Conga Contracts for Salesforce

Silver
Setup Configuration & Security
Installation and activation of Conga Contracts in Production
Create and assign Conga Contracts permission set to users
1 Custom Object (Contract Agreement) with up to 5 custom fields
Configure Contracts functionality and expose buttons
Configure Salesforce Files for the use of Conga Contracts
Configure 1 standard e-mail template
Configure 1 template for the use of Contracts
1 SFDC approval with up to 2</> steps for approvers

Conga Composer

Installation and activation of Conga Composer in Production
1 Conga Composer template solution
Up to 1 Query

Conga Sign

Conga Sign installation in production
1 template embed with Conga Sign

Training

1, 15 minute pre-recorded training video of the document creation process
Gold
Setup Configuration & Security
Installation and activation of Conga Contracts in Production
Create and assign Conga Contracts permission set to users
1 Custom Object (Contract Agreement) with up to 10 custom fields
Configure Contracts functionality and expose buttons
Configure Salesforce Files for the use of Conga Contracts
Configure 1 standard e-mail template
Configure 1 template for the use of Contracts
Clauses included for 1 template with up to 30 clauses
1 SFDC approval with up to 2</> steps for approvers

Conga Composer

Installation and activation of Conga Composer in Production
1 Conga Composer template solution
Up to 1 Query

Conga Sign

Conga Sign installation in production
1 template embed with Conga Sign

Training

2, 15 minute pre-recorded training video of the document creation process & contract lifecycle process

Reports

2 custom reports
Platinum
Setup Configuration & Security
Installation and activation of Conga Contracts in Production
Create and assign Conga Contracts permission set to users
1 Custom Object (Contract Agreement) with up to 20 custom fields
Configure Contracts functionality and expose buttons
Configure Salesforce Files for the use of Conga Contracts
Configure 1 standard e-mail template
Configure 2 templates for the use of Contracts
Clauses included for 2 templates with up to 30 clauses
1 SFDC approval with up to 2</> steps for approvers

Conga Composer

Installation and activation of Conga Composer in Production
2 Conga Composer template solutions
Up to 2 Queries

Conga Sign

Conga Sign installation in production
2 templates embed with Conga Sign

Training

1, 1 hour, instructor led remote training session for the end users & 1, 15 minute, pre-recorded training video of the document creation & lifecycle process

Reports

4 custom reports
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