Conga Composer for the win!

We use Conga Composer to streamline and automate the generation of complex proposals and contracts. The main business problems it addresses are the time-consuming and error-prone nature of manually creating these documents, especially when they require pulling data from multiple sources like Salesforce. Conga Composer allows us to automate this process, ensuring consistency and accuracy across our papers. The scope of our use case includes creating personalized customer proposals, generating contracts with dynamic content, and producing detailed sales reports. By integrating Conga Composer with Salesforce, we can pull real-time data, merge it into predefined templates, and generate polished documents with just a few clicks. This has significantly reduced the time spent on administrative tasks, allowing our team to focus more on strategic activities, and has improved our document creation process's overall efficiency and professionalism.

It has greatly reduced the number of manual contracts coming through the door. With the integration to Salesforce, all signed contracts are automatically stored within the opportunity.