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Conga
United States
Приєднався 2 кві 2013
Conga helps businesses transform commercial operations-digitizing the documents and automating the processes around pricing, quoting, and contracting-to accelerate revenue and create a better customer experience.
Here you'll find demos, best practices, and other resources.
Here you'll find demos, best practices, and other resources.
Best Document Creation and Management Software for Business Critical Docs - Conga
Conga Composer is the trusted document generation and management solution for businesses of all sizes and industries. Composer allows you to embed document generation solutions into any website, application, and/or platform, and populate documents with data from any source while sending and saving those documents as needed.
See how Composer can help you shave hours off your workday and boost productivity. Get your free demo today.
conga.com/campaign/conga-composer-demo?FY25-composer-demo
Join the Conga Customer Community today: community.conga.com/s/home
Access the Conga Sign user group: community.conga.com/s/group/0...
ABOUT OUR CHANNEL
Conga helps businesses transform commercial operations-digitizing the documents and automating the processes around pricing, quoting, and contracting-to accelerate revenue and create a better customer experience.
Check out our channel here: www.youtube.com/@CongaHQ/
Don’t forget to subscribe!
To learn more about the Conga Customer Community, check out this playlist: ua-cam.com/play/PL0fw919bWg4c5F6TuEpHFqjS_dYQ4pY2G.html
FIND US AT
www.conga.com/
FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
LinkedIn: www.linkedin.com/company/conga/mycompany/verification/?viewAsMember=true
X: CongaHQ
Facebook: CongaHQ
See how Composer can help you shave hours off your workday and boost productivity. Get your free demo today.
conga.com/campaign/conga-composer-demo?FY25-composer-demo
Join the Conga Customer Community today: community.conga.com/s/home
Access the Conga Sign user group: community.conga.com/s/group/0...
ABOUT OUR CHANNEL
Conga helps businesses transform commercial operations-digitizing the documents and automating the processes around pricing, quoting, and contracting-to accelerate revenue and create a better customer experience.
Check out our channel here: www.youtube.com/@CongaHQ/
Don’t forget to subscribe!
To learn more about the Conga Customer Community, check out this playlist: ua-cam.com/play/PL0fw919bWg4c5F6TuEpHFqjS_dYQ4pY2G.html
FIND US AT
www.conga.com/
FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
LinkedIn: www.linkedin.com/company/conga/mycompany/verification/?viewAsMember=true
X: CongaHQ
Facebook: CongaHQ
Переглядів: 132
Відео
Utilize the Community to Resolve Common Composer Errors
Переглядів 25321 день тому
This video demonstrates how to utilize the Conga Customer Community to troubleshoot the top 4 Composer questions the Tech Support sees. In this video you'll explore how to resolve Error code: 1013 and Error code: 9999 and pick up two troubleshooting tips for template related issues (e.g. the operation was cancelled) Join the Conga Customer Community today: community.conga.com/s/home Access the ...
Composer Advanced Features - Conga
Переглядів 288Місяць тому
Watch this short video to learn more about Composer Advanced Features and walk through a sample build from start to finish. Join the Conga Customer Community today: community.conga.com/s/home Access the Conga Sign user group: community.conga.com/s/group/0... ABOUT OUR CHANNEL Conga helps businesses transform commercial operations-digitizing the documents and automating the processes around pric...
Webinar - Banking Master Class 2 - Driving Innovation Through AI-Powered Operation Workflows - Conga
Переглядів 67Місяць тому
AI is reshaping the financial landscape and banking experiences. In this insightful webinar, our expert panel from AWS, Cognizant, and Conga discussed how to leverage AI to get ahead of the competition and translate these implementations into improved customer satisfaction. The panel covered key topics such as enhancing document generation accuracy, automating workflows, and using AI for smarte...
Master the Basics: Creating CLM Templates with XAC - Conga
Переглядів 2342 місяці тому
Follow along for a guide through the fundamental steps of creating templates using XAC. This tutorial is perfect for beginners eager to harness the power of this versatile tool. Start your journey towards XAC proficiency today! Join the Conga Customer Community today: community.conga.com/s/home Access the Conga Sign user group: community.conga.com/s/group/0... ABOUT OUR CHANNEL Conga helps busi...
Business Impact | DLS Saves Hundreds of Hours With Conga's Document Generation & Sign | Conga
Переглядів 2,1 тис.2 місяці тому
Looking to save time and money? Diplomatic Language Services (DLS), a major provider of foreign language services to government and private sectors, experienced a 70% productivity boost after implementing Conga Composer, Conga Sign, and Conga Grid within Salesforce. The integration streamlined DLS’s contract and document management processes, saving 15-30 minutes per record and significantly re...
Webinar | Banking Master Class (part 1) - How to Gain a Revenue Advantage Through Automation | Conga
Переглядів 923 місяці тому
Today’s banking industry is highly competitive. Online startups and digital-native banks present a true challenge to once-dominant traditional institutions, and customer expectations of speed and access continue to evolve. Banks and credit unions must be innovative and progressive to stay relevant in the digital age of banking-so it’s more important than ever to adopt automation capabilities th...
