga Quote Generation for Salesforce CPQ and CPQ+. Here are 3 steps to improving your quote process with Conga Quote Generation.
1:19
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How to Configure Conga Orchestrate
Now that you have installed Conga Orchestrate, get started configuring your new solution!
3:27
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How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
1:41
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3 ways to streamline your CLM processes
As an Agent of Change within your organization you are often challenging the status quo to improve how things get done and you don't have time to waste on inefficient, risky CLM practices.
1:28
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How to install and configure Conga Sign
Join us as we run through how to install Conga Sign from the Salesforce AppExchange, configure the product, and send a document for eSignature. Installation :12 Configuration :58 Send for eSignature 2:36 Resources 3:56
4:14
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3 steps to move from copy/paste to document generation
Copying data from Salesforce and pasting it into your quotes and proposals is cumbersome and leaves too much room for error. There’s a better way to create your business critical documents!
1:22
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3 benefits of moving to eSignature
Let’s face it. Wet signatures are hard to get! To keep your business moving forward you need a new way to execute deals and agreements. Here are 3 benefits of moving to electronic signature.
1:26
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Convert your Conga Courier Solutions to Global Merge
15:43
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Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.
4:18
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Adding a Table to a Collaborate Document
Learn to add generic tables to your Collaborate document using the editor tool.
3:30
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Conga Collaborate Metadata Overview
Learn how metadata templates work in Conga Collaborate and how to use metadata in your documents once templates are set up.
3:53
Most Watched Videos
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Conga Composer Overview
With Composer, building fully customized, personalized documents is a breeze. Automate your document processes and cut down on—or, hey, maybe even eliminate—errors.
2:37
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How to Update Permission Sets - Winter 20 Release
As early as January 2nd 2020, Salesforce will activate a security update that will impact many of our customers. In order to avoid any disruption to your Conga Products, there are some critical updates you’ll need to make to user permissions.
2:01
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How to Add If Statements to Templates
Video on how to create IF statements in Microsoft Word templates.
4:41
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Conga Sign Overview
Don’t overpay for eSignature—take a leap and experience the modern eSignature solution built for Salesforce. With Conga Sign’s easy-to-use interface and effortless signing experience, doing business with you just got easier.
2:04
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Conga Contracts for Salesforce Overview
Do you want to spend more time shaking hands with customers and less time shaking your head at your computer screen? Let’s speed up the sales process and close more deals! It’s time to get started with an end-to-end contract management solution!
2:18
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Getting Started with Conga Composer
Learn how to begin generating pixel-perfect documents from Salesforce using Conga Composer.
1:42
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Conga Grid Overview
Do your Salesforce tasks require three monitors, dozens of tabs, and your whole afternoon? What if you could accomplish the same work in fewer clicks, a fraction of the time, and from a single screen?
1:44
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Conga Contracts Overview
Your CLM practice deserves an end-to-end contracting solution that accelerates negotiations without compromising on compliance! With Conga Contracts, automation will have you moving at lightning speed throughout each step of the contract lifecycle.
3:00
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Reports, Queries, and the Template Builder (4 of 6)
Learn how to source data from Salesforce with Report or Query data, and how to use that data for templates through the Template Builder.
5:21
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How to Get Started with Grid
Video on getting started with Conga Grid
2:48
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Conga Collaborate Overview
Never be tied to your desk again with Conga Collaborate's online, mobile friendly, and automated document generation. See why businesses around the world are generating sales documents out of Salesforce with Conga.
3:02
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How to Add Detail Regions to a Conga Composer Template
How to add detail regions to Word templates.
3:44