Bluewave

Make sure you are in the Opportunities Tab, and select your desired Opportunity. Ensure that the correct Service Componenets are added to the opportunity. These are the monthly charges that will be merged into the template.

Make sure you are in the Opportunities Tab, and select your desired Opportunity. Click the icon next to the buttons on the right side of the screen, and select NR Proposal from the dropdown list.

Conga will automatically merge the opportunity fields into the Proposal, and that should be reflected in the name of the automatically selected document (Opportunity Name) NR Proposal.docx

Add the first signer by either searching existing Salesforce contacts, or creating a new recipient. If you create a new recipient, this contact will not be entered into Salesforce. The second signer will autopopulate to Wayne Dietrich. Ensure these are in the correct order.

To preview the document, click “Preview and Tag” at the top right corner. Ensure that the document displays as intended, and then click “Send.” There should be no need to modify tags on the document.

Recipients will receive emails to sign the documents, and will be guided through the signing process. Sender will receive an alert when the signing is complete.