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A buyer’s guide to choosing the right document automation solution 

No matter the industry, you’re likely wading through a constant deluge of documentation. Whether it’s physical paper, all electronic, or a mixture of both, the risk of getting lost in the stream is always present. With the push for paperless operations in the workplace, many companies rely on technology to ease the burden and cut down on tedious, repetitive tasks. By automating your key business documents, you can reduce manual work, improve data quality, and strengthen your brand.   

Health and life sciences      
Conga Composer helps health and life science companies generate forms and documents created with relevant patient information and product information at scale.  

• Example documents:      
  Patient consents, clinical trial onboarding, hospital privilege agreement, office visit summary, HIPAA release forms, discharge summary, field service reports 

Financial services      
Financial services companies rely on Conga Composer to manage their banking, investing, and insurance documents. Composer quickly generates documents with key customer information and keeps a clean audit trail throughout the entire process.  

• Example documents:      
  Fiduciary services, price fee proposal, contract, mergers & acquisitions, IPO presentations, invoices, billing 

High tech      
High tech companies use Word-based templates and Composer solution building tools to easily roll out quote and proposal templates to close and execute more deals. By automating their renewals process, they also improve communication with their customers and drive revenue.  

• Example documents:      
  Quotes, proposals, contracts, sales decks, order forms, renewal agreements, SOWs 

     
Identify problems your business can solve with document automation 

As you consider investing in a document automation solution, it’s important to define your goals and objectives. It’s not enough to simply apply automation to all your document processes, and it’s not feasible to automate every document your business uses. Some documents are used too infrequently to justify the effort and expense of automation. Others aren’t impactful enough to prioritize in your initial implementation.  

Take the time to identify your most used and most important documents—and the ones that create the most operational headaches. Find out where your teams experience document-related pain points, and where they feel time is wasted on manual document management. All of these are likely candidates for automation.  

Merge     
Merge data from standard or custom Salesforce objects or from external data sources. 

Conditional generation     
Conditionally display sections of a document, group data together, and calculate formulas according to business rules. 

Brand     
Incorporate professional, complex content such as tables, images, right text, charts, dashboards, custom fonts, watermarks, and global currencies. 

Deliver      
Deploy flexible delivery options with output files that can be downloaded locally, stored in file storage providers (Salesforce, Box, Google Drive, Amazon S3, etc.), distributed via email, and/or integrated with eSignature.  

Notifications, tracking, and history      
Receive real-time engagement notifications when a document has been viewed, including who has viewed it and for how long.   

Workflow      
Automatically log activities, create follow-up tasks, and update fields.   

Automate      
Trigger integrated solutions within your customer relationship manager (CRM) to automate documents using workflow rules.  

With Conga, your business needs come first 

As the most popular document generation app on the Salesforce AppExchange, Conga Composer allows you to automatically generate error-free, on-brand documents. With our document generation solution, you can send accurate, consistent communications directly populated with your data to elevate your brand and delight your customers.   

Unlimited document formats for unlimited use cases      
Conga Composer allows you to create the documents your company needs internally and externally. With our per-license model, admins can create as many templates as needed and users can generate as many documents as needed without additional charge per document.  

Composer handles the most complex use cases when it comes to templates, formatting, and data gathering. You can use tables, images, rich text, charts, dashboards, custom fonts, watermarks, dynamic formulas, and global currencies.  Generate documents to address any use case with multiple template formats, including .docx, .xlsx, .pptx, and .pdf files, as well as HTML emails.  
 

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Customer highlight:     
Islamic Relief Worldwide uses Conga Composer to automate donor reports, saving 161K hours annually. With Composer’s ability to support and detect multiple languages, manual translation is no longer needed, saving them time and money.  

Merge data from multiple input systems      
With Conga Composer, you can merge data from standard or custom Salesforce objects and data from external databases into your Composer templates. Take advantage of advanced data retrieval through nested queries and semi-join queries and support complex SOQL queries for powerful and efficient document generation. 

Automation capabilities to simplify processes      
Set up automation and mass document sending with just a few clicks. With Conga Composer, you can send hundreds of documents at once without any human interaction. Free up time for teams to focus on other priorities, boosting efficiency and morale. 

Customer highlight:     
Autism CRC spends 80% less time updating their documents manually now that they use Conga Composer.  

System security     
Conga is proud to be part of the Cloud Security Alliance. Our Chief Information Security Officer (CISO) and security team are dedicated to best practices in security, privacy, and compliance. These security protocols enable Conga customers to meet a multitude of compliance, data protection, and regulatory obligations from around the globe. 

Start your document automation journey today      
Document automation can change the way you do business, so it’s important to find the tool best suited for your business needs. With a 5-star rating on the Salesforce AppExchange, Conga works to maintain our high level of customer satisfaction and support.  

At Conga, we offer best-in-class capabilities that go beyond document generation. You can use Composer alongside the Conga Suite solutions, including eSignature, CLM, CPQ, approval workflows, process automation, billing, invoicing, and more.  

To see how Conga Composer can help your bottom line, get started with a free demo today.