Appluent is Your Salesforce Integration and Implementation Specialist

Setup and Configuration

Create Profiles / Roles for 15 users

Create up to 3 Company Groups

Create up to 3 Contract Groups

Create up to 5 fields on the Contract Profile

Create up to 5 Profile Rules

Create up to 10 fields for 1 request Form to Assist in Entering executed contracts. Request Form will go to 1 user or group for Approval

Implement and configure e-signature (Conga Sign)

Training and Post-Implementation Support

1, 15 minute pre-recorded training video for the end users

Setup and Configuration

Create Profiles / Roles for 15 users

Create up to 3 Company Groups

Create up to 3 Contract Groups

Create up to 5 fields on the Contract Profile

Create up to 10 Profile Rules

Create up to 10 fields for 2 Request Form to Assist in executed contracts. Request Forms will go to 1 user or group for Approval

Create 1 Flow (workflow) with 4 stages and 2 steps per stage

Implement and configure e-signature (Conga Sign)

Create 2 Templates with clauses, with up to 5 merge fields and 30 clauses per template

Create 3 standard reports

Training and Post-Implementation Support

1, 2 hour remote training session for the end users

Setup and Configuration

Create Profiles / Roles for 20 users

Create up to 5 Company Groups

Create up to 5 Contract Groups

Create up to 5 fields on the Contract Profile

Create up to 20 Profile Rules

Create up to 10 fields for 3 Request Form to Assist in Entering executed contracts. Request Forms will go to 1 user or group for Approval

Create 2 Flow (workflow) with 4 stages and 2 steps per stage

Implement and configure e-signature (Conga Sign)

Create 3 Templates with clauses, with up to 5 merge fields and 30 clauses per template

Create 5 standard reports

Training and Post Implementation Support

1, 15 minute pre-recorded training video for the end users

1, 2 hour remote training session for the end users

Let’s talk about how we can help your business.