How to Configure Conga Orchestrate
Now that you have installed Conga Orchestrate, get started configuring your new solution! This video will walk you through setting up permissions, page layouts, and process objects so that your users can start using Conga Orchestrate today!
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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!
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 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.
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