Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

To create a new solution collection, take the following steps:

  1. Navigate to the Collection Step of the Conga Quote Generation Document Automation Wizard.
  2. Click Create Collection.
  3. Enter a Collection Name.
  4. Enter an optional brief Description.
  5. Click the + sign next to the listed solution you want to add to your new collection.
  6. Click Save.