Conga Composer

Our primary use case with Conga Composer is to create brand documents and after-sales agreement documents. This was a manual process earlier, consuming a lot of time for us. Still, after implementing Conga Composer, we have been able to automate the process, and our workflow has become quicker and much more efficient.

• We have been able to standardize our branding in documents to give them a more professional appearance.
• The number of manual errors is significantly reduced, thereby improving our turnaround time by 30%.
• Our overall working efficiency has improved by over 70% with the introduction of Conga Composer.

Conga CPQ, Zoho Cliq, DocuSign

We provide training and grants for gender equity advocacy. Therefore we have a need to provide acceptance emails/letters to participants that have personalized data from our Salesforce system. We use Conga Composer to create and send these acceptance letters, and also grant agreements with personalized details. We also use Conga Composer to generate word documents for our Communications team to develop leader biographies from data collected in onboarding forms. Finally, our development team uses Conga Composer to create and send custom donation acknowledgement emails and letters.

• Conga Composer saves our users time on document creation
• Conga Composer automated document creation provides greater accuracy than manual creation
• Our program managers and development professionals are more efficient at their job when using Conga Composer with Salesforce

Salesforce CMS, FormAssembly

In our organization, Conga Composer helps us complete contract clauses terms and conditions consistently with high quality and speed.

• Time saved in document creation.
• Consistency of terms reduces contract amendments.

Conga Grid

Conga CLM, Conga Grid

We use Conga Composer very lightly. We use it to generate contracts and proposals and one off invoices. Creating the proper word template has been a struggle. User interface can be a little more friendly, and finding the correct parameters to use. Also, creating a powerpoint that displays specific account info for all clients in a specific area with a specific asset or data processor would be useful, however Conga Composer does not give us what we are looking for.

• faster proposals
• easier contract creation
• less data errors

We use Conga Composer to generate Policy Declarations, Plan Administration Agreements, and custom mass emails. We are looking to start using JSON to take advantage of toggle preview.

• better Policy documents.
• Quicker delivery.
• Accurate customer data pulled directly from Salesforce.

Conga Grid, Conga Sign, Batch