Conga Product Documentation
Contracts
Adobe Sign Services
Learn to manage the eSignature process using Adobe Sign connector.
CLM
Explore how you can standardize, streamline, and automate your contract lifecycle management process.
CLM (Contracts for Salesforce)
Streamline and accelerate contract negotiations. Send contracts directly from Salesforce, compare versions and keep a complete contract history.
Conga Contracts
Explore administrative tasks, security measures, and integrations that customize Contracts for program users.
Contract Intelligence (Standalone)
Use augmented artificial intelligence to parse and manage your contracts and supporting documents.
Contract Intelligence
Contract Intelligence is your intelligent assistant, reviewing contracts and third-party paper at the push of a button.
Conga-Dynamics 365 Connector
Learn to use the Conga-Dynamics 365 connector application to configure and schedule syncing of master and transactional data between Conga and Dynamics 365.
Conga Quote-to-Cash for Dynamics 365
Enable your sales users, partner sales, customer service representatives, and any other customers who want to manage Conga quote functionality from their Dynamics environment.
eSignature Integration with Conga Platform
Learn to integrate Conga Sign, Adobe Sign, and DocuSign with the Conga Platform to send documents for eSignature.
DocuSign Services
Learn to manage the eSignature process using DocuSign connector.
Max
Learn to converse with Max, an intelligent virtual assistant, to manage your middle-office workflows.
Online Contract Collaboration (OCC)
Explore how to share your agreement documents with your team and customers to collaborate online.
Smart Search
Smart Search enables you to search your Salesforce org to return opportunities, agreements, and documents.
X-Author for Contracts
Use the latest X-Author for Contracts features to create and maintain contracts and templates within Microsoft Word. This version has an all-new smart, intuitive User Interface that now works on both Mac OS and Windows and uses Push Upgrade technology to update to the latest version.
X-Author for Contracts 1.0 (Classic)
Create contracts and templates, maintain and streamline the entire contract lifecycle within Microsoft Word.
X-Author for Excel
Keep CRM records accurate and up-to-date by leveraging Microsoft Excel for data operations.