Mastering Conga Contracts Search Queries - Conga
Переглядів 2813 місяці тому
In this video, we’ll guide you through using search queries to efficiently find specific information related to companies, contracts, and projects in Conga Contracts. Join the Conga Customer Community today: community.conga.com/s/home Access the Conga Sign user group: community.conga.com/s/group/0... ABOUT OUR CHANNEL Conga helps businesses transform commercial operations-digitizing the documen...
How to Upgrade the Conga DocuSign API Package: A Step-by-Step Guide - Conga
Переглядів 1703 місяці тому
Learn how to seamlessly upgrade your Conga DocuSign API Package in this comprehensive tutorial. We'll walk you through each step, ensuring a smooth transition and enhanced functionality. Perfect for administrators and developers looking to stay up-to-date with the latest features. Join the Conga Customer Community today: community.conga.com/s/home Access the Conga Sign user group: community.con...
Streamline Your Excel Workflow: Installing X-Author by Conga Tutorial
Переглядів 2993 місяці тому
Discover the step-by-step process of installing X-Author by Conga for Excel in this comprehensive tutorial. Whether you're a beginner or looking to enhance your productivity, this video provides clear instructions to seamlessly integrate X-Author into your workflow. Unlock the full potential of Excel with this essential installation guide. Join the Conga Customer Community today: community.cong...
Mastering Salesforce Contracts: Navigating the Clause Library Like a Pro - Conga
Переглядів 2303 місяці тому
Dive into expert strategies for maximizing Salesforce's clause library's potential. Learn essential best practices and insider tips to streamline your contract management process effectively. Whether you're a beginner or an experienced user, this video is your key to unlocking Salesforce's clause library's full power. Join the Conga Customer Community today: community.conga.com/s/home Access th...
Understanding Contract Responsibilities in Conga Contracts: A Complete Walkthrough
Переглядів 1584 місяці тому
Dive deep into the realm of Contract Responsibilities within Conga Contracts with our comprehensive guide. Gain a thorough understanding of how to manage and allocate contract responsibilities effectively, ensuring smooth collaboration and accountability throughout the contract lifecycle. Whether you're new to Conga Contracts or looking to optimize your workflow, this video provides essential i...
Mastering Conga Contracts Roles and Permissions: A Complete Guide
Переглядів 1344 місяці тому
Unlock the full potential of Conga Contracts with our comprehensive exploration of Roles and Permissions. From understanding user roles to configuring granular permissions, this video provides invaluable insights to empower you in managing access and ensuring security within your Conga Contracts environment. Whether you're a novice or a seasoned user, this guide will help you navigate through t...
Unveiling Conga Contracts System Settings: A Comprehensive Guide
Переглядів 1344 місяці тому
Dive into the heart of Conga Contracts as we explore its intricate System Settings in this in-depth tutorial. Gain valuable insights and tips on configuring and optimizing your Conga Contracts setup to streamline your workflow and enhance productivity. Whether you're a newcomer or a seasoned user, this video will equip you with the knowledge you need to maximize the potential of Conga Contracts...
How to Navigate the Conga Developer Portal
Переглядів 884 місяці тому
How to Navigate the Conga Developer Portal
Enhanced Approvals & UI Updates: What's New in Conga Platform
Переглядів 2024 місяці тому
Enhanced Approvals & UI Updates: What's New in Conga Platform
Optimizing Contract Management: Marking Fields with XAC in Conga CLM
Переглядів 2464 місяці тому
Optimizing Contract Management: Marking Fields with XAC in Conga CLM
Accelerate Your Sales Cloud Success: MSA Quickstart Guide
Переглядів 1074 місяці тому
Accelerate Your Sales Cloud Success: MSA Quickstart Guide
#shorts Streamline Your Proposal Process with Conga Composer
Переглядів 305 місяців тому
#shorts Streamline Your Proposal Process with Conga Composer
Unlocking Seamless Upgrades: Installing & Harnessing the Power of the Conga Upgrade Package
Переглядів 2835 місяців тому
Unlocking Seamless Upgrades: Installing & Harnessing the Power of the Conga Upgrade Package
Mastering Conga Composer Templates: Updating Your Solutions with Ease
Переглядів 5345 місяців тому
Mastering Conga Composer Templates: Updating Your Solutions with Ease
Step-by-Step Guide: Building Your Conga Composer Solution with Guided Setup
Переглядів 1,3 тис.5 місяців тому
Step-by-Step Guide: Building Your Conga Composer Solution with Guided Setup
Unlock More Value with Conga Sign: Affordable, Feature-Rich eSignature Software
Переглядів 13 тис.7 місяців тому
Unlock More Value with Conga Sign: Affordable, Feature-Rich eSignature Software
#Shorts Boost Efficiency with the New Conga Composer Skipfonts Parameter for Faster PDF Conversions!
Переглядів 837 місяців тому
#Shorts Boost Efficiency with the New Conga Composer Skipfonts Parameter for Faster PDF Conversions!
