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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 Company Profile and a Contract Profile that houses the stored document, which can then be negotiated and/or sent for electronic signature. 

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

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