Most Recent Videos109 videos
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+.
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.
How to Configure Conga Orchestrate
Now that you have installed Conga Orchestrate, get started configuring your new solution!
How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
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.
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
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!
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.
Convert your Conga Courier Solutions to Global Merge
Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.
Adding a Table to a Collaborate Document
Learn to add generic tables to your Collaborate document using the editor tool.
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.
- Load More