What is Conga Composer
- Conga Composer enables Salesforce users to form, customize, automate and generate documents and quotes by one click on a button
- It can even choose richly-formatted templates with information kind any quiet object in Salesforce.
- we are able to produce a conga guide through guide builder which i will discuss more.
Table of Contents
What is Conga contracts for Salesforce?
Conga Contracts for Salesforce allows you to manage complicated, enterprise-wide contract lifecycles to mitigate risk, reduce friction, and empower your business to scale. From request to amendment through renewal, Conga’s workflows allow you to automate every step of your contract lifecycle in Salesforce.
What is Conga?
Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor. Who uses Conga? Organizations that want to streamline documentation processes. End-to-end automation means you spend less time dealing with paperwork and more time winning over customers.
What is in the transition to Salesforce conga?
It contains answers to common questions you may have after you have decided to make the transition, primarily focused on the resulting changes to Conga applications, related Visualforce pages, and other custom elements that have been created for your organization’s implementation of Conga products and services on Salesforce.
Why choose conga for commercial operations transformation?
Solve the revenue process and improve business outcomes with our support. Evolve and thrive. Conga offers the most complete solution for commercial operations transformation. Businesses can simplify and automate their approach to the essential quotes, contracts, documents, and processes that drive revenue and improve customer experiences.
Is Conga part of Salesforce?
Conga and Salesforce FAQs Conga was born on the Salesforce AppExchange in 2006 and Salesforce Ventures is a Conga investor.
What is Conga tool?
About Conga Document Generation Conga document generation is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers.
Is Conga a standard object of Salesforce?
The Conga Collaborate managed package creates relationships from the Octiv Documents object to five standard Salesforce objects: Opportunity, Account, Case, Contact, and Lead. You can create documents from these objects out of the box with no additional configuration.
How does Conga integrate with Salesforce?
Conga Composer can be seen in your Salesforce account.. Go to Conga Solution and select “New” from the drop-down menu. Use Master Object where you want to use the Conga solution and give it a name. Produce a button by clicking the Create a Button option, which will create a new button that may be used in page layout.
What is Apttus in Salesforce?
Apttus is a quote-to-cash software that automates critical business activities between a potential buyer’s purchase and revenue realization.
What is a Conga template?
Conga Templates are CRM records that allow you to store your Word merge document as an attachment. The templates are immediately available as you build your letter campaign in Conga MassMerge and other tools. Conga Templates also allow you to maintain versions of your document.
How do you use a conga trigger?
To create a workflow rule for Conga TriggerNavigate to Setup in Salesforce.Click Create.Click Workflow & Approvals.Click Workflow Rules (in Salesforce Lightning: Setup. (in Salesforce Lightning: Setup → Process Automation → Workflow Rules)Click New Rule.Complete the steps using the information below:
How do I edit a conga template in Salesforce?
Click on the template record to display its Creation Template Edit screen, and edit the template:Rename the template or change its description.Map the merge fields in the template document to a different system or additional field, additional form field, or clause.More items…
How do you become a Conga Composer?
1:131:58Getting Started with Conga Composer – YouTubeYouTubeStart of suggested clipEnd of suggested clipThere are two ways to get started a quick start using composer solution packs or a custom. SolutionMoreThere are two ways to get started a quick start using composer solution packs or a custom. Solution if you already know what you want to build if.
How do you make a conga report?
To create a Master Object Report:From the Reports Tab, click New Report.Select the type of data you want to report on and click Create. For the report format, select Tabular. … Save the report to the Conga Reports folder. Say you’d like to send a document to a group of Accounts.
How does DocuSign integrate with Salesforce?
DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous security certifications and standards to ensure your documents are safe and scalable.
What is nintex drawloop?
Nintex Drawloop DocGen for Salesforce is a no-code solution that automates your document generation and delivery process from data stored in your Salesforce org. This easy-to-use solution allows you to create compliant and consistent documents while reducing human error from manual document generation.
Effective contract management to speed up sales
Automate, generate, and execute large volumes of transactional contracts directly in Salesforce. Empower sales teams to build and negotiate their own contracts within legal guidelines to reduce risk, streamline processes, and accelerate sales cycles. Sales closes more deals and legal can focus on more complex contracts.
Efficient teams, happy customers
Delight your customers and employees with a frictionless contracting process from beginning to end. Shrink contract negotiations and achieve faster time-to-revenue, all within Salesforce as your single source of truth.
Legal-approved, sales-driven negotiations
Legal-approved clauses and language empowers sales to build and negotiate standard contracts for faster negotiations without risk. In the rare case, legal can redline, negotiate, and amend contracts as an exception, not as a rule.
Increased visibility, key insights
Standard, high-volume contracts must be executed the same way every time to reduce risk. Create and deliver the right alert notifications for you in the contract management process, right from within Salesforce.
Manage legacy and 3rd party contracts effortlessly
Use AI and Machine Learning to ingest legacy and 3rd party contracts to uncover new insights. Track and compare 3rd party contracts, map the data to Salesforce fields for reconciliation, and identify which clauses should be saved in the clause library to manage risk and optimize revenue.
