The SalesConnect feature provides a link between Conga Contracts and Salesforce CRM (Customer Relationship Management). This link allows Salesforce users to request a contract when a deal has been reached with a new customer, or with an existing customer that is renewing a contract. Salesforce users make a contract request in Salesforce and then submit it to Conga Contracts for approval.
In Salesforce CRM, a potential deal (or prospect) is classified as an Opportunity, and a customer is classified as an Account. When a prospect or customer is interested in signing (or renewing) a contract, the salesperson creates a Conga Contracts contract request in Salesforce and attaches a draft or final version of the contract to the request. The salesperson then submits the request to Conga Contracts for review and approval, while monitoring the status of the request in Salesforce.
In Conga Contracts, the individual who approves a contract request is responsible for creating both the Company Profile (if the contract is for a new company) and the Contract Profile. After creating the Contract Profile, the document that was submitted with the contract request is automatically uploaded to the Documents section of the profile. The uploaded contract is not only available in Conga Contracts, but it is also available to salespeople in the Salesforce application.
The document submitted with a contract request may need to be negotiated using workflows or flows, or may be ready for eSignature. See the Conga Contracts User Guide for information on flows, workflows, and the eSignature process.
The individual who is configuring the integration between Conga Contracts and Salesforce must have Administrator permissions in both Conga Contracts and Salesforce. The Salesforce users who will be making Conga Contracts contract requests must be granted permissions to Conga Contracts in the Salesforce application. However, depending on the package that is purchased, the Salesforce user may already have been granted Conga Contracts permissions.
Installation and Integration Steps
There are several steps in installing and configuring SalesConnect in order to integrate Conga Contracts and Salesforce:
Custom Salesforce Page Layouts
Salesforce Administrators for Conga Contracts can add fields and lists to the default page layouts in Salesforce to capture additional data needed for the contract request process.