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  • Questions on webmerge functionalities in Salesforce?

    Posted by Sara El-Hannaoui on August 14, 2019 at 9:07 am

    Hey ,

    I am currently working on a project and i have to decide weither to choose s-docs , webmerge or conga . I know there is a large difference in the pricing but i am also thinking in term of the functionalities i want to use to create my templates .

    Here are some questions that i cannot find any answer. if someone has already worked with the tools , any help will be appreciated :

    For conga and webmerge : is there any possibility to edit the template after the merge ?

    For S-docs : Can i create a follow up task after the merge ?

    For webmerge : there is quite a lot i had issues finding my answers on the support :

    Can i send an automatic email right after the merge ?

    Can i add a condition so when the user click on the webmerge button it will only fire if certain conditions are valid ?

    And finally can i hide a whole table if its is empty so it will not display only the headers ?

    Thank you very much .

     

     

    Sara El-Hannaoui replied 4 years, 7 months ago 1 Member · 0 Replies
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