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Business success through Digital Document Transformation

Digitally transforming your documents can catalyze productivity and growth, revolutionizing your business.

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Featured Content

EVENT

Conga Connect Sydney 2019

20th June, 2019 | 8:00am – 7:30pm

This is the only event covering document, contract, and sales automation best practices that will accelerate business results.

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WHITEPAPER

Artificial Intelligence for Digital Document Transformation

True AI for documents and contracts takes expertise, experience, and context, but when combined, it is a catalyst for business growth.

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CUSTOMER STORY

Hilton Worldwide

Hilton Worldwide saves 55 working days annually using Conga Composer to create trip itineraries.

USE CASE

Pipeline management

Too many sales leaders wait until the end of the month or quarter to really evaluate their pipeline health. Why? Pipeline reports take time and resources to create and act on. Not anymore!

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USE CASE

Work Orders

Simplify work order creation and delivery with Conga Composer® to ensure service fees are accurate and orders are routed to the correct individual or team. Merge data from any standard or custom object into customized work order templates, automatically email output files as part of the overall solution, and store your created documents to create permanent records.

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USE CASE

Account Plans

From key account plans for executives to account reviews with clients, Conga Composer® enables you to create complete, visually stunning account plans with a single click. Gather information from individual records or dozens of Salesforce® reports, transform data into actionable intelligence with sophisticated template formatting, and even schedule the creation of account plans with powerful batch processing.

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USE CASE

Proposals

Use Conga Composer® to create elegant proposals that automatically merge your Salesforce® data into a customized document or presentation. Draw source information from standard or custom objects and make use of flexible formatting features to create visually stunning presentations that set your business apart from the competition.

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USE CASE

Contracts

Sell faster and streamline your contract creation and management with three powerful contract-related solutions from Conga:

Conga Contracts for Salesforce Accelerate contract negotiations so you can close deals faster—all without leaving Salesforce. Gain complete control over and visibility into negotiations.

Conga Composer Generate a variety of pixel-perfect contracts with the click of a button—regardless of length, complexity, or need for rich formatting and graphs.

Conga Contracts Manage the entire contract lifecycle so that no details, renewals or billing slip through the cracks. Enforce contract language, mitigate risk and increase visibility.

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Use case

Invoices & receipts

Conga Composer® gives you the ability to automatically create invoices and receipts by merging data directly from Salesforce® into a fully-configurable Microsoft Office® template. Generate precise invoice documents in the format of your choice, then use customizable HTML emails for direct delivery to your customers for a streamlined solution. Take the automation even further with Conga Batch and Conga Trigger to email invoices and due date reminders in scheduled batches or via Salesforce workflow rules with no direct user interaction.

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USE CASE

Quotes

Easily create sophisticated, consistent and accurate quotes with Conga Composer® to increase sales efficiency. Retrieve data from standard and custom objects, use richly-formatted templates that are completely customized to your business, and predefine user choices to create a consistent quoting solution for an entire sales team. Powerful activity logging features allow you to keep a detailed record of created quotes. Even create customized HTML emails and attach your quotes for instant delivery.

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USE CASE

Reports and charts

Need to present data in a custom format or use dynamic charts or graphs? Conga Composer creates sophisticated reports and charts in a variety of configurable formats.

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USE CASE

Shipping documents

Create customized shipping documents directly from Salesforce® with the click of a button to increase the accuracy and efficiency of order fulfillment. Merge live data that’s specific to each order and take advantage of flexible delivery options to make every shipping document or packing slip a breeze.

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Business success through Digital Document Transformation

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