Editing a Document in Conga Collaborate
Learn how to edit a document in Conga Collaborate
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Convert your Conga Courier Solutions to Global Merge
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.
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!
How to Configure Conga Orchestrate
Now that you have installed Conga Orchestrate, get started configuring your new solution!
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