Implementation Starting at $2,250
Conga Composer Quickstart Implementation
Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document.
What's Included
Setup and Configuration of App
- Install Conga App
- Update page layouts as needed
- Create buttons to launch templates from Opportunity or other object page
- Assign permission sets as needed
- Test app
- Brief training/handoff session (30 minutes budgeted)
Conga Composer Template Creation
- Create template from customer provided Word file document template
- Generate test document from Salesforce
- Adjustments / enhancements to template bases on client feedback
How Can we Help?
Let's Get Started
Important Considerations
Additional licensing fees from Conga not included
Ready to Chat?
Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.
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