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How to Automate Documentation in 2024 

12/21/2023
3 min read
Customer using Conga and Salesforce

Table of contents

    In today's fast-paced business world, efficiency is key. Manual document creation and management can be time-consuming, error-prone, and hinder productivity. That's where document automation comes in. In this blog post, we will explore the concept of document automation, its benefits, and how you can leverage Conga to automate your documentation processes effectively. 

      

    What is Document Automation? 

    Document automation is the process of using technology to streamline and simplify the creation, management, and distribution of documents. It involves automating repetitive tasks, such as generating documents from templates, populating data fields, and integrating e-signature capabilities. 

      

    How Does Automated Documentation Work? 

    Automated documentation relies on advanced software solutions that enable organizations to create and manage documents efficiently. Here are some key components of automated documentation: 

    • Document Generation, Templates & Proposals: Document generation tools, like Conga Composer, allow you to create dynamic templates that can be populated with data from various sources, such as CRM systems. These templates ensure consistency and accuracy across all your documents, saving time and reducing errors. 
    • e-Signature: With the integration of e-Signature capabilities, you can electronically sign and send documents for signature, eliminating the need for manual printing, signing, and scanning. This speeds up the signing process and improves overall document turnaround time. 

      

    Automated Documentation Examples 

    Automated documentation can be applied to various use cases across industries. Some common examples of documentation generation use cases include: 

    • Sales Proposals: Generate professional and personalized sales proposals using predefined templates and data from your CRM system. 
    • Contracts: Streamline contract creation and management by automatically populating contract templates with relevant data, ensuring accuracy and consistency. 
    • HR Documents: Automate the creation of employee onboarding documents, offer letters, and performance reviews, reducing administrative overhead. 

    Access a list of pre-built templates with custom queries in our Templates Hub. 

      

    How to Automate Documentation in 6 Steps: 

    To automate your documentation processes effectively, follow these steps: 

    1. Identify Document Automation Needs: Assess your current documentation processes and identify areas that can benefit from automation. 

    2. Choose the Right Automation Tools: Research and select a document automation solution that aligns with your organization's needs and integrates seamlessly with your existing systems. 

    3. Define Templates and Workflows: Create document templates and define workflows that reflect your desired automation processes. 

    4. Integrate Data Sources: Connect your document automation tool with relevant data sources, such as CRM systems or databases, to populate templates with accurate information. 

    5. Implement E-Signature Capabilities: Integrate e-signature capabilities into your automated documentation workflows to streamline the signing process. 

    6. Train and Educate Users: Provide training and resources to your team to ensure they understand how to use the automated documentation tools effectively. 

      

    Automated Documentation Tools 

    A pharmaceutical company faced challenges in our patient support program. That lacked efficient document generation tools, resulting in time-consuming and error-prone processes. Mailing patient communications was also a manual task. Additionally, updating the patient support database annually required hiring temporary workers. 

    To address these challenges, they implemented Conga Composer, seamlessly integrating it with our Salesforce CRM system. This allowed them to streamline document operations and generate personalized patient documents easily. 

    Today, the patient support team uses Conga Composer daily to generate dynamic documents tailored to each patient's therapy and benefit terms. With a single click, they can generate a complete set of documents, saving time and effort. 

    Implementing Conga Composer has reduced the seasonal hiring of temporary staff by 70% and simplified end-of-year activities. It has also improved the user experience for agents, allowing them to generate accurate documents automatically from Salesforce. 

    Conga Composer has transformed our patient support program, providing efficient and personalized support while saving time, reducing costs, and improving productivity. 
      

    Explore how Conga Composer can revolutionize document automation in your industry. Whether you're in Financial Services, Healthcare, Legal, or Human Resources, our solution is tailored to meet your specific document automation needs.  

    Conga Composer's versatility extends to Legal, where it streamlines contract creation and review processes, ensuring consistency and reducing legal risks. Additionally, in Human Resources, it simplifies the creation of onboarding documents, performance appraisals, and employment contracts, easing administrative burdens. 

      

    How to Automate Documentation with Conga 

    Conga Composer is an ideal solution for automating your documentation processes. With its seamless integration with Salesforce and other systems, you can generate documents, proposals, and contracts with ease. Conga Composer provides a wide range of features, including document templates, data merging, and e-signature capabilities, allowing you to streamline your documentation workflows. 

      

    Automating your documentation processes can significantly enhance productivity, reduce errors, and improve overall efficiency. By leveraging Conga Composer and other document automation tools, you can streamline your workflows, generate accurate and consistent documents, and accelerate your business processes. Embrace the power of automated documentation in 2024 and experience the transformative impact it can have on your organization. 

    Ready to automate your documentation processes? Visit our website and discover how Conga Composer can revolutionize your documentation workflows. Streamline your processes, save time, and improve accuracy with Conga Composer. Get started today! 

      

    References: 

     

    - [Conga Composer Template Library](https://documentation.conga.com/composer/latest/salesforce/conga-template-library-for-composer-release-8-231214432.html) 

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