Creating documents can be a real pain and can slow down your productivity at work. With Conga, you can use your existing Salesforce platform to create documents quickly and efficiently giving you more time to focus on the important aspects of your job. While streamlining your process, Conga can merge your up-to-date information from Salesforce into the document seamlessly. Conga allows you to create documents within Salesforce with one or even no clicks and send it directly to your contacts via email and save the most up-to-date version. Along with document generation, Conga also provides a secure eSignature solution that is available on any device so that you can save even more time. With Conga Sign, you can track the status of signature activity so that you can stay on top of everything.
At Cloud on Tap, we use Conga for a multitude of reasons. We have many different templates that we may send depending on the services we are providing. Conga allows us to quickly change which template we would like to utilize. Additionally, we love the safety and security that comes with Conga Sign since the documents we are sending may contain confidential information. The combination of Conga Composer and Conga Sign helps us spend less time building documents and spend more time communicating with customers and providing our great service. Get in touch with Cloud on Tap to help you work more efficiently. Simplify document creation with Conga today!