Conga Composer - Automate
Producing Digital Documents shouldn’t be time consuming. Even when you need to generate large amounts of documents and schedule their delivery. Conga can automate document production and delivery saving you time and increasing the accuracy of your documents. Bobby is a sales operations manager at a manufacturing company. He has been tasked with driving more revenue and better customer engagement by improving the accuracy and timeliness of sales documents. First, he finds all customers who have a renewal date approaching in the next 30 days. He will select all of these records and use Conga to create a proposal with their renewal details. Conga will utilize customer data in Salesforce to make sure that every customer sees a personalized and pixel perfect document. A copy of each of these personalized proposals is automatically placed on the customer record. Next, Bobby uses Conga to send these proposals. This allows for these renewal deals to be closed without having to manually create each document. Bobby can also schedule this solution. He simply tells Conga which customer records to include, when he needs the documents generated, and what to do with them. Are you ready for faster deals and happier customers? Automate your digital documents with Conga.
In Conga Composer Demo
How to Update Permission Sets - Winter 20 Release
As early as January 2nd 2020, Salesforce will activate a security update that will impact many of our customers. In order to avoid any disruption to your Conga Products, there are some critical updates you’ll need to make to user permissions.
Conga Composer Overview
With Composer, building fully customized, personalized documents is a breeze. Automate your document processes and cut down on—or, hey, maybe even eliminate—errors.
Getting Started with the Document Automation Wizard
Overview of Conga Composer's Document Automation Wizard
Getting Started with Conga Composer
Learn how to begin generating pixel-perfect documents from Salesforce using Conga Composer.
3 Steps to Improve Your Quote Process
Step up your quote documents with Conga Quote Generation for Salesforce CPQ and CPQ+. Here are 3 steps to improving your quote process with Conga Quote Generation.
3 steps to move from copy/paste to document generation
Copying data from Salesforce and pasting it into your quotes and proposals is cumbersome and leaves too much room for error. There’s a better way to create your business critical documents!