Conga Composer/S-Docs Document Generation and E-Signature QuickStart*
Completion Time
Team
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
Configuration
- 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.
