Conga Contracts for Salesforce Overview
Do you want to spend more time shaking hands with customers and less time shaking your head at your computer screen? Let’s speed up the sales process and close more deals! It’s time to get started with an end-to-end contract management solution! Let’s take a look from Jose’s point of view. Jose is a Sales Rep for Hightower Inc, a growing SaaS company. He’s constantly on the move, meeting with potential customers across the country. When Jose needs a contract, he needs it quickly! With Contracts for Salesforce, Jose can navigate to a legal agreement record, generate a contract with the click of a button, and have confidence that all of the necessary information and legal clauses are included. During negotiation, Jose’s legal team can easily swap legal clauses, view changes made to the contract, and sync changes in the contract back to Salesforce. The negotiated contract is then routed to the appropriate approvers using Conga Orchestrate so Jose can focus on building relationships with prospects and current customers. As soon as the contract is approved, it’s sent for signature using an integration with Conga Sign, our Effortless eSignature product, with just a click of a button. Jose could store his executed documents in Salesforce, but Salesforce storage at Hightower Inc is limited and in high-demand. For that reason, all of Jose’s executed documents are stored using Conga’s cloud storage and accessed just like any other document in Salesforce. Throughout the deal cycle Jose leverages reporting to monitor the status of his contracts, uncover trends, and identify bottlenecks. With Conga Contracts for Salesforce, Jose has the speed, ease, and control he needs to compete at the pace of sales. Want even more efficiency? Conga Contracts for Salesforce seamlessly integrates with other Conga products—allowing you to leverage the power of Conga’s Digital Document Transformation Suite to drive your business and generate revenue. Step up your contract management game, with Conga Contracts for Salesforce.
In Most Watched Videos
Conga Composer Overview
With Composer, building fully customized, personalized documents is a breeze. Automate your document processes and cut down on—or, hey, maybe even eliminate—errors.
Reports, Queries, and the Template Builder (4 of 6)
Learn how to source data from Salesforce with Report or Query data, and how to use that data for templates through the Template Builder.
Conga Sign Overview
Don’t overpay for eSignature—take a leap and experience the modern eSignature solution built for Salesforce. With Conga Sign’s easy-to-use interface and effortless signing experience, doing business with you just got easier.
How to Update Permission Sets - Winter 20 Release
As early as January 2nd 2020, Salesforce will activate a security update that will impact many of our customers. In order to avoid any disruption to your Conga Products, there are some critical updates you’ll need to make to user permissions.
Conga Grid Overview
Do your Salesforce tasks require three monitors, dozens of tabs, and your whole afternoon? What if you could accomplish the same work in fewer clicks, a fraction of the time, and from a single screen?
How to Add If Statements to Templates
Video on how to create IF statements in Microsoft Word templates.