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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Conga Grid Actions

Send Email

Use the Send Email action to send emails directly from Conga Grid.

  1. Select one or more records that contain an email address.
  2. Right-click on the selected records and choose one of the following options:
    • From Template: A new Salesforce window opens where you can send an email, select an email template, and attach a file to the email.
    • Compose (Default): Your default email program opens. Enter message and click Send.
    • Compose: The Salesforce New Email window opens Enter message and click Send.
    • Batch: In the Batch Send Email prompt, select a template, name it, and click OK. Batch Email utilizes Salesforce Mass email and only works with Leads, Contacts, and Users.

You can send as many emails as your Salesforce API limit allows.

User Guide
Salesforce
Grid

August 6, 2025