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 Most Recent
Reports, Queries, and the Template Builder (4 of 6)
Learn how to source data from Salesforce with Report or Query data, and how to use that data for templates through the Template Builder.
The Composer Button UI (2 of 6)
A breakdown of key components within the Composer User Interface (UI).
Parameters and Summary (6 of 6)
Learn how to enforce rules, make behavior changes, or create integrations with other products through Parameters, and gain insights into the building process as a whole.
Contracts for Salesforce - Manage
There’s no doubt: Managing your organization’s deals, contracts, and the associated data is hard work! But what if you could accomplish the same work in fewer clicks, a fraction of the time, and from a single screen?
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.
Templates and Email Templates (5 of 6)
Learn how to create templates and email template records, and add them to a Solution.