Conga Product Documentation

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SalesConnect Overview

SalesConnect is an application that links Salesforce and Conga Contracts by allowing Salesforce users to create a contract request for an account or opportunity, and then submit the request to Conga Contracts for approval. Approved contract requests result in the generation of a Conga Contracts Company Profile and a Contract Profile that houses the stored document, which can then be negotiated and/or sent for electronic signature.

SalesConnect allows users to manage their contract requests and monitor the status of each request in real time. The SalesConnect Administrator can configure a Conga Contracts contract type to allow users access to the documents associated with their contract requests, including the final signed contract.