Conga Composer/Conga Sign & Salesforce Integration

Does your organization struggle with having to copy information out of Salesforce to create documents such as proposals, invoices, quotes and client documents? Is your team avoiding doing these tasks because they take too long? Struggling to get the documents you need because they are too time and resource-intensive? If so, explore how KeyNode Solutions, a certified Salesforce Integration firm, can connect Conga Composer and Conga Sign with Salesforce to save your organization an incredible amount of time while delivering documents that you and your clients find beneficial and easy to use.

What is Conga Composer?

Conga Composer is a fantastic add-on application for Salesforce that allows you and your team to create customized, perfect documents with the simple click of a button. Once your Composer document templates are created, Composer will help you and your team receive the correct information allowing your company to look its best while also saving time and eliminating errors. Gone are the days of manually copying data from Salesforce into text documents, csv files, emails, etc.

Once integrated with Salesforce, Conga Composer will automate these types of tasks. It is so great that we even use it at KeyNode Solutions, a certified Salesforce Consultant firm in San Diego!

What is Conga Sign?

How many times have you been curious where the signed invoice from a customer is due back? Ever hear that it is in the mail? Curious if the invoice got lost in the mail? With Conga Sign, those concerns are in the past. When integrated, Conga Sign and Salesforce allow you to digitally send contracts and invoices straight from Salesforce to clients and quickly capture the legally-binding, secure electronic signature you need all while reducing risk and creating an efficient, easy experience for your clients. Once again, it is so transformative, that we use it at KeyNode Solutions!

What Else Can Conga Composer and Sign Do For Your Company?

• Generated and signed documents get automatically stored in Salesforce under corresponding records (one source for everything!)
• Ask client for information during e-signature and provided information will be written back to Salesforce (e.g. credit card information)
• View the e-signature audit trail directly in Salesforce
• A business automation can be created based on information from signed contract
• You can apply conditional logic for document generation (i.e. show specific T&C)
• Generate branded, shiny proposals with graphic and images
• You can combine licenses for Composer and Sign, making it the most affordable e-signature solution with Unlimited Documents (subject to approval by Conga)

Why Choose KeyNode Solutions for Your Conga Composer/Sign & Salesforce Integration?

As Salesforce Partner Navigator – Level II Specialists in Developer & Integration Services, we have helped numerous clients successfully integrate Conga Composer and Conga Sign with Salesforce. Our extensive experience (and own implementation with these products) has proven these integrations help eliminate errors since data is pulled directly from Salesforce, increased productivity as there is no need to manually create quotes, invoices, etc. and dramatically decreased the amount of time it takes to receive signed invoices back from clients.

We will integrally work with your team to create a customized, efficient, functional solution to help your company increase productivity and revenue. To learn more how KeyNode Solutions can assist you, call us at (858) 215-5371 or visit our Contact Page. We look forward to working together!