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Checklist: 7 essential documents to automate

20 min read

Document automation is the key to transforming your sales organization into a more nimble, productive, and profitable engine.

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

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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.