March '20 products

Features release

Manage documents and contracts to accelerate business.

Learn more about the March '20 release

Introducing feature enhancements for engaging documents, effortless eSignature, intelligent contracts, and more.

Conga Composer - March 2020

Feature Summary

  • Updated Setup Menu - increases ease of set up, administration, and app maintenance for administrators.
     
  • Send via Link* - get ALL the documents to their inbox the first time
     
  • Document Notifications* - receive an email notices when your document is viewed to reduce follow up guesswork, increase forecasting, and enhance pipeline adjustments (edited) 
     
  • Document History and Tracking* - track and analyze document trends to accelerate deal opportunities and more engaged customer conversations

* 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

Conga Contracts - March 2020

Feature Summary

  • AI Integration - Coming soon! Harness the power of AI Analyze right from within Conga Contracts — quickly find key terms, migrate legacy contracts into the system, and analyze 3rd party paper with ease.

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

Conga Contracts for Salesforce - March 2020

Feature Summary

  • 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 - You asked and we delivered! Upon creating a contract, we’ve added the ability to automate Recursive Merge Sync updating all merge fields to the related data so a contract can be reviewed and sent to a client more efficiently.

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

Conga AI Analyze - March 2020

Feature Summary

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

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

Conga Grid - March 2020

Feature Summary

  • Grid Graphs - Easily create and see relevant visualizations of your Salesforce data in your Grid Graph’s 10 new and exportable chart types.

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

Conga Orchestrate - March 2020

Feature Summary

  • 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

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

Conga Sign - March 2020

Feature Summary

  • 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 - You asked and we listened! A new message to begin your customer's signing experience and reduce confusion at which point 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. Please note: This feature will not be available in sandboxes; it will be in production with other features on March 3, 2020.

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