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Document Automation
Drive revenue and increase the accuracy of your sales documents by automating with Conga!
1:45
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Conga Composer and Salesforce (1 of 6)
A quick overview of the relationship between Composer and Salesforce.
1:20
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The Composer Button UI (2 of 6)
A breakdown of key components within the Composer User Interface (UI).
2:32
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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.
2:10
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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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Templates and Email Templates (5 of 6)
Learn how to create templates and email template records, and add them to a Solution.
3:05
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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.
1:46
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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.
34:09
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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 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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Getting Started with the Document Automation Wizard
Overview of Conga Composer's Document Automation Wizard
1:21
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TCS Webinar: Migrate a Composer Solution to Lightning
Technical Customer Success Webinar Series: Migrate a Composer Solution to Lightning
21:44
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