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Document automation supports growth for Cooperative Finance Association
Customer stories
Salesforce Optimizations

Document automation supports growth for Cooperative Finance Association

The Cooperative Finance Association’s agricultural customers aren’t start-ups with standard corporate protocols. They are second, third, and fourth generation family-owned companies who tend to do things the way they have always been done. CFA has close relationships with these customers, working with some of them for 20 or even 30 years. “Customer service is our product,” says Doug Richards, Senior Vice President and Chief Technology Officer (SVP; CTO) at CFA. “That's where we excel and that's what our reputation is built on.”
12/14/2024
1 min read
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CLM RFP template
Guides
CLM

CLM RFP template

When it comes to selecting the right CLM solution, an RFP can be your best asset for making an informed decision. With hundreds of vendors in the market, knowing how to evaluate them on factors that truly matter to your business is critical.
10/31/2024
2 min read
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Document automation software features: buyer's guide for IT
Guides
Document Generation

Document automation software features: buyer's guide for IT

Today’s IT leaders are under pressure to ensure their organizations are secure, efficient, compliant, and cost-effective—and that means having the right technology in place.
10/31/2024
10 min read
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Streamline Quotes with Composer
Videos
CLM

Streamline Quotes with Composer

Outdated, manual quote processes inevitably lead to inconsistencies, errors, and disjointed workflows, taking valuable times away from sales teams and creating a frustrating customer experience.
01/15/2021
22 min watch
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Conga Contracts Lifecycle Request
Videos
CLM

Conga Contracts Lifecycle Request

When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager.  The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/15/2021
1 min watch
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Coworkers collaborating
CLM concepts and capabilities
Videos

CLM concepts and capabilities

When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager.  The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/19/2021
8 min watch
Watch now
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Contract Negotiation Process
Videos
CLM

Contract Negotiation Process

When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager.  The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/15/2021
4 min watch
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Composer Advanced Features
Videos
Document Generation

Composer Advanced Features

When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager.  The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/15/2021
7 min watch
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CLM Overview
Videos
CLM

CLM Overview

When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager.  The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/19/2021
8 min watch
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Woman typing
Submit a Contract request
Videos

Submit a Contract request

When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager.  The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/19/2021
2 min watch
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Coworkers collaborating
Build a Composer solution using Solution Manager
Videos

Build a Composer solution using Solution Manager

When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager.  The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/16/2021
5 min watch
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Tour of a Grid View
Videos
Salesforce Optimizations

Tour of a Grid View

For advanced Conga Composer users, running the same Composer solution for numerous records at once can be tedious and time-consuming.  Conga Batch works to streamline your reporting process, allowing you to automate and schedule multiple records at the volume and frequency you want.
01/19/2021
6 min watch
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Coworkers collaborating
Generating documents with Conga Batch
Videos
Document Generation

Generating documents with Conga Batch

For advanced Conga Composer users, running the same Composer solution for numerous records at once can be tedious and time-consuming.  Conga Batch works to streamline your reporting process, allowing you to automate and schedule multiple records at the volume and frequency you want.
10/09/2020
2 min watch
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Conga Contracts Total Economic Impact Report
Videos
Industry insights

Conga Contracts Total Economic Impact Report

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.
01/19/2021
1 min watch
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Woman working on tablet
Automate Conga Composer documents with Batch and Trigger
Videos
Document Generation

Automate Conga Composer documents with Batch and Trigger

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.
01/07/2021
10 min watch
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