What is document generation for Salesforce?
Document generation for Salesforce means you have the ability to create documents with just a few button clicks from any object. You have your choice of data source, document format, and delivery method, plus you’ll automatically store your documents in Salesforce so you can refer to them later, when you need to.
What is document workflow automation?
Document workflow automation automates many of the steps you’d normally take once you generate the documents you need. It allows you to schedule and send batches of documents, or to automatically send out a document once a certain stage is achieved or other qualification met during the process.
How can document generation and workflow automation help my organization?
Documents are key to almost every business interaction, whether internal or external. Setting up document templates to create accurate, consistent, on brand documents saves your teams time, saves your organization money, and creates greater efficiency across the board.
How does Composer integrate with the rest of the Conga product suite?
Composer integrates seamlessly with the rest of the Conga Suite. For example, you can go from document generation to eSignature without even knowing that you’ve crossed from one product into another. And all of that integration means that the data in your documents flows across business and sales cycles for optimum visibility and accuracy.
What are some examples of Composer in action?
Many organizations use Composer to generate all kinds of common business documents. These range from proposals to quotes to contracts to invoices. Reports are another common use case. Healthcare organizations generate patient forms and provider agreements; financial services firms create account documents and reviews; nonprofits generate donor letters and board reports.