March 2020 Release Guide

The March 2020 Preview Period Release Guide

Conga release schedule occurs four times a year. This document is provided for planning purposes and the contents of the final release package is subject to change at Conga’s discretion. Whenever possible, Conga endeavors to communicate key changes to the application prior to the major product releases.

Overview

The Conga March ‘20 release delivers innovative new product features to help our customers manage documents and contracts to accelerate business.

  • Key Release Dates

    • February 4th, 2020: Feature preview begins

    • March 3rd, 2020: All customers receive feature updates

Note: The features customers receive are based on their current package of Conga products; sandbox preview is not available for all products. We do not expect downtime during the features rollout.

Engaging Documents

Create, track, and manage on-brand documents automatically with Conga Composer.

  • Updated Setup Menu - Increases ease of set up, administration, and app maintenance for administrators.

  • Composer Advanced Features

    • Document notifications - Receive email notifications and immediate insight to accelerate sales cycles and business processes (requires updated order form).
    • Document tracking & reporting - Accelerate deal opportunities with better pipeline engagement for consistent, recurring prospect and customer conversations (requires updated order form).
    • Send via link - Attachment sizes for outbound/inbound emails are no longer a concern, as Composer maximum file size of 40MB can now easily be delivered via unique URL (requires updated order form).

Effortless Sign

From installation to signing in less than five minutes, Conga Sign is the built-for-Salesforce provider that makes it simple to configure a data-driven eSignature solution.

  • SMS Authentication - Have greater confidence in the identity of your signer with a one-time password delivered via SMS. An automated solution that is tracked in your transaction’s Audit Trail, SMS Authentication meets your identity assurance preferences and legal requirements.

  • Update to Begin Signing Flow - You asked and we listened! A new message to begin your customer's signing experience and reduce confusion at which point the document is actually signed.

  • Sender Language - Conga Sign makes it easier to do business globally, with in-Salesforce user instructions in seven new languages.

  • Multiple In-Person Signers - Close contracts faster on-site or at events with customer and counter signers able to sign with multiple in-person signers. Please note: This feature will not be available in sandboxes; it will be in production with other features on March 3, 2020.

Intelligent Contracts

Conga Contracts is your true end-to-end CLM solution for contract drafting, approval, and reporting.

  • AI Integration - Coming soon! Harness the power of AI Analyze right from within Conga Contracts — quickly find key terms, migrate legacy contracts into the system, and analyze 3rd party paper with ease.

Conga Contracts for Salesforce is your sales team’s solution for contract management.

  • Clause Library - With all of your clause elements in the new Clause Library, you can enjoy all clause related activity in one centralized place for increased visibility, configuration and control.

  • Recursive Merge - You asked and we delivered! Upon creating a contract, we’ve added the ability to automate Recursive Merge Sync updating all merge fields to the related data so a contract can be reviewed and sent to a client more efficiently.

AI Analyze provides actionable insights into risks, obligations and milestones.

  • Analysis Queue - Gain complete visibility into analysis results at the time that works for you.

Insights

With an Excel-like feel, Conga Grid makes it simple to manage and monitor your Salesforce data across record and object types to increase adoption, productivity, and accuracy.

  • Grid Graphs - Easily create and see relevant visualizations of your Salesforce data in your Grid Graph’s 10 new and exportable chart types.

The digital process automation tool built for Salesforce, focus on the business instead of the work with automated and long-running task and approval processes in Conga Orchestrate’s no-code environment.

  • Checklist Step Type - Improve your outcomes and reduce errors with an easy-to-read Salesforce-centric checklist delivered to your team member at the time the task needs to be completed

Where to Learn More

  • Sign up to receive Conga product release emails.

  • Review the Release Notes for a more detailed overview of the latest features, new enhancements, and resolved issues.

  • Watch videos that highlight what’s new across the portfolio.

How and When Do Features Become Available

Important: Conga may choose to release new features into sandbox environments for a preview period prior to the release. Not all features are made available to customers when a feature goes live. Some features require direct action by administrators before the feature is available to use in your production environment.
  • January 28, 2020 - Save-the-dates notice provided for customers

  • February 4, 2020 - Sandbox preview access begins for customers (based on product package - not available for all customers)

  • February 18, 2020 - Videos that highlight what’s new across the portfolio

  • March 3, 2020 - All March product features available

Note: Some products and features are supported only in certain purchased products and plans. Your account might not support some options described in this Release Guide. For more information about your current product package contact your Conga representative .