Document generation use cases: proposals and invoicing & billing
Generate complete, accurate documents to fulfill any use case
Why Conga is different
The data collected and stored (even if over a variety of different CRMs) during the document generation process, can be easily pulled into the Conga Revenue Lifecycle Cloud and used for any future need within the revenue lifecycle.
Proposals
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Document creation
Sales frequently creates quotes and proposals for their prospects. They need to be able to quickly compose on-brand and accurate documents that will wow their prospects and differentiate themselves from competitors.
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Document creation
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Sales
Sales teams want to reduce manual data entry into proposals and the ability to populate data from any source. They want to accelerate deal cycles and automate sales activities at every step—from request to renewal—to increase sales productivity and improve the overall user buying experience.
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Sales operations
Sales operations teams are looking to optimize outdated processes, streamline sales operations, and increase efficiencies within all sales departments and customer-facing teams. They want to ensure that the right data, such as pricing and line items, are accurate and maximized for margin success.
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Sales
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Elimination of errors
Populate documents with data from any source to ensure completeness and accuracy and eliminate copying and pasting data into documents, which saves time to focus on revenue-generating activities.
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Brand consistency
Populate customized templates with a consistent look and feel so all communications and documents contain correct branding and messaging. Also, embed document generation on websites, applications, portals, and platforms to elevate the customer’s experience and maintain brand consistency.
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Elimination of errors
Healthcare forms and contracts
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Healthcare form creation
The healthcare industry requires a lot of paperwork to send, share, and request consent from clients and patients. These documents need to be created quickly, efficiently, and populated with accurate information.
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Healthcare form creation
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Sales
Sales teams want to reduce manual data entry for healthcare documents and populate data from any source. They want to accelerate deal cycles, and automate processes to increase sales productivity and improve the overall patient experience.
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Sales operations
Sales operations teams are looking to optimize outdated processes and increase efficiencies within all sales departments and customer-facing teams across the organization. They want to ensure that the right data, such as pricing and line items, are accurate and maximized for success.
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Sales
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Elimination of errors
Populate documents with data from any source to ensure completeness and accuracy and eliminate copying and pasting data into documents to save time and focus on revenue-generating activities.
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Reduced turnaround time
Streamline processes with an embedded document generation step into your existing internal and external workflows and save to a single source where the most up-to-date documents can be accessed.
Automatically generate healthcare documents to ensure more time is focused on patients, not paperwork.
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Elimination of errors
Invoicing and billing
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Invoices
After customers or patients provides their agreement, an invoice must be sent to collect payment on the service or product. Manual invoicing can allow for human error creating a poor customer experience and risk of inaccurate invoicing and revenue leakage.
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Invoices
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Sales operations
Sales operations teams are looking to optimize outdated processes, and ensure the right data is getting to the right people at the right time. With invoices and bills, they need to make the documents quickly and accurately so they can help their business realize revenue as soon as possible.
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Finance
When inputting data into a bill or invoice, finance departments want to make sure that the data is accurate. After all, an incorrect bill or invoice could lead to revenue leakage or lost revenue altogether.
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Sales operations
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Elimination of errors
Populate documents with data from any source to ensure completeness, accuracy, and eliminate copying and pasting data into documents to save time and focus on revenue-generating activities.
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Brand consistency
Populate customized templates with a common look and feel so all communications and documents contain correct branding and messaging. Embed document generation on websites, applications, portals, and platforms across your business' ecosystem to elevate the customer experience and maintain brand consistency.
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Elimination of errors
Hear from our customers
Now our team dedicates less time to repetitive administrative tasks and more time where it counts.
Give Conga Composer a try
Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from any source.