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Learn how metadata templates work in Conga Collaborate and how to use metadata in your documents once templates are set up.
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
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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!
1:22
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.
4:18
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.
1:28
Now that you have installed Conga Orchestrate, get started configuring your new solution!
3:27
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
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