Sales Rep Survey Forms using Collaborate and Formstack
Learn how to set up Rep Survey Forms with this demo.
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Convert your Conga Courier Solutions to Global Merge
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
How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
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.
3 steps to move from copy/past 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!
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.