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Conga Support

About Conga Contracts

What is Conga Contracts?

Conga Contracts streamlines and accelerates contract negotiations so you can close deals faster — all without leaving Salesforce. With it you can send contracts directly from Salesforce, compare versions, sync data back to Salesforce, and keep a complete contract history.  

Conga Contracts:

  • Accelerates the contract negotiation process
  • Minimizes slowdowns
  • Is a cost-effective contract management solution

Built for Salesforce Lightning (but compatible with Classic), Conga Contracts allows users to track and compare document changes without the use of a heavier Contract Lifecycle Management (CLM) application. Making Salesforce your central repository also creates an audit trail with visibility and a streamlined negotiation process.

How Does It Work?

Below is the Conga Contracts end-user process.

If you use Composer to generate your document

ContractsUserFlow_Composer.png

If you use Composer to generate your document:

  1. Add clauses from the Conga Composer Clause Library.
  2. Generate the document.
  3. Send for Negotiation using Microsoft Word.
  4. Negotiate document through email using Microsoft Word.
  5. When negotiation is complete, True-Up (reconcile) data by syncing back to Salesforce.
  6. Deliver final document according to the specified delivery method (for example, eSignature).

 

If you use CPQ to generate your document

ContractsUserFlow_CPQ.png

If you use Salesforce CPQ to generate your document:

  1. Add quote terms from the Salesforce CPQ Clause Library.
  2. Generate document and Document type.
  3. Send for Negotiation using Microsoft Word.
  4. Negotiate document through email.
  5. When negotiation is complete, True-Up (reconcile) data by syncing back to Salesforce.
  6. Deliver final document according to the specified delivery method (for example, eSignature).

Ideal Use Cases

Conga Contracts is ideal for many common sales and contract situations, such as (but not limited to):

  • Quotes
  • Work Orders
  • Statements of Work
  • Non-Disclosure Agreements (NDA)
  • Master Service Agreements (MSA)
  • Terms and Conditions
  • Payment Terms
  • Service License Agreements (SLA)