This task assumes Conga Contracts was installed with Contracts as the Master Object. If Conga Contracts was installed with something else as the master object, simply substitute that object for Contracts in the task below.
- From the Contract record, click Select Clause Bundle to add Managed Clauses from the Clause Library.
(Optional) Set the Sort Order of Managed Clauses. This will determine the order in which the Managed Clauses appear on your generated document.
- Generate the document using the Composer button created by your administrator.
(Optional) If more than one Salesforce File is attached to the Contract Record, use Select Primary Document to identify the primary document and populate the Primary Document ID field on the record.
- Click Send for Negotiation to send the primary document for negotiation via email.
- Fill out the form with required fields: Add a Recipient, Template, and Subject. The email must have at least one attachment.
- Click Send. The sender is automatically copied on the email.
- Negotiate via email using Microsoft Word.
All parties must reply to the same email thread and keep the filename similar to the original to ensure the negotiated versions of the document are stored and tracked in Salesforce.
If Track Changes is used in Word, the final reviewer must accept all changes prior to emailing the final, agreed-upon document. If changes are not accepted in Word, the markup will be visible in the final document. Another option is to NOT use Track Changes and instead view markup using the View Redlines functionality. This eliminates the need for the final reviewer to accept all changes in Word and instead requires users to use the Edit Latest button on the View Redlines interface.
- When negotiation is complete and the final document is saved as the latest version of the Salesforce File, you are ready to reconcile the updated fields and clauses to Salesforce using True-up™.
To do so, follow the steps below:
If the final version of a file did not make it into Salesforce via email, you can manually upload it to Salesforce Files. Be sure to add it as a new version, NOT a new file.
- From the Contract record, click View Redlines.
- Click True-Up.
- For each field you want to sync to Salesforce, click the arrow to sync the updated data to Salesforce.
- When all desired fields have been synced, click Save.
- Execute the final document using the Composer button created by your administrator.