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Document Generation
Welcome to Conga Composer
Welcome! If you’re looking for step-by-step guidance to help you get started with Conga Composer, you’ve come to the right place. In this 15-minute demo video, we’ll walk you through the key concepts and building blocks to get you up and running. Before you know it, you’ll be generating fully customized documents with the click of a button.
08/17/2021
15 min watch
Videos
CLM
Using Conga Contracts for Salesforce and Conga Composer
Ever wonder exactly how real-life Conga users leverage our solutions to streamline contract lifecycle management (CLM)? In this demo video, we’ll follow contract manager Maria step-by-step through the process of creating, negotiating, and executing contracts with her clients, using Conga Contracts for Salesforce and Conga Composer.
08/17/2021
4 min watch
Videos
eSignature
Conga Sign: In Person Signing
When you’re face-to-face with a client, any delay in the closing process can cost you the deal. Conga Sign’s In Person Signing feature lets you collect signatures on the spot, without having to email the contract and wait for a response. See how one company leverages In Person Signing for on-site service calls in this quick video.
08/17/2021
1 min watch
Videos
Document Generation
Getting started with the Document Automation Wizard
With our Document Automation Wizard, you can quickly and easily create a custom Conga Composer solution from a simple guided interface. Gather data, add templates, and assign behaviors to your solution for faster automation and distribution. Want to see the Document Automation Wizard in action? Check out this quick demo video.
08/17/2021
2 min watch
Videos
CLM
Conga Contracts Business Intelligence Toolbox overview
The Conga Contracts Business Intelligence (BI) Toolbox helps surface meaningful insights from the data within your Conga Contracts' system. BI Toolbox reports can be shared with other Conga Contracts users and can even be scheduled for distribution.
08/17/2021
8 min watch
Videos
Document Generation
Getting started with Conga Composer
When you need to create customized documents from your Salesforce data, Conga Composer is the answer! Generate documents in Word, PowerPoint, and Excel—as well as pdfs and html emails—with just the click of a button. Composer integrates seamlessly with the entire Conga Digital Transformation suite and leading vendors on the App Exchange.
08/17/2021
2 min watch
Videos
CLM
Accept changes in a click with Conga Contracts for Salesforce
Contract negotiations—both internal and external—inevitably lead to a lot of changes. Instead of accepting redlines one-by-one, you can accept all changes with a single click—and sync up your system of record—with the True-Up All feature in Conga Contracts for Salesforce.
08/17/2021
2 min watch
Videos
CLM
Automate negotiations with Conga Contracts for Salesforce
Contract negotiation doesn’t have to be painful. Automating the tedious tasks associated with contract negotiation lets you focus on the important work of building relationships, managing obligations, and mitigating risk.
08/17/2021
2 min watch
Videos
CLM
Streamline contract management with Contracts for Salesforce
Managing your organization’s deals and contracts is hard work—not to mention all the associated data. With Conga Contracts for Salesforce and Conga Grid, you can accomplish more in less time, with fewer clicks, all on a single screen.
08/17/2021
2 min watch
Videos
eSignature
Capture and store critical document info with Conga Sign
Streamline the document execution process, eliminate manual data entry, and keep your Salesforce data clean with the Write Back feature in Conga Sign. This tool lets you add custom fields to your documents, capture information from signers, then store that info in the appropriate Salesforce fields. Check out the video to learn more.
08/17/2021
1 min watch
Videos
eSignature
Conga Sign: Draw Your Signature
Wouldn’t it be great if your electronic signature actually looked like a real signature? With Conga Sign, it can! Using the Sign on Glass feature, you can easily draw your customized electronic signature and initials, then save them for use in executing your documents. See how it works in this video.
08/17/2021
1 min watch
Videos
eSignature
Conga Sign: Custom Tags
When you’re working to close an opportunity, there’s no time to waste. Tracking down the information you need to execute documents can be inefficient—especially if it requires multiple communications with your signers.
08/03/2021
1 min watch