Conga Composer

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.

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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!

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Convert your Conga Courier Solutions to Global Merge

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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.

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Conga Composer - Automate

Drive revenue and increase the accuracy of your sales documents by automating with Conga!

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Conga Composer and Salesforce (1 of 6)

A quick overview of the relationship between Composer and Salesforce.

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The Composer Button UI (2 of 6)

A breakdown of key components within the Composer User Interface (UI).

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Solution Manager and Composer Components (3 of 6)

Learn how to create Solutions, how to make changes to Solutions, and what individual components make up Composer Solutions.

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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.

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Templates and Email Templates (5 of 6)

Learn how to create templates and email template records, and add them to a Solution.

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Parameters and Summary (6 of 6)

Learn how to enforce rules, make behavior changes, or create integrations with other products through Parameters, and gain insights into the building process as a whole.

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TCS Webinar: Gathering Additional Data, Related Lists, Reports, and Queries

Recorded webinar from 2017-11-21 covering the gathering of additional data, related lists, reports, and queries.

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