UnitedLex uses Conga Composer to streamline contracting process and support sales

UnitedLex is a data and professional services company delivering outcomes that create value for high-performing law firms and corporate legal departments in the areas of digital litigation, intellectual property, contracts, compliance, and legal operations.

UnitedLex was able to solve many of its contracting challenges by implementing Conga. The company was able to standardize its contracting templates and loaded them into the Conga module of CPQ. With these new standardized templates, the company was able to merge accurate data directly from Salesforce, which made quotes readily available to end users with the single click of a button. Once Conga Composer was implemented, UnitedLex brought in the DocuSign module of CPQ for a seamless experience of quote to contract all within Salesforce. DocuSign’s e-signature capabilities with Conga Composer and CPQ processes ensured a quick contracting and signature process which improved sales. In addition, UnitedLex worked with Coastal Cloud, a Salesforce consulting agency, to help it create its excel pricing templates and configure CPQ with its legal service offerings.

Considerations for customers who are looking to improve their contracting and sales process alignment: 

• When it comes to revenue operations, documents propel each stage of the process forward, influencing every team and customer interaction. Every step of revenue lifecycle management requires personal, customized documents. It’s important to use a solution that helps you by providing real-time notifications, tracking, and analytics with unparalleled speed and accuracy, which can give maximum value out of every document, every time.
• It’s important to have your data and information located all in one location. This process not only expedites data retrieval for contracting document generation, but it allows both internal and external stakeholders to rely on one source of truth to get the information they need.