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Need Help on Conga
Need urgent help!
The requirement is to send an email with the Congaa template to get a signature. Here is a twist, the client wants to send an email to Account's related Contacts however anyone of contact will sign the document and the transaction should end here.
We have checked with Conga support and they said there is no such feature. An email will be sent out either Parallel or sequential type and I want it as a combination like send parallel but only one signature and not all.
I am open to suggestions and this is a critical business need!
The requirement is to send an email with the Congaa template to get a signature. Here is a twist, the client wants to send an email to Account's related Contacts however anyone of contact will sign the document and the transaction should end here.
We have checked with Conga support and they said there is no such feature. An email will be sent out either Parallel or sequential type and I want it as a combination like send parallel but only one signature and not all.
I am open to suggestions and this is a critical business need!
The feature you are requesting is still in Idea face,
https://trailblazer.salesforce.com/ideaView?id=0873A0000015AbgQAE
You can vote for it so that we may see it in the fucture.
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Regards,
Salesforce Support.