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A look into the March '20 product features release

Kelli Blystone

March 02, 2020

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The Conga March ‘20 product features release is live! This release delivers smarter and faster features to help you better manage your business documents and contracts. We’re especially excited about Composer’s setup menu facelift, the recursive merge update in Contracts for Salesforce, Sign’s new SMS authentication, and more! 

Let’s dive into the specific features you can expect to see for each of the products in our Digital Document Transformation Suite:

Conga Composer

Updated setup menu: This enhancement increases the ease of setup, administration, and app maintenance for administrators, plus it provides consistency across Conga apps and Salesforce. It gives a current day look and feel to the app as well. 

What’s different? You will now see left navigation instead of a tab menu.

Conga Contracts

Coming soon: Harness the power of AI Analyze right from within Conga Contracts with an AI integration—quickly find key terms, migrate legacy contracts into the system, and analyze third party paper with ease.

Conga Contracts for Salesforce

Clause Library: With all of your clause elements in the new Clause Library, you can enjoy all clause-related activity in one centralized place for increased visibility, configuration, and control.
 
Recursive Merge: Now, when you create a contract, we’ve added the ability to automate Recursive Merge Sync, updating all merge fields to the related data for easier and more efficient contract delivery and client review.

Sign

SMS Authentication: Have greater confidence in the identity of your signer with a one-time password delivered via SMS. An automated solution that is tracked in your transaction’s Audit Trail, SMS Authentication meets your identity assurance preferences and legal requirements.
 
Update to Begin Signing Flow: A new message to begin your customer's signing experience and better inform the point in which the document is actually signed.
 
Sender Language: Conga Sign makes it easier to do business globally, with in-Salesforce user instructions in seven new languages.
 
Multiple in-Person Signers: Close contracts faster on-site or at events with customer and counter signers able to sign with multiple in-person signers. 

AI Analyze

Analysis Queue: Gain complete visibility into analysis results at the time that works for you.

Grid

Grid Graphs: Easily create and view relevant visualizations of your Salesforce data in ten new chart types that can be exported for use in documents and presentations.

Orchestrate

Checklist Step Type: Improve your outcomes and reduce errors with an easy-to-read Salesforce-centric checklist delivered to your team member at the time the task needs to be completed.

Additional resources

As always, we’ve created several resources to help you get to know the new enhancements in the product features release. Learn more about each from the following resources:

During this release, we do not expect any downtime of our Conga applications. 
 

Kelli Blystone

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