Skip to main content

#Congaforsalesforce2 人がディスカッション中

 In Conga, there is a review process where each of the reviewers will do the redlining for the agreement document. As of now the requestor will have to manually check with the reviewer whether the review is complete. Is there any way this can be automated by automatically sending updates to the requestor via email whenever there is a review made any of the reviewers?  

 

#Congaforsalesforce

1 件の回答
  1. 9月15日 7:05

     Hi @Abishekha Muthusamy

     

     Yes, this can be automated in Conga CLM. You can configure email notifications based on review/redlining activities so that the requestor is notified whenever a reviewer adds or updates comments. 

    This can typically be handled using Conga CLM workflow/approval configuration and email notifications. The exact setup would depend on how the review process and reviewer comments are configured in your CLM implementation.  

     

    Hope This Helps!!

0/9000
4 件の回答
0/9000
Salt Click が「Conga」で質問

When adding a Standard Tag (Company) merge field to a template (Word Doc) can you make that tag Read Only so the recipient cannot change it and write back to Salesforce? #Conga Composer #Conga #Conga Composer Template #Conga Email Template #Conga Sign #Congaforsalesforce

0/9000

Upstream, USA is looking for a Contracts Administrator using Conga for Salesforce. Preferably in the Boston area but may consider remote. Please see the details here. Or reach out to me if you have any questions. #congaforsalesforce #cfs

0/9000