Conga Composer/S-Docs Document Generation and E-Signature QuickStart*

Completion Time
  • 2-4 weeks

  • Project Manager
  • Admin

Description and Key Benefits

Automate tedious document processes and create a consistent and personalized experience using your Salesforce data. Generate documents directly from within your Salesforce pages. Perform E-Signature directly from within your Salesforce records to store your records and simplify your business workflow. The best place to start for a Conga and S-Docs implementation.

What’s Included?
  • Documents to Objects Mapping
  • Business Process Mapping
  • Solution Design with documentation
  • Roll out strategy

  • Install App Exchange app
  • Configure document generation for up to 6 different documents.
  • User setup.
  • Configure up to 4 objects and 25 custom fields.
  • Configure object page layouts and add launch buttons.
  • Configure Users.
  • Configure launch button default parameters.
  • Configuration of document E-Signature.

Training Session
  • Training document.
  • Three complimentary 60 min remote training sessions + 1 hour admin training

Post Go-live
  • 2 weeks of post launch support – 10 hours per week

*Focusing on fast development and turnaround for common Salesforce product configurations, a QuickStart implements key Salesforce functionality for a set price and known scope of work.