Unlocking the Game: Exploring CLM and Sports Contracts with Rugby Icon Toby Flood
Переглядів 757 місяців тому
Unlocking the Game: Exploring CLM and Sports Contracts with Rugby Icon Toby Flood
How to log into the Conga Revenue Lifecycle Management Cloud
Переглядів 1797 місяців тому
How to log into the Conga Revenue Lifecycle Management Cloud
Conga Sign for Salesforce: Sending Documents and Viewing Transactions Tutorial
Переглядів 7347 місяців тому
Conga Sign for Salesforce: Sending Documents and Viewing Transactions Tutorial
How to install Conga Sign for Salesforce
Переглядів 2107 місяців тому
How to install Conga Sign for Salesforce
Connect your Conga Sign instance to Salesforce
Переглядів 4897 місяців тому
Connect your Conga Sign instance to Salesforce
Can we have a video on conga email automation as well
can we use if conditon on ppt by using conga?
what about a secondary contact? I have a "Contact 2" lookup field associated with all Service Cases. That lookup field seems to pull all info about that second contact just fine on the record page, just like the primary contact, but when I try to include that 2nd contact ID as an "additional to" in my Conga Solutions guide under Email > Add Recipients, it doesn't seem to process correctly when pressing the button and generating the email. Only the primary contact works and their email shows up just fine. For the 2nd contact, I'm getting this ID/value instead of an actual email address: "003F000001CuTfi"........ what am I doing wrong here? They're both lookup fields for Service Cases.
Nice demo on conga composer. Very useful. Thanks a lot 😊
Glad it was helpful!
very. helpful, Thanks
Thank you so much for such a valuable information 😊
Oh, nice to see legacy conga Composer product
how to compare date field to a pv (with date) it says date can't be compared to a string
Can you list a link as to how you can add images to and image merge fields into email templates.
Hi, Can you guide me, As Opportunity detailed Dataset is not populating in CPQ Quote template builder though it is having a lookup relationship with Opportunity?
Hi, How generated contract from conga composer is automatically uploading files into the Adobe agreements (Into the Add files or Upload files) list?.
What I need to make to work it?
hello, i am getting to the final part in the template builder and can see the new data but it is being created as: TABLESTART and TABLEEND ... any tips
Very useful. Thank you. Pls make videos on more detailed topics like conga global resources, conga merger, how to insert one template into another etc
how we can redirect to salesforce master record once user click on Merge and Download
Very nice session, thank you :) I am wondering how to group and sub group quote lines in salesforce CPQ. Is it possible to do this?
Hey Shelley, thanks for video, very helpful one
Can we add in conditional logic?
I need to create a PDF form where the text field will expand / collapse dependant on the amount of information entered into the field. All information entered into the field must be visible on the document and have the facility to be printed.
nice video . I have a Question ? How to add header and footer for existing document using Conga? please support us
If I have separate reports, is there a way to get more than one report on one slide? It is giving me an error.
Seriously - thank you, thank you, thank you! Took me all week to figure this out and I didn't know what I was doing wrong and this solved it all. I appreciate you!
I think the lightning version has no query and template builders and that makes the merge mapping (in word) very painful!
No, the lightning version has the similar Template Builder, and it resides within the Add Template step under the Composer DAW.
Why do we need this feature if we can generate PDF from Doc Template?
Great session.. Thank you..
Great video dude, I have only worked with Conga word templates up until now and this was an easy to follow video to get me started :)
Great demo, Ashley! Thanks so much for making this!
What is the best way to deploy Conga template to other Salesforce environment?
This is a great start...but I can't locate the rest of the series? I would like to learn more about Aggregating results, which this one mentions will be covered in later videos...
Very much helpful.Thanks for uploading.
very good info. thank you.
Hello, Really nice with this video, but if I want to show only 1 template in template list, so how can I do? eg: if I used templateId=a10O0000004GtXi, a10O0000004Gs8N It displayed two template in template list and then when I used templateId=a10O0000004GtXi it displayed a lot of template in template list. So I want it display only one template in template list. Best regards,
How did pv0 get merged into the query from the button? I didn't see it in the formula....?
I have the same question
Hi, it is possible to merge data (contactdata like name, adress etc) from a webform to a PDF template? This template also should have the possibility to add an autograph... Hope you can help and thanks in advance.
low voice. :-(
Can you do any of this without having Acrobat? for example using Preview?
Very useful information to get started with such a powerful tool. Thank you Ashley!
I am listening and seeing a lot of stuff coming from the company I'm here to sign the agreements.
Can you be more specific? It will work with type Acroform but won't work with type XFA?
***** Many thanks
This does not show how you can insert an image other than your signature. I need to be able to take photos from an opportunity and put it in a conga template
Steve Bianchi depending on how the images are stored on the opportunity record, we should be able to include the images in your conga document. There are a few different methods to merging images. Please submit a case or give us a call and we would be glad to assist. www.congasphere.com/support.htm
can you convert a Live Cycle Template to a useable format?
csteddy Unfortunately Adobe LiveCycle PDFs are not supported because LiveCycle modifies merge field names. Please let us know if we can assist with anything further.
do you have this for release 8?
It was great co-hosting the webinar with your team. Laura and Chris - great job!
That was an energized presentation... I might now go sleep on the train tracks... -J
this is really blurry