What is document automation and why does it matter for sales teams?

Document automation uses software to generate business documents like quotes, proposals, and contracts automatically, pulling from approved templates and connected data instead of manual creation. It matters because sales reps lose so much time to repetitive, manual document work. The average sales rep spends only 33% of their day actually selling. Automating that busywork reduces manual effort, boosts efficiency, and frees reps to focus on customers and closing.

How does document automation improve sales performance?

By removing the manual, repetitive tasks that slow deals down. When reps aren’t spending their time building quotes, proposals, and contracts by hand, they can move faster and spend more of the day selling. The result is better deal velocity, higher sales team efficiency, and a more nimble, productive, and profitable sales organization overall.

Which documents should sales teams automate first?

This guide covers the 7 critical documents worth automating for the greatest business impact, the ones your team uses every day, like quotes, proposals, and contracts. The goal is to target the high-frequency, high-impact documents that most directly affect deal velocity and sales performance, so automation pays off quickly rather than being applied piecemeal.

How does document automation improve the customer experience?

Manual document creation is slow and error-prone, which shows up on the customer’s side as delays and inconsistencies. Automation delivers accurate, on-brand documents faster, so buyers get a smoother, more professional experience at every step. That speed and consistency build trust and keep deals moving.

How can Conga help with document automation?

This guide outlines the 7 documents you should automate for the greatest business impact and shows how Conga can help you do it, with actionable steps and key considerations for automating the documents your team relies on every day. The focus is practical: which documents to prioritize, what to weigh before automating them, and how to turn your sales organization into a more nimble, productive, and profitable engine.

Checklist: 7 Essential Documents to Automate

06/23/2026

3 min read

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In This Download, We'll Cover:

Why document automation is essential for success in today’s business landscape

The seven critical documents you must automate to improve deal velocity and sales performance

Actionable steps and key considerations for automating the documents your team uses every day

Today’s sales teams waste precious time and resources on repetitive, manual tasks when preparing quotes, proposals, and contracts. In fact, the average sales rep spends only 33% of their time each day actually selling.

Document automation tools are essential to reduce manual work, increase sales team efficiency, and deliver an exceptional customer experience. This guide outlines the seven documents you should automate for the greatest business impact—and how Conga can help.

Frequently Asked Questions

What is document automation and why does it matter for sales teams?

Document automation uses software to generate business documents like quotes, proposals, and contracts automatically, pulling from approved templates and connected data instead of manual creation. It matters because sales reps lose so much time to repetitive, manual document work. The average sales rep spends only 33% of their day actually selling. Automating that busywork reduces manual effort, boosts efficiency, and frees reps to focus on customers and closing.
How does document automation improve sales performance?

By removing the manual, repetitive tasks that slow deals down. When reps aren’t spending their time building quotes, proposals, and contracts by hand, they can move faster and spend more of the day selling. The result is better deal velocity, higher sales team efficiency, and a more nimble, productive, and profitable sales organization overall.
Which documents should sales teams automate first?

This guide covers the 7 critical documents worth automating for the greatest business impact, the ones your team uses every day, like quotes, proposals, and contracts. The goal is to target the high-frequency, high-impact documents that most directly affect deal velocity and sales performance, so automation pays off quickly rather than being applied piecemeal.
How does document automation improve the customer experience?

Manual document creation is slow and error-prone, which shows up on the customer’s side as delays and inconsistencies. Automation delivers accurate, on-brand documents faster, so buyers get a smoother, more professional experience at every step. That speed and consistency build trust and keep deals moving.
How can Conga help with document automation?

This guide outlines the 7 documents you should automate for the greatest business impact and shows how Conga can help you do it, with actionable steps and key considerations for automating the documents your team relies on every day. The focus is practical: which documents to prioritize, what to weigh before automating them, and how to turn your sales organization into a more nimble, productive, and profitable engine.