June '20 products

Features release

We’re making our suite better together before, during, and beyond these unusual times.

Learn more about the June '20 release

Welcome to Conga’s June 2020 features release where we help our customers manage documents, contracts, sign, and analyze information throughout their organization to accelerate business.

Conga Composer - June 2020

Feature Summary

  • Conga Keys - Conga Keys increases ease for admins and developers to deploy Composer buttons between orgs without needing to manually update them by removing the Salesforce Record ID dependency. This reduces deployment errors and makes continuous integration between orgs seamless.

  • Query Optimization - Conga Queries have improved performance in Composer solutions, resulting in faster load times and less API calls.
     

  • In-App Product Notifications - Composer features new in-app notifications to seamlessly inform customers of new features and functionality.
     

  • Composer Advanced Features
    • Document notifications* - Receive email notifications and immediate insight to accelerate sales cycles and business processes (requires updated order form). For more information, see Notification Emails.

    • Document tracking & reporting* - Accelerate deal opportunities with better pipeline engagement for consistent, recurring prospect and customer conversations (requires updated order form).

    • Send via link* - Attachment sizes for outbound/inbound emails are no longer a concern, as Composer maximum file size of 40MB can now easily be delivered via unique URL (requires updated order form). For more information, see Composer Link Service.

    • For more information on Composer Advanced Features, see Composer Advanced Features.

* Based on data residence, free trial applies to North America customers until further notice.
 

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Visit the AppExchange to update your package

Conga Collaborate - June 2020

Feature Summary

  • Parallel Page Processing - Conga Collaborate now synchronously generates multiple pages of a Collaborate document at once to increase document generation performance and reduce the overall amount of time taken to generate a document.

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Submit a ticket to start the activation process. 

Conga Contracts - June 2020

Feature Summary

  • Dynamic Logos - Instead of using the default company branded logo at the top left of your Conga Contracts application, you can upload individual logos to an individual Company Profile. These logos display in all outbound emails associated with that specific Legal Entity. For more information, see Adding a Dynamic Logo to a Company Profile.
     

  • API External Data Fields - API External Data Fields are new robust system fields that allow you to easily submit requests with special data from external databases. For more information, see API External Data Fields Overview.

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Features are updated for all users immediately after the release goes live, June 17, 2020 

Conga Contracts for Salesforce - June 2020

Feature Summary

  • Clause Approvals - Clause Level Approvals for Conga Contracts for Salesforce gives you the ability to create an approval request process where you can assign approvers and create approval steps at the clause level. After your approval requests are completed, you can also easily keep track of them and view all changes using the Approval Requests and View History records related lists. For more information, see Clause Level Approvals.

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Features are updated for all users immediately after the release goes live, June 17, 2020 

Conga AI Analyze - June 2020

Feature Summary

  • Bulk Upload - You can now upload and manage your documents in bulk within the Conga AI Analyze Analysis Queue. For more information, see Conga AI Analyze Bulk Upload Overview.
     

  • Custom Clause Types - You can now create Custom Clause types for your Blueprints in the new Clause Management section of AI Analyze. For more information, see Clause Management Overview.

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Features are updated for all users immediately after the release goes live, June 17, 2020 

Conga Grid - June 2020

Feature Summary

  • Lightning Components in the Reading Pane - Use custom or managed Lightning Components in a Conga Grid's Reading Pane to provide users access to all the tools and data they need in one spot.

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Features are updated for all users immediately after the release goes live, June 17, 2020 

Conga Orchestrate - June 2020

Feature Summary

  • Create from LucidChart - Upload existing LucidChart diagrams into Conga Orchestrate to transform them into robust processes in Salesforce.
     

  • RPA Step Type - Save human resources for your most meaningful work by incorporating a bot in your Conga Orchestrate flow. By leveraging a new integration between Conga Orchestrate and robotic process automation (RPA) provider UiPath, you can launch or receive tasks from bots to alleviate tedious repetitive work.
     
  • Scaling Enhancements and Reduced Footprint - Conga Orchestrate provides a reduced footprint in Salesforce orgs by reducing the amount of required fields on process objects. For more information, see Conga Orchestrate Scaling Enhancements.

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Features are updated for all users immediately after the release goes live, June 17, 2020 

Conga Sign - June 2020

Feature Summary

  • Composer Integration Parameters - New Composer parameters are available to enhance and customize Conga Sign-integrated Composer solutions with designated recipient languages, SMS authentication, and In-Person Signing functionality.
     

  • Sender Reassign - Easily modify and reassign recipients in an in-progress Conga Sign Transaction, without having to restart or cancel the transaction.
     

  • Cancel Transactions in Bulk - Leverage Apex code in custom Salesforce solutions to cancel many Conga Transactions at once.

ALL ITEMS LISTED ARE SUBJECT TO CHANGE ON OR AFTER THE RELEASE DATE

Features are updated for all users immediately after the release goes live, June 17, 2020