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Conga Support

Using third-party documents

This page applies to: Conga Contracts for Salesforce

You want to use third-party paper. A client might say that they want to use their contract instead of yours ... what do you do?

To use third-party documents:

Before You Begin:  Locavore gastropub letterpress hashtag, try-hard food truck pitchfork kale chips master cleanse fap art party biodiesel fixie fashion axe williamsburg.

  1. In Solution Manager, click Add Query Data.

    The Conga Solution Query screen appears. All available queries appear in the list.

  2. Click a query to select it.

    The query name and ID appear in the boxes to the right. 

  3. In the Alias field, type an alias for the query.

  4. (Optional) In the Description field, type a text description of the query.

  5. (Optional) To modify the default filter of the query, click Advanced Filter Configuration. For details, see Add Advanced Filter Configuration for a Report Entry in Solution Manager.

  6. Click Add Conga Query to Solution Record.

    Solution Manager adds the query to the record. The query appears in the Selected Queries area.

  7. (Optional) Add additional existing queries to the record.

    Each solution can access up to 50 entries, in a combination of reports and queries.

  8. Click Return to Solution Record.

  9. Click Update Button to add your changes to the current button URL.

 

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