X-Author for Excel

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)Conga Copilot CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Release Notes General

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)Conga Copilot CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Release Notes General

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.

X-Author for Excel

X-Author for Excel Contents

About this Guide

What's New in X-Author for Excel

Installing X-Author for Excel

Post Installation/Upgrade Tasks

Getting Started with X-Author for Excel

Using Centralized Admin

Designing Apps

Previewing Apps

Managing Apps

Using Advanced App Design

Launching an X-Author for Excel App from Salesforce

Launching an X-Author for Excel App from Microsoft Dynamics

Launching an X-Author for Excel App from Apttus Omni

X-Author for Excel Runtime Functions

Enabling and Using Favorite Filters in Queries

Configuring Presto Apps

Glossary of X-Author for Excel Terms

Conga Customer Community & Learning Center Resources

Connections

This section displays all the available connections. You can change the connection name or delete a particular connection.

Salesforce

X-Author for Excel

June 11, 2025