How to install x-Author for Excel?

How to install x-Author for Excel?

How does it Work?

1. Install X-Author. Double click the installer executable file which will start the installation process.
2. Connect to Salesforce from X-Author. Now that you have installed X-Author, you just need to open Excel and connect X-Author to your Salesforce org.

What is x-Author for Excel?

X-Author for Excel by Conga is a Salesforce Excel Connector which can update opportunities, assign leads, create quotes, upload data & more. Users have the power of Microsoft Office inside Salesforce. Admins drive toward 100% Salesforce adoption.

How do I install X-author in Word?

Installing X-Author Contracts

1. Double-click the ApttusInstaller_<>_.exe to display the InstallShield Wizard.
2. Click Next to start the wizard.
3. On the License Agreement screen, select I accept… and then click Next.
4. Click Install to begin the installation process.

What is X Author for Word?

X-Author for Contracts is a cloud-based Word add-in that lets you work on contracts and templates. X-Author for Contracts add-in is patented technology to help you manage and streamline the entire contract process right within Microsoft Word.

What is Apttus CPQ?

Apttus CPQ (Configure Price Quote) is the sales tool from the Apttus line of product offerings which are designed to serve the sole purpose of providing reliable and accurate quotes in real-time. This not only helps the companies to gain this information but also enables Sales teams with cross-sells.

What is contained within an Apttus template?

Apttus template is a common set of sections, clauses, text, and placeholders for terms and conditions. Templates can be merged with structured data to generate agreements or proposals. Templates are stored within an Apttus template repository, and are used to create quotes and contracts.

How much does Apttus cost?

Starting at $35 USD per user per month.

What are CPQ tools?

CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data as well as accuracy.

Which CPQ is best?

25 Best CPQ Software in 2021

1. Apttus. Ironically built on Salesforce’s force.com platform, Apttus is by far the most well-known and widely used CPQ software.
2. Salesforce CPQ.
3. IBM CPQ.
4. Infor CPQ.
5. Oracle CPQ Cloud.
6. FPX CPQ.
7. SAP Configure, Price, and Quote.
8. CallidusCloud CPQ.

How to create an X-author for an Excel app?

An X-Author for Excel application (app) is created within Microsoft Excel using X-Author Designer. The app is a combination of: A Microsoft Excel template that contains the Excel workbook layout. An XML file that contains the app-specific User Menus, Action Flows, maps, and other user-experience elements.

Where do I Find X-author for Excel ribbon?

Open Excel. In the X-Author Designer or X-Author for Excel ribbon menu, click Connect. If this is the first time you have connected to Salesforce, the Manage Connections window opens. Under the Create a new connection section and in the Name field, enter the Salesforce.com user name.

What can X-author be used for in Salesforce?

X-Author is an enhanced UI of Excel, which can be used for managing Salesforce Data.It can handle data (CRUD) for an unlimited number of objects simultaneously and the data can be spread across worksheets and in any format – lists, parent child, forms and matrices.