Contracts for Salesforce - Manage
There’s no doubt: Managing your organization’s deals, contracts, and the associated data is hard work! But what if you could accomplish the same work in fewer clicks, a fraction of the time, and from a single screen? There is a quick, easy way to manage Salesforce data and get instant insights for you and your users! Reclaim your time and boost efficiency with Conga Contracts for Salesforce and Conga Grid! Take a look! Marcus is a sales operations leader responsible for making sure his reps have everything they need to be successful and hit their goals. To keep his finger on the pulse, he regularly reviews the contracts hub. This view uses the power of Conga Grid to aggregate fields from across multiple objects and lists within Salesforce. That means there’s no need to flip from page to page or open multiple tabs. All the data you care about is displayed in a single location. The contracts hub is also a great place to take action! Marcus can quickly make changes to multiple records, customize the view using sorting, grouping, and conditional formatting, and use bulk actions to motivate his team and keep their deals on track. Need to view all contracts in negotiation? Done! Contracts awaiting signature? Piece of cake! Does your legal team need to review managed clauses? Easy! View redlines? No problem! Plus, with Conga Grid, you can add grid views virtually anywhere within Contracts for Salesforce. Add a grid to your Contract Agreement layout to help reps find the details they need quickly. Build a contract hub for your legal team so they can keep an eye on the things that are important to them, without being inundated with non-pertinent information. Grid makes it easy to uncover insights and boost productivity across departments. Streamline your contract management program with Conga Contracts for Salesforce and Conga Grid!
In Most Recent
3 ways to streamline your CLM processes
As an Agent of Change within your organization you are often challenging the status quo to improve how things get done and you don't have time to waste on inefficient, risky CLM practices.
How to install and configure Conga Sign
Join us as we run through how to install Conga Sign from the Salesforce AppExchange, configure the product, and send a document for eSignature. Installation :12 Configuration :58 Send for eSignature 2:36 Resources 3:56
6 Steps to Creating a Quote Solution with Conga Quote Generation
Ready to generate quotes at lightning speed? Here are 6 steps to creating a solution with Conga Quote Generation for Salesforce CPQ and CPQ+.
Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.
How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
3 benefits of moving to eSignature
Let’s face it. Wet signatures are hard to get! To keep your business moving forward you need a new way to execute deals and agreements. Here are 3 benefits of moving to electronic signature.