Work in Word
Conga provides an answer we’ve been looking for to improve our contract negotiation process. Process cycle time reduction […] means our customers can serve their patients sooner.
Conga Contracts for Salesforce plays well with others
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
What is a Conga document?
This document is intended for Conga customers who have made the decision to transition from Salesforce Classic to Salesforce Lightning. It contains answers to common questions you may have after you have decided to make the transition, primarily focused on the resulting changes to Conga applications, related Visualforce pages, and other custom elements that have been created for your organization’s implementation of Conga products and services on Salesforce.
What happens when you switch between Lightning Experience and Salesforce Classic?
A: Switching between Lightning Experience and Salesforce Classic affects the underlying URL routing logic and can lead to some unexpected results when links are resolved. Please refer to the following link for more details: https://help.salesforce.com/articleView?id=lex_switching_considerations.htm&type=5
What is Magic Mover in Salesforce?
For bulk attachments, Salesforce provides an application called Magic Mover for migrating your Notes And Attachments to Salesforce Files. Download the details from the Apttus Knowledge Base.
Does Conga have Lightning?
When you enable Lightning for your organization, all Conga applications become Lightning compatible: All Conga Classic pages are automatically converted to Lightning. Any customization work done for or by a customer in Classic mode is also automatically converted.
Does Conga Angular work?
All Conga Angular pages remain in the Angular Framework and continue to work normally (Lightning compatible).
Does Conga work with Salesforce?
A: Currently Conga only delivers versions of our Salesforce applications that work in both Classic and Lightning compatible mode. All Lightning features are on parity with Salesforce Classic, with the few exceptions described here: https://help.salesforce.com/articleView?id=lex_aloha_comparison.htm . This may affect one or more of your customizations or other non-Conga Apps you may be running.
Remove pressure points from your document creation
Automate your data-gathering, document formatting and staying on top of where documents end up. Let your people focus on other things instead.
Our Salesforce ISV partners
Working with the best ISV partners to give your Salesforce platform competitive edge.
What is Conga Composer?
With Conga Composer, easily create beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Sales force. Send consistent and personalized documents that elevate your brand and delight your customers.
Does managed package count against org?
Contents of managed packages don’t count against your org’s app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.
What is Conga in Salesforce?
From the dotted line to the bottom line, Conga makes it easy to maintain consistency and control of your most critical agreements — right from within Salesforce. Instantly gain greater visibility into your contract portfolio to pinpoint exactly where your contracts are in the lifecycle and where your bottlenecks might be occurring.
Is it easier to analyze legacy contracts?
Legacy contracts have never been easier to analyze.
Does managed package count against org?
Contents of managed packages don’t count against your org’s app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.
What is Salesforce Inbox Control Panel?
CATEGORIES Sales Intelligence The Salesforce Inbox Control Panel allows you to manage your team’s deployment of the Inbox apps.
What is the best place to get work done in Salesforce?
Simply put, Grid is the most best place to get work done in Salesforce.
Does managed package count against org?
Contents of managed packages don’t count against your org’s app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.
Why use Conga Queries in Salesforce?
While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability. You can use a Salesforce report to retrieve data related to your Master Object.
How does Conga Composer filter?
Conga Composer filters the report by passing the Master Object ID into the first cell of the value column in the report when the merge begins.
How many rows can a Conga Composer report have?
Conga Composer will retrieve a report that contains a maximum of 2,500 rows and contains less than 5 MB of total data. Additionally, each Conga Composer solution has a combined row limit of 25,000. You must use a Tabular format, not Summary or Matrix style reports.
Where is the Conga Composer button?
Let’s say your Conga Composer button is located on an Account and you’d like to use a report to retrieve all Contacts related to that Account so you can print a phone directory. Create a Conga Composer button and place it on your Account page layout. Create a Salesforce report based on Contacts & Accounts.
Where to save Conga Composer reports?
Save the report into any publicly accessible folder, we recommend Conga Composer Reports.
Can you use Conga Composer to retrieve data?
You can use a Salesforce report to retrieve data related to your Master Object. Conga Composer automatically filters the report by passing the Master Object ID into the report’s Advanced Filters. (You may override the default behavior and instead use other information to filter the report as needed.)
Simplify, then scale away
From price quotes and contracts, to fulfillment and renewal services, Conga’s single data model delivers unified revenue intelligence throughout the lifecycle and across customer, team, and business performance.
Propose & Quote
Companies who standardized with the Conga Revenue Lifecycle Solution saw a 25% improvement in win rate, and a 25% jump in deal size.
Negotiate & Execute
New Revenue Lifecycle Solution users saw a 32% increase in compliance, and a 25% decrease in contract processing time.
Manage & Fulfill
Companies who switched to the Conga Revenue Lifecycle Solution experienced 29% faster order processing, and 26% better order-to-cash cycle time.
Renew & Expand
Revenue Lifecycle Solution users saw increased renewal rates, 27% more revenue per contract, and a 23% jump in overall sales revenue.
Get a demo
It’s hard to visualize exactly how Conga revolutionizes your business’ unique situation. So why not let us show you? Fill out the form below, and we’ll be in touch to provide a commitment-free demo that’s customized to your business operations.
