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About Conga Contracts for Salesforce

This page applies to: Conga Contracts for Salesforce

What is Conga Contracts for Salesforce?

Conga Contracts for Salesforce 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 for Salesforce:

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

Built for Salesforce Lightning (but compatible with Classic), Conga Contracts for Salesforce 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 for Salesforce 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 Salesforce 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).

The above process represents the standard workflow when using Salesforce CPQ for document generation. You can use Salesforce CPQ for quoting and Conga Composer for document generation, in which case the first workflow would apply.

Ideal Use Cases

Conga Contracts for Salesforce 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)