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Conga Support

Tier 1 Functions

Conga Composer

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Merging data into templates
  • Launching a Composer solution
    • Run-time user interface is available
  • Retrieving Salesforce data
  • Accessing Template Builder or View Data Workbook to create merge fields
  • Accessing Solution Manager and Document Automation Wizard
  • Composer merge via API

For Composer Automation with Conga Trigger and Conga Batch:

  • Completed merges through the Trigger endpoint (specific to Conga Trigger add-on)
  • Completed merges through the Batch endpoint (specific to Conga Batch add-on)
    • Scheduled or manual Batch runs

Conga Collaborate

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Creating, editing and receiving documents from the Collaborate web application or from the API.
  • Launching documents from within supported third-party systems.
  • Retrieving data from supported third-party systems.
  • Creating and editing document templates from the Collaborate web application or from the API.
  • Integrating with supported third-party eSignature and form providers.
  • Retrieving stored documents from the Collaborate repository.

Conga Sign

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Signer can initiate and complete a signing session
  • Creating and sending a Conga Sign transaction for signature
  • Updating Conga Sign Audit Trail with creating, viewing, signing, and completing activities
  • Sending a completed Conga Sign document

Conga Grid

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Creating, changing and saving a grid view
  • Editing and saving data in a grid
  • Adding or removing a related field to a grid
  • Adding a record in-line from a grid

Conga Contracts for Salesforce

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Sending for negotiation using Conga Contracts for Salesforce
  • Accessing the run-time user interface via the View Redlines button
    • Saving data using True-Up
    • Compare document revisions
    • Open in Word
    • Negotiate with Composer-generated documents
  • Selecting and managing Clause Bundles through the standard interface

For customers using Conga's integrated CLM systems:

  • Syncing files between Conga Contracts and Conga Contracts for Salesforce
  • Syncing supported data between Conga Contracts and Conga Contracts for Salesforce

Conga Contracts

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Creating, editing, viewing and searching standard field information in the repository
  • Uploading files
  • Contract creation
  • Requesting a contract in the Conga Contracts application
  • Contract request approvals in the Conga Contracts application
  • Taking action on flows within the Conga Contracts application
  • Display contract status
  • Sending contracts for negotiation
  • Sending and receiving messages from Company and Contracts profiles
  • Running reports
  • Using document compare on native files
  • Administrator access to lists, additional forms, users and roles, Contract types, Contract flows, system settings, and global messaging

For customers using Conga's integrated CLM systems:

  • Syncing files between Conga Contracts and Conga Contracts for Salesforce
  • Syncing supported data between Conga Contracts and Conga Contracts for Salesforce

Conga Orchestrate

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Running a process or generating a step based on a matching definition
  • Making changes to an active definition
  • Ability of the process engine to execute valid process definitions
  • Ability to visualize processes on the process visual screen

Conga Courier

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Selecting recipients
  • Selecting, scheduling and delivering a report

Conga Mail Merge

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Selecting template
  • Selecting report
  • Generating letter output
  • Downloading letter output

Conga Invoice Generation for Salesforce Billing

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Merging Salesforce data into templates
  • Launching a Conga Invoice Generation for Salesforce Billing solution
  • Retrieving Salesforce data
  • Accessing Template Builder to create merge fields
  • Completed merges through the Conga Trigger endpoint
  • Completed merges through the Conga Batch endpoint

Conga Quote Generation for Salesforce CPQ and Conga Quote Generation for Salesforce CPQ+

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Merging Salesforce data into templates
  • Launching a Conga Quote Generation for Salesforce CPQ solution
  • Retrieving Salesforce data
  • Accessing Document Automation Wizard to create Conga Quote Generation for Salesforce CPQ solutions
  • Accessing Template Builder to create merge fields

Conga AI Analyze

SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions.

  • Accessing the login page
  • Adding a user
  • Uploading a doc. or .docx document
  • Creating a Blueprint
  • Selecting a Blueprint on the homepage
  • Viewing results on the Contract Analyzer screen
  • Downloading results
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