Conga Product Documentation

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Adding Presentation Variables

Users can access their Document and CRM variables from the side variable panel. Simply drag and drop or add desired variables within the slides.

Users no longer have to manually type in their variables in order to include dynamic content within their presentations. They can now access their Document and CRM variables from the side variable panel. Simply drag and drop or add desired variables within the slides.

To Add Variables

  1. Create a Presentation.
  2. Click into a slide.
  3. Open up your Variables tab.
  4. Select the desired variable that you would like to add to your slide.
  5. You can click on the “+” button and add your variable. OR, you can drag and drop your variables into your slides.