Product Documentation

AI Analyze

Use the power of advanced analytics to automate manual tasks, uncover potential risks, and improve compliance with detailed audit trails and flexible reporting options.

Approvals

Learn to setup approval processes and send approval notifications to your stakeholders.

Collaborate

Speed up the document generation process by utilizing pre-built templates to create proposals, quotes, and invoices.

Composer

Create consistent, accurate, pixel-perfect digital documents using pre-built or customized templates.

Courier

Send an unlimited number of individual, custom-defined report emails to people inside and outside of your organization.

Grid

Let your customers manage, visualize, and navigate data efficiently. View everything related to a record from a single Excel-like grid.

Invoice Generation

Let your Salesforce Billing customers customize and export invoices, quotes, and receipts.

Mix Forms

Explore how to generate documents from a vast repository of managed forms.

Orchestrate

Define and execute real-world processes end-to-end in a Salesforce environment.

Quote Generation

Let your Salesforce CPQ customers generate pixel-perfect quotes as part of their CPQ process.

Sign

Learn to manage the eSignature process using Conga Sign.