Tips for Working with Objects in Conga Contracts

By: Ankita Rustagi Simple Description There are different types of agreements like Non-Disclosure Agreement (NDA), Master Service Agreement (MSA) or Statement of Work (SOW), that require frequent editing according to the client requirements. We create records of each statement of agreement in Salesforce and add them to the contract record with the client. We have the ability to edit these statements according to the requirement through redlining....

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The Greatest (Document) Generation : A Choose Your Own Adventure Story

By: Chris Coello As the wisest fool Michael Scott once said, “Real Business is done on paper.” While that quote is laughable in the world of Cloud ecosystems, the truth is that we’ve modeled nearly everything we do after the OG, paper. An updated (and less funny) version of the quote would be “Real business is done on virtual paper.”Digital document transformation is no new business trend, but old habits die hard. While the digital...

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Real Life Magic- A CLM Memoir and How Conga Changed the Game

By: Chris Coello As a former SaaS Account Manager, renewals were a big part of my job. I used to live in the“Renewal Contract bottleneck” because we had a broken CLM (Contract Lifecycle Management) system in place. Each contract was manually put together in Word and I spent a lot of time there (not to mention renewals were tracked in Excel!). Legacy customers had different terms, but nobody had the right legal language to include in the...

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