Conga CFS PowerStart

Designed for organizations that want to deploy Conga CFS as the Contract Lifecycle Management solution within their Salesforce environment. The PowerStart™ covers basic set-up and training to get you quickly on your way.

Conga CFS PowerStart for Salesforce®

COST:  $24,000 Fixed Fee

Included Features:

  • Discovery session
  • Configuration for up to 15 Users
  • Sharing Rules for up to 5 Roles for Contact Agreements
  • Configure Repository with up to 10 Custom Fields
  • Single Legal Entity
  • Two (2) Contract Creation Templates with Clauses (40 total)
  • Email Alert Templates (2)
  • Actions Included: Send for Negotiation, View Redlines, Send with Conga Sign
  • Contracts Hub for Clauses, In Process and Completed Agreements
  • eSignature with Conga Sign
  • Contract Activation/Deactivation Automation
  • 1 Dashboard with up to 8 components & 3 Custom Reports
  • Training for Conga Admins, Contract Managers & Users (7 hours)
  • Includes four (4) additional "utility hours" (we'll make it yours)
  • Target completion within 3 to 5 weeks of discovery
Conga Gold Partner

Pre-requisites:

  • Salesforce CRM is already deployed and on Lightning Experience
  • License for NegotiatorBusiness or Enterprise edition of Conga CFS
  • Conga Sign and Contracts Hub require Enterprise edition of Conga CFS or separately purchased Conga Sign and Grid licenses
  • Templates, Clause Library and auto-generation of clauses from bundle require Business or Enterprise Edition of Conga CFS
  • Client to complete pre-discovery questionnaire
  • Client will provide MS Word template of templates to be configured including any headers/footers/logos/fonts and clause numbering

Excluded Services

Services not specifically identified above including but not limited to Core Salesforce Implementation and Training, Clause Playbook, Conga Contracts (off-platform), Data Migration, Dynamic Sections (If/Then) in templates, Single Sign-on (SSO), eSignature Write-Back, Workflows & Approvals, 3rd party eSignature (e.g., DocuSign or AdobeSign), upgrades of previously installed Conga products, and integration to 3rd party systems or solutions.

If you want any of the excluded services, need additional support or features or don't meet the pre-requisites above, we can still help. Use your included Utility Hours or Contact us to get a custom quote.

 

PowerStart™ Benefits

  • Centralized Searchable Contracts Repository
  • Reports/Alerts on Expiring Agreements
  • Agreements Generated from Templates
  • Redline, Compare Versions and Negotiate Agreements
  • eSignature Speeds Execution and Filing
  • Training Included (Conga Admin, Contracts, Train-the-Trainer)

Additional Terms

  • The implementation price does not include Conga license fees.
  • Based on features of Conga which are generally available.
  • Included features limited by features in your purchased edition of Conga solutions. 
  • Implementation and training conducted virtually by Web Conference.
  • Services are governed by our Professional Services Agreement for PowerStarts™.

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