Get started with Conga Composer
05/02/2024
2 min read
Unleash the full power of Conga Composer with these five key steps and start creating beautiful, accurate digital documents.
In this download we’ll cover:
Planning for success: Salesforce knowledge, variable elements, and deployment strategy
How to create a template and the successful merging of data
Sending and automation including delivery methods, Conga Batch, and Conga Trigger
You’re just five steps away from document automation success. Use this easy-to-follow guide to help you create stunning templates, merge data, send, and automate your documents with ease using Conga Composer. With its compatibility with Microsoft Office, Adobe PDFs, and HTML emails, you can easily utilize your current templates as a starting point.
The guide offers comprehensive step-by-step instructions on how to seamlessly merge data, send documents securely, and automate repetitive tasks. By following these steps, you can streamline your document management process, optimize your business communications, and enhance your overall productivity to achieve a Revenue Advantage.
Need further assistance with any of these steps? Our Conga experts are here to support you.
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