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Conga Composer Quickstart Implementation

Conga Composer Quickstart Implementation

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

Conga Composer Implementation from $2,250

  • 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

What's Included

Additional licensing fees from Conga not included

Important Considerations

Related Success Stories

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

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