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!
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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+.
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 Configure Conga Orchestrate
Now that you have installed Conga Orchestrate, get started configuring your new solution!
Convert your Conga Courier Solutions to Global Merge
How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.