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Conga Support

SalesConnect Overview

SalesConnect is an application that links Salesforce and Novatus by allowing Salesforce users to create a contract request for an account or opportunity, and then submit the request to Novatus for approval. Approved contract requests result in the generation of a Novatus Contract Profile that houses the stored document, which can then be negotiated and/or sent for electronic signature. An Approval Process can be configured in Salesforce such that contract requests will be pre-approved before they are submitted to Novatus for final approval.

SalesConnect allows users to manage their contract requests and monitor the status of each request in real time. The SalesConnect Administrator can configure the application to allow users access to the documents associated with their contract requests, including the final signed contract.

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