Conga PartnershipDocument Generation & Reporting for Salesforce Made Easy
Conga Composer makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce by automatically populating richly-formatted templates with data from any standard or custom object. Composer enables Salesforce customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries.
Through Collabrax’s partnership with Conga, we are able to provide setup, configuration, and training services for Conga and Salesforce.
A Conga project would entail:
- Defining what data you would want to use. From any object, including custom objects.
- Determining how the results would be presented. In Word, Powerpoint, Excel, PDF, or even email.
- Configuring how the final result is delivered. To your computer, in an email, or even third party apps like Docusign.
Use Cases Include:
- Quotes – Easily create sophisticated quotes to increase sales productivity.
- Proposals – Produce professional proposals that display the right information every time.
- Invoices – Get paid faster by streamlining the delivery of invoices.
- Contracts – Create standardized contracts to close deals faster – even deliver and track via eSignature.
- Report & Charts – Unleash the power of your data with internal reports that impress executives and help run your business smarter.
Unlock more power from Salesforce by adding Conga to your process.