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Streamlining Quotation and Contract Management with Conga Composer
We integrated Conga Composer with Salesforce to automate document generation, streamline workflows, and enhance contract management for a petroleum company in Dubai.
Customer
Petroleum Company
Country / Region
Dubai
Industry
Petroleum
Highlights
Seamless email integration
Automated quote and contract creation
Customizable document templates
Enhanced workflow automation
Client Requirements
Email Integration
Provide the ability to send generated documents directly via email to clients from within Salesforce.
Integration with Existing Tools
Enable the integration of Conga Composer with other document tools like DocuSign for easy contract signing and approval processes.
Automated Document Generation
Implement a solution that can automate the creation and generation of complex quotes and contracts directly from Salesforce data.
Customization of Quotes
Ensure the flexibility to customize and edit document templates to match different client needs and requirements.
Seamless Workflow
Simplify the document creation and distribution process to save time and improve accuracy.
Challenges
Manual Document Creation
The company relied on a manual document creation process, which was time-consuming and prone to human errors, especially when dealing with large-scale contracts and quotes.
Inconsistent Document Formats
Due to the manual process, document formats and content were often inconsistent, which caused delays in client approvals and internal workflows.
Disjointed Workflow
There was no streamlined integration between their document generation tool and Salesforce, causing delays in sending quotes and gathering client approvals.
Lack of Automation
Without automation, the sales and operations teams spent valuable time generating, customizing, and sending documents, reducing overall efficiency.
Solutions
Conga Composer Integration
A custom integration was implemented between Conga Composer and Salesforce.Using Salesforce data, Conga Composer templates were configured to dynamically pull in relevant fields, such as client details, product line items, and pricing information, reducing manual input and ensuring document accuracy.
Template Customization and Configuration
Custom templates were created within Conga Composer, tailored to the company’s unique requirements. Using Conga’s document generation features, the templates allowed for conditional logic, dynamic content population, and branding consistency.
Automated Document Generation Workflow
The solution leveraged Salesforce’s automation features, such as Apex triggers and Salesforce Process Builder, to automate the workflow. When an opportunity reached a particular stage, a trigger would automatically generate the required document using Conga Composer, populate it with data from related Salesforce records, and send it to the client.
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Technical Stack
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COMPANY
Our client is a prominent player in the Petroleum Industry based in Dubai, specializing in the extraction, refinement, and distribution of petroleum products.They needed a more efficient and streamlined process for generating, customizing, and sending quotes and documents.
Conclusion
The implementation of Conga Composer significantly improved the company’s document management process. By automating document generation and integrating with Salesforce and DocuSign, the solution reduced manual effort, ensured consistency, and accelerated contract approvals. This resulted in greater efficiency and improved client interactions.
Benefits
Enhanced Accuracy and Consistency
By pulling data directly from Salesforce, Conga Composer ensured that every document generated was consistent, accurate, and aligned with the company’s branding and legal standards.
Improved Workflow Management
The ability to generate, customize, and send documents directly from Salesforce allowed for better workflow management and a more streamlined process across departments.
Time-Saving Automation
The automated document generation process saved the client valuable time, reducing manual workload and increasing operational efficiency.
