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Conga Support

Add an Existing Conga Email Template to a Solution using Solution Manager

You can add email templates to the Conga® Template Manager from within Solution Manager.

To add a Conga email template:

Before You Begin: You must be editing a solution record.

  1. On the Conga Solutions page, click Add Conga Email Template.

  2. Select the Conga Email Template you want to add to your solution.

    You can only have one Conga Email Template per solution.

  3. (Optional) In the Description field, add a free-form text description.

  4. Click Add Conga Email Template to select the desired template and add it to the solution.

  5. (Optional) Click Save to save your solution record settings.

    Or

    If the button has been created, click Update Button to update the button URL with the current settings.