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Conga Support

What's in the Contracts Package?

The following is a summary of the components included in the Conga Contracts managed package.

Buttons

  • Select Primary Document
  • Send for Negotiation
  • View Redlines
  • True-Up
  • Select Clause Bundle
  • Select Clauses

Custom Objects

  • Managed Clause
  • Managed Clause Revision
  • Clause
  • Clause Type
  • Clause Revision
  • Clause Bundle
  • Bundle Clause
  • Document Type

Page Layout (Contract Object)

  • Conga Redlining Layout

Custom Tabs

  • Conga Contracts Setup
  • Document Types
  • Clause Bundles
  • Clause Types
  • Clauses

App

  • Conga Contracts

Permission Set

  • Conga Redlining

Custom Fields (Contract Object)

  • Primary Document Id
  • Primary Document
  • Root Contract
  • Parent Contract

Reports

  • Contract Renewal Pipeline
  • Contracts by Status
  • Contracts Expiring Next Yr
  • In Process Inventory
  • Sales Contracts by Owner
  • Sales Contracts Summarized by Account

Dashboard

  • Negotiator Dashboard
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