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Salesforce optimizations
Document automation supports growth for Cooperative Finance Association
The Cooperative Finance Association’s agricultural customers aren’t start-ups with standard corporate protocols. They are second, third, and fourth generation family-owned companies who tend to do things the way they have always been done. CFA has close relationships with these customers, working with some of them for 20 or even 30 years. “Customer service is our product,” says Doug Richards, Senior Vice President and Chief Technology Officer (SVP; CTO) at CFA. “That's where we excel and that's what our reputation is built on.”
12/14/2024
1 min read
Guides
CLM
CLM RFP template
When it comes to selecting the right CLM solution, an RFP can be your best asset for making an informed decision. With hundreds of vendors in the market, knowing how to evaluate them on factors that truly matter to your business is critical.
10/31/2024
2 min read
Guides
Document automation
Document automation software features: buyer's guide for IT
Today’s IT leaders are under pressure to ensure their organizations are secure, efficient, compliant, and cost-effective—and that means having the right technology in place.
10/31/2024
10 min read
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Guides
Document automation
Batch and Trigger data sheet
10/10/2020
3 min read
Videos
CLM
CLM template administration
Outdated, manual quote processes inevitably lead to inconsistencies, errors, and disjointed workflows, taking valuable times away from sales teams and creating a frustrating customer experience.
01/19/2021
1 min watch
Videos
CLM
Streamline Quotes with Composer
Outdated, manual quote processes inevitably lead to inconsistencies, errors, and disjointed workflows, taking valuable times away from sales teams and creating a frustrating customer experience.
01/15/2021
22 min watch
Videos
CLM
Conga Contracts Lifecycle Request
When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager. The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/15/2021
1 min watch
Videos
CLM concepts and capabilities
When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager. The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/19/2021
8 min watch
Videos
CLM
Contract Negotiation Process
When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager. The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/15/2021
4 min watch
Videos
Document automation
Composer Advanced Features
When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager. The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/15/2021
7 min watch
Videos
CLM
CLM Overview
When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager. The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/19/2021
8 min watch
Videos
Submit a Contract request
When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager. The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/19/2021
2 min watch
Videos
Build a Composer solution using Solution Manager
When you need to build a new solution in Conga Composer, you’ve got several options, including Quick Starts, Document Automation Wizard, and Solution Manager. The Composer Solution Manager automates the document generation process, using a simple point-and-click interface to customize your solution.
01/16/2021
5 min watch
Videos
Salesforce optimizations
Tour of a Grid View
For advanced Conga Composer users, running the same Composer solution for numerous records at once can be tedious and time-consuming. Conga Batch works to streamline your reporting process, allowing you to automate and schedule multiple records at the volume and frequency you want.
01/19/2021
6 min watch
Videos
Document automation
Generating documents with Conga Batch
For advanced Conga Composer users, running the same Composer solution for numerous records at once can be tedious and time-consuming. Conga Batch works to streamline your reporting process, allowing you to automate and schedule multiple records at the volume and frequency you want.
10/09/2020
2 min watch