Streamline your customer onboarding workflow with Document Automation

Documentation is slowing down your onboarding process

First impressions matter—especially when it comes to customer relationships. That’s why the onboarding experience is one of the most important moments in the customer journey. When onboarding is smooth and efficient, it sets the tone for future success and fosters a sense of trust. But when it’s slow or disjointed, the consequences can be significant—from customer frustration to delayed revenue or even lost business. 

One of the biggest—and most overlooked—challenges in the onboarding process is documentation. Onboarding a new customer requires numerous documents, including welcome letters, service agreements, compliance forms, implementation checklists, and more. The volume and complexity of onboarding documents can create a massive operational bottleneck. Manual creation, review cycles, approval, and delivery eat up valuable time and introduce costly errors.

These inefficiencies don’t just slow things down, they can derail the entire onboarding process. Steps get skipped. Deadlines are missed. Customers lose confidence. And behind the scenes, customer success teams are left scrambling to keep everything on track, creating compliance risks and jeopardizing revenue.  

The good news? It doesn’t have to be this way. By replacing manual onboarding workflows with intelligent document automation, businesses can accelerate onboarding, reduce risk, and deliver a faster, more consistent experience that sets the stage for a successful long-term relationship. 

What is document automation for customer onboarding? 

Document automation software is designed to streamline the creation, management, and distribution of critical business documents. It automates repetitive manual tasks like data entry and formatting by creating rules-based templates for common documents.  

How to automate onboarding documents and customer intake forms 

In the context of customer onboarding, document automation tools can be used to automatically generate essential documents, including: 

• Intake forms and new customer questionnaires
• Welcome letters/packets
• Contracts and service agreements
• ID verification
• Training and educational materials
• Implementation plans
• Compliance forms
• Feedback surveys
• And much more 

Instead of creating each document manually, onboarding automation instantly produces accurate, personalized documents by pulling data directly from your CRM, customer intake forms, or other platform of your choice.  

Document automation eliminates the repetitive, error-prone task of copying and pasting information into onboarding forms. It ensures that every document follows the correct branding and formatting, with accurate data and up-to-date language—every time.  

From CRM data to signed docs, automatically

Document automation solutions integrate with other systems you use every day—like your CRM—to instantly populate documents with critical data like: 

• Customer name
• Company name
• Region
• Contact information
• Selected products or services
• Relevant dates and terms 

With no need for manual data entry, documents are generated in real time, customized to the individual customer, and ready for review or signature in minutes. Onboarding automation eliminates the endless back-and-forth between teams—as well as delays due to missing information.  

Embedded document workflows: a smoother experience 

Modern document automation solutions don’t require customer success teams to leave the tools they already use every day. Instead, document generation is embedded directly into your onboarding platform or customer portal. From there, onboarding specialists, account managers, and account staff can create complete, ready-to-send documents with a single click. No coding required. No IT tickets to submit. Just faster onboarding with fewer handoffs and a consistent experience for everyone involved. 

Faster sign-ups. Better customer experience. 

The onboarding process is your first opportunity to deliver real value—and document automation plays a critical role in making that experience fast, smooth, and professional.  

Pre-approved templates are the foundation of automated customer onboarding. Automated templates reduce costly errors and minimize legal risk, ensuring that every document follows approved formats, branding, and language guidelines. No more outdated versions, missing fields, or manual formatting errors. This consistency improves trust and eliminates confusion for your customers.  

Automation also reduces turnaround times dramatically. Documents that once required hours—or even days—of back-and-forth between teams can now be generated, reviewed, and delivered for signature in seconds or minutes. With fewer delays, your customers feel supported—not stalled—from the moment they sign up. 

Boost self-service onboarding with automated documents 

Document automation also gives customers the power to manage their own onboarding journey through your website, app, or customer portal. Whether it’s accessing welcome packets, completing compliance forms, or reviewing service agreements, self-service onboarding means your customers receive clean, branded documents instantly—without waiting for your team to send them manually. 

This level of control makes user onboarding feel seamless and intuitive, rather than slow and scattered. Instead of bottlenecks, customers encounter a streamlined, modern experience that reflects your company’s professionalism and commitment to service. 

With document automation, onboarding isn’t just faster—it's better. 

Real results: why companies automate onboarding documents 

For many businesses, onboarding documents are among the biggest roadblocks to delivering an efficient, seamless customer experience. Automating these documents isn’t just a technical upgrade, it’s a strategic advantage. Companies that invest in document automation consistently see faster onboarding, improved compliance, and more productive teams. 

1. Reduce onboarding time by days—or even weeks 
   Manual document workflows often create serious delay in the customer onboarding process. Gathering information, formatting documents, routing them for approval, and chasing signatures all add unnecessary friction. With automation, onboarding documents are generated instantly using real-time customer data from your CRM or intake forms. What used to take hours or days can now be done in minutes—so customers get started faster and revenue is realized sooner.
2. Improve compliance with pre-approved language 
   When documents are created manually, inconsistencies and outdated language slip through—opening the door to compliance risk. Document automation ensures that every agreement, policy, and form uses the latest pre-approved template. Legal and compliance teams can be confident that no non-compliant documents are being used, while customer success teams avoid rework and delays.  
3. Free up customer success, legal, and sales to focus on value 
   Automation eliminates the need for high-value teams to spend time on low-value administrative tasks. No more formatting documents, copying data, or tracking down internal approvals. Instead, each team can focus on what they do best: delivering strategic value, strengthening customer relationships, and driving growth. 

Improve your onboarding workflow with Conga

Document automation can fundamentally transform your customer onboarding processes by improving efficiency, minimizing compliance risks, and elevating the overall experience. But only one solution can give you the flexibility, scalability, and robust capabilities of Conga’s Document Automation software. 

Conga combines two powerful tools provide a complete Document Automation solution: 

• Document generation: Conga Composer lets you merge data directly into your documents from your CRM, customer intake forms, or any platform you choose. Customizable templates make it easy to generate error-free, on-brand documents and accelerate approvals with built-in workflows.
• eSignature: Conga Sign gives you the power to deliver documents instantly, capture secure electronic signatures, and store signed documents for easy retrieval. 

Conga lets you seamlessly embed document generation and eSignature capabilities into your onboarding platform, app, or customer portal so you can: 

• Create accurate, branded onboarding documents with the click of a button
• Deliver personalized, precise onboarding communications to your customers
• Empower customers with self-service welcome packets and other onboarding documents
• Provide an unmatched onboarding experience that sets you apart from the competition 

Conga’s Document Automation solution also integrates seamlessly with your existing tech stack—including CRMs, onboarding platforms, and more—to minimize the disruption that often accompanies new technology implementation.  

Want to see Conga’s Document Automation solution in action? This demo video will show you how to achieve effortless, personalized customer onboarding with Conga.   

Ready to simplify onboarding documents? 

Document automation has the potential to revolutionize customer onboarding by streamlining one of its biggest bottlenecks: documentation. By automating the creation and management of onboarding documents, businesses can boost efficiency, accuracy, brand consistency, and compliance—all while elevating the customer experience.   

Ready to simplify your onboarding documents? This guide will help you evaluate where Conga Document Automation fits into your onboarding workflow.