Conga Composer vs Conga Sign

• We use Conga primarily for document generation.
• An example is Generation of Proposals
• Another example is generation of quotes
• We have also used Conga to generate invoices
• At times we have used Conga to generate formal documents for Govt purposes. Essentially any type of document that is based on Salesforce data is a good use case for Conga.

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• Great integration with Salesforce.
• Easy to implement.
• Easy to train end users.

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• While it is a much easier experience than using code to arrive at a document solution, it can still get VERY technical. Beyond the click and drag style of document that you see in the demonstrations.
• When it goes wrong, finding out WHERE it has gone wrong can be maddening. There is a lot of support out there but that sometimes translates to a vast amount of options to investigate when troubleshooting.

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• It provided a consistent quote template...everyone's quotes looked like we wanted them to.
• It protected data integrity by controlling the output formats (i.e. PDF vs. Word).
• It worked seamlessly behind the scenes making it easy for the team to be self sufficient generating documents.

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• Minimized or eliminated legal issues due to unsigned contracts.
• Customer know exactly what they are getting.

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