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2020-05-27

Conga Composer Customer Management: Great customer support matters

Great on-line customer support is a smooth user expertise by means of interaction with the organization and/or on the internet platform. In brief, it’s when a user does not have to message customer support at all. Simultaneously, three major indicators of modern consumer support on the internet are comfort, prompt assistance, and the ability to choose a hassle-free communication channel.

What does it mean to reach out to tremendous consumer help? We’ve identified how our customer service is quantity 1 notch in on-line document preparation.

Furthermore to, the provision of typical problems and the creation of Help Center and FAQ blocks are extra sources that help customers resolve their summons. The other point is that once you can't foresee a problem and give useful information about how to solve it, it really is much better to become proactive and inform clients about achievable business releases without having waiting for complaints.

With pdfFiller customer care, you receive all the above which makes it a customer-centric platform as opposed to a channel-centric 1.

How to switch from Conga Composer Customer Management and use pdfFiller’s technical support:

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Log in to your pdfFiller account or commence a 30-day complimentary trial.

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Check your account details and customize settings.

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Upload your document by choosing one of many ways supplied.

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Proceed with editing your form, self-sign it, and send it out for signing.

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Visit our Assistance page to get in touch with the CS group.

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Go to the Billing Assistance page and contact us instantly for those who have payment summons.

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View the Assist Center subjects to get the needed answer.

We've got customer help representatives on the internet 24 hours, 7 days a week, 365 days a year, and we’ll do our greatest to resolve all releases inside 30 minutes. Don't hesitate to attain out to our CS team anytime you'll need it.

pdfFiller is different from and not affiliated with Conga Composer. With further questions about Conga Composer products please contact Conga Composer directly.

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Unlike quite a few our competitors, we appreciate your time and want you to be as productive as you possibly can. Produce templates for the most often used documents to prevent retyping information, fill out up to 1,000 uniform documents at the same time, or extract information from forms in bulk.

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Thanks to the integrated signNow functionality, you can e-sign documents on the go, collect signatures from various people, track the signing progress of a document, set a signing order, and much more.

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We care about the security of the assets and think that storage limits shouldn't distract you from your work. That is why pdfFiller allows you to keep your documents protected within the cloud with limitless storage. On top of that, you can protect sensitive information with two-factor authentication and passwords.

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What is Conga Composer used for?

Conga Composer is a document generation tool that helps us to not only generate the document but also allow as to build and automate the documents. If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc.

How does Conga work in Salesforce?

To create a new Solution recordClick the Conga Solutions tab. Click Create New and select Conga Solution. In the Conga Solution Name field, enter a name for the solution. In the Master Object field, select a master object from the list. Click Create Record. The new solution opens in the Conga Solution screen.

How do you write a conga query?

To create a Conga QueryNavigate to the Conga Queries tab. Click New to create a new Conga Query record. Type a Name and Description. Leave the SOIL Select Statement field blank. Click Save. Click Conga Query Builder. Click an object in the list to select it as the base object of your query. Click Next. More items

How do you set up a conga composer?

You must have Conga Composer version 8.183 or higher to use the new Conga Composer Setup Menu. Required Sequence the installation is complete, navigate to the Conga Composer Setup tab. Click Authorize authorizing access to Conga Composer Setup. After authorizing, click Allow to access to Conga Composer Setup.

What does Conga Composer do?

Conga Composer makes it easy to create and deliver sophisticated documents, presentations, and reports from Salesforce by automatically populating richly formatted templates with data from any standard or custom object.

How do you use a Conga Composer?