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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 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.

Contracts_UserFlow_2-color_final.pngClick image to enlarge

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

Ideal Use Cases

Conga Contracts is ideal for many common sales and contract situations, such as:

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