Conga Composer Quickstart Implementation

Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document

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

Additional licensing fees from Conga not included

Migrated Northwoods from Microsoft Dynamics CRM to Salesforce Service Cloud CRM with a custom Lightning Community as a customer portal.