Conga Contracts Off-Platform

Silver
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
Gold
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
Platinum
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
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