Conga Document Automation Tips & Tricks

35 min watch

Whether you're new to document automation or are using Conga Composer, Grid and/or Sign already, this practical 35-minute webinar will help you unlock even more value from your investment. This hands-on session will showcase simple yet powerful ways to optimize your document automation processes and maximize ROI. We’ll share practical tips, live demonstrations and real customer examples that you can apply straight away to simplify document generation, reduce manual effort and deliver a better user experience.

Key Takeaways: 

  • The essential Composer capabilities every organization should be using 
  • How to create more engaging documents with PowerPoint templates 
  • Admin best practices using Solution Manager and Query Builder 
  • Ways to automate document processes with Batch and Trigger 
  • Real customer success stories and the practical tips behind their results 
  • What's coming next on the Conga Document Automation roadmap 

You'll leave with practical ideas that you can implement immediately to optimize your existing processes or inspire your next document automation project.

Presented By:

Sophie Thompson

Sophie Thompson

Associate Senior Customer Success Manager @ Conga

Trevor Fitzgerald

Trevor Fitzgerald

Customer Success Engineer @ Conga

Alisa Streifler

Alisa Streifler

Senior Customer Success Manager @ Conga