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Conga Support

Netsuite: Adding an opportunity to a document

You can connect a Netsuite opportunity to a Conga Collaborate document by following these steps:

  1. From your Conga Collaborate document, click the Properties tab in the Document Information panel.
  2. Scroll down to Netsuite Opportunity and click Search.
  3. Find the name of your Opportunity and select it.
  4. Click Assign.

If you update a Netsuite Opportunity and want your Conga Collaborate documents to reflect the changes, select Variables from your Document Information panel and click Refresh Variables.

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