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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
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
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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Videos
CLM
CLM solutions for contracting challenges
Too many sales opportunities are lost because of disjointed and delayed contract management processes. Conga CLM allows legal and sales teams to track changes, compare revisions, and securely execute contracts in a single, shared interface for greater efficiency, increased visibility, and reduced risk.
01/21/2021
2 min watch
Videos
eSignature
How to install and configure Conga Sign
Conga Sign is a secure, easy-to-use eSignature solution, built to work seamlessly with Salesforce. In this short demo video, we’ll walk you through the steps needed to install Conga Sign from AppExchange and get it up and running using the automatic configuration tool. Then we’ll show you how to create and send a document for eSignature.
01/15/2021
4 min watch
Videos
CLM
Conga Contracts product demo
Inefficient contract processes can cost your organization time, revenue, and sales opportunities.
With Conga Contracts, you can take control of the contract process with end-to-end automation to improve contract visibility, mitigate risk, accelerate sales cycles, and deliver a better customer experience.
With Conga Contracts, you can take control of the contract process with end-to-end automation to improve contract visibility, mitigate risk, accelerate sales cycles, and deliver a better customer experience.
01/19/2021
16 min watch
Videos
Document Generation
Take your document processes to the next level
You’re already benefiting from Conga Composer for your templated documents, now it’s time to optimize the delivery of those documents with Conga Batch and Conga Trigger. See how customers are automating workflows and reducing repetitive tasks to focus on what really matters.
01/15/2021
1 min watch
Videos
CLM
Boost efficiency with automated contracts
Contracts can be difficult to negotiate, hard to finalize, and time consuming. Don’t let outdated processes stand in the way of building relationships with your customers. Conga Contracts automates and standardizes the contract lifecycle to increase speed, lower risk, and ensure compliance.
01/15/2021
2 min watch
Videos
Document Generation
Creating a Composer Solution (Part 3)
After you’ve gathered data from Salesforce (Part 1) and added it to your document templates (Part 2), it is time to tell Composer what to do with your documents. In this video, you will learn how to add behaviors (also called parameters) to build advanced automation into your Composer solution.
10/09/2020
9 min watch
Videos
Document Generation
Creating a Composer Solution (Part 2)
In Part 1 of this training series, you learned how to create a Composer solution and gather data from Salesforce using Conga Query Builder. In this lesson, you’ll learn how Conga Template Builder lets you automate document customization by creating merge fields in your existing Word templates.
01/19/2021
6 min watch
Videos
Document Generation
Streamline your sales processes with the click of a button
Skip the time-consuming manual tasks associated with creating and updating your sales documents. With Conga Composer, you can leverage Salesforce data directly in your digital documents for quick, easy sales cycles.
01/19/2021
6 min watch
Guides
Document Generation
Conga Composer data sheet
Managing content is not enough: the need to automate
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
10/10/2020
3 min read
Guides
Finance
X-Author for Excel data sheet
Managing content is not enough: the need to automate
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
10/10/2020
5 min read
Guides
CPQ
Conga Approvals data sheet
Managing content is not enough: the need to automate
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
10/10/2020
3 min read
Videos
Document Generation
Create, send, and track documents in a snap
Creating new documents manually and tracking them through the entire lifecycle leaves you open to mistakes and risk. Conga Composer and Conga Sign make it effortless for anyone on your team to create, send, and track error-free documents from the first iteration to the last signature.
01/15/2021
1 min watch