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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 Generation
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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Videos
CLM
Streamline contract management with Contracts for Salesforce
Managing your organization’s deals and contracts is hard work—not to mention all the associated data. With Conga Contracts for Salesforce and Conga Grid, you can accomplish more in less time, with fewer clicks, all on a single screen.
08/17/2021
2 min watch
Videos
eSignature
Capture and store critical document info with Conga Sign
Streamline the document execution process, eliminate manual data entry, and keep your Salesforce data clean with the Write Back feature in Conga Sign. This tool lets you add custom fields to your documents, capture information from signers, then store that info in the appropriate Salesforce fields. Check out the video to learn more.
08/17/2021
1 min watch
Videos
eSignature
Conga Sign: Draw Your Signature
Wouldn’t it be great if your electronic signature actually looked like a real signature? With Conga Sign, it can! Using the Sign on Glass feature, you can easily draw your customized electronic signature and initials, then save them for use in executing your documents. See how it works in this video.
08/17/2021
1 min watch
Videos
eSignature
Conga Sign: Custom Tags
When you’re working to close an opportunity, there’s no time to waste. Tracking down the information you need to execute documents can be inefficient—especially if it requires multiple communications with your signers.
08/03/2021
1 min watch
Videos
CLM
Overview: Conga Contracts for Salesforce
Contract negotiation doesn’t have to be painful. Automating the tedious tasks associated with end-to-end contract management lets you focus on the important work of building relationships and driving your business forward.
08/17/2021
2 min watch
Videos
CLM
Leverage your existing docs within Conga Contracts
Switching between multiple systems isn’t an option when you’re in the middle of contract negotiations. With Conga Contracts plugin for Microsoft Word, you can easily drag and drop approved clauses and other language from existing Word docs into your contracts, paving the way to quicker approvals. See how it works in this video.
08/17/2021
1 min watch
Videos
CLM
Eliminate physical contract docs with Conga Contracts
Working with traditional printed contract documents is inefficient, unreliable, and risky. The Conga Contracts Document Repository lets you replace old-fashioned filing cabinets with a single database, so it’s easy to find any document instantly and identify outdated language using robust search capabilities. Learn more in this quick demo video.
08/17/2021
1 min watch
Videos
CLM
Overview: Conga Contracts Business Intelligence Toolbox
The Conga Contracts Business Intelligence (BI) Toolbox helps surface meaningful insights from the data within your Contracts system, by generating reports that can be shared with other Contracts users or scheduled for distribution.
08/17/2021
1 min watch
Videos
CLM
The basics of Conga Contracts for Salesforce
In this hands-on Conga Learning Center training exercise, you’ll be guided through the basic functionality of Conga Contracts for Salesforce: generating contract documents, creating and approving change requests, and signing and finalizing agreements. This beginner-level session will take approximately 15-25 minutes to complete.
08/17/2021
9 min watch
Videos
CLM
3 ways to streamline your CLM processes
Modern contract lifecycle management is all about improving the way things get done and eliminating inefficient, risky practices. With Conga Contracts for Salesforce, you can streamline contract creation, minimize the potential for errors, fast-track negotiations, and manage contract data in a single screen.
08/17/2021
2 min watch
Videos
Document Generation
3 steps to transform your document generation process
If you’re still creating quotes and proposals by manually copying data from Salesforce, it’s time to transform your document generation process. Conga Composer’s Document Automation Wizard, templating tools, and automation functionality make it easy to generate and deliver sales documents with the click of a button.
08/17/2021
2 min watch
Videos
Document Generation
3 steps to improve your quote process
Conga Quote Generation can help you streamline the quote process in Salesforce CPQ and CPQ+. Watch the video to learn how our Document Automation Wizard, templating tools, and lightning app builder let you generate robust, accurate, and engaging quote documents with ease.
08/17/2021
2 min watch