Automate Conga Composer documents with Batch and Trigger
02/20/2025
10 min watch
Conga Composer lets you leverage your Salesforce data to generate custom documents at the click of a button. With the help of two add-on solutions—Conga Batch and Conga Trigger—you can take your processes to the next level by automating document delivery.
Watch this demo video for a step-by-step introduction to Batch and Trigger. You’ll learn how these two solutions combine to reduce repetitive tasks, streamline document workflows, and boost productivity.
Related Resources
-
The Quote-to-Cash Process in 10 Steps BlogCLMThe Quote-to-Cash Process in 10 Steps
Quote-to-cash (often abbreviated as QTC or Q2C) is an important set of business processes that span the entire sales cycle. QTC involves a variety of activities and many departments across the organization—which has traditionally led to unnecessary siloes and inefficiencies.03/01/20238 min read -
The ultimate guide to order-to-cash (OTC): Everything you need to know BlogCLMThe ultimate guide to order-to-cash (OTC): Everything you need to know
Gaining new customers for your business is a big accomplishment that requires cross-functional effort by numerous teams. However, the hard work doesn’t stop when you close the deal or a customer places their initial order. In fact, that’s just the tip of the iceberg, and what comes next can be even more complex.04/01/20234 min read -
Survey report: State of Revenue Lifecycle Management transformation GuidesDocument automationSurvey report: State of Revenue Lifecycle Management transformation
Winning companies know that succeeding at Revenue Lifecycle Operations transformation is key to overall digital transformation success and a competitive advantage. See for yourself by downloading the State of Revenue Lifecycle Management transformation.08/24/202117 min read -
Grid® Report for Salesforce CRM Document Generation Analyst ReportDocument automationGrid® Report for Salesforce CRM Document Generation
Conga’s satisfaction scoreWhat’s in a satisfaction score? Beyond just a number or a ranking, it encapsulates experiences, perceptions, and feelings about Conga. To us, it means everything. It signifies how well expectations were met when customers used our product.10/14/202410 min read
