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Document generation use cases: proposals and invoicing & billing 

Generate complete, accurate documents to fulfill any use case

Why Conga is different 

The data collected and stored (even if over a variety of different CRMs) during the document generation process, can be easily pulled into the Conga Revenue Lifecycle Cloud and used for any future need within the revenue lifecycle. 

Conga Revenue Lifecycle Wheel - Simple

Proposals 

    • Document creation  

      Sales frequently creates quotes and proposals for their prospects. They need to be able to quickly compose on-brand and accurate documents that will wow their prospects and differentiate themselves from competitors. 

    Man writing in notebook
    • Sales

      Sales teams want to reduce manual data entry into proposals and the ability to populate data from any source. They want to accelerate deal cycles and automate sales activities at every step—from request to renewal—to increase sales productivity and improve the overall user buying experience. 

    • Sales operations

      Sales operations teams are looking to optimize outdated processes, streamline sales operations, and increase efficiencies within all sales departments and customer-facing teams. They want to ensure that the right data, such as pricing and line items, are accurate and maximized for margin success. 

    Coworkers collaborating
    • Elimination of errors

      Populate documents with data from any source to ensure completeness and accuracy and eliminate copying and pasting data into documents, which saves time to focus on revenue-generating activities. 

    • Brand consistency 

      Populate customized templates with a consistent look and feel so all communications and documents contain correct branding and messaging. Also, embed document generation on websites, applications, portals, and platforms to elevate the customer’s experience and maintain brand consistency. 

    Woman smiling looking at laptop

Healthcare forms and contracts 

    • Healthcare form creation 

      The healthcare industry requires a lot of paperwork to send, share, and request consent from clients and patients. These documents need to be created quickly, efficiently, and populated with accurate information. 

    Lab technicians using Conga products on laptop
    • Sales

      Sales teams want to reduce manual data entry for healthcare documents and populate data from any source. They want to accelerate deal cycles, and automate processes to increase sales productivity and improve the overall patient experience. 

    • Sales operations 
       

      Sales operations teams are looking to optimize outdated processes and increase efficiencies within all sales departments and customer-facing teams across the organization. They want to ensure that the right data, such as pricing and line items, are accurate and maximized for success. 

    Woman holding a tablet
    • Elimination of errors

      Populate documents with data from any source to ensure completeness and accuracy and eliminate copying and pasting data into documents to save time and focus on revenue-generating activities. 

    • Reduced turnaround time 

      Streamline processes with an embedded document generation step into your existing internal and external workflows and save to a single source where the most up-to-date documents can be accessed. 

      Automatically generate healthcare documents to ensure more time is focused on patients, not paperwork. 

    Woman closing a deal with sales proposal

Invoicing and billing 

    • Invoices

      After customers or patients provides their agreement, an invoice must be sent to collect payment on the service or product. Manual invoicing can allow for human error creating a poor customer experience and risk of inaccurate invoicing and revenue leakage. 

    Two people in suits looking at tablet
    • Sales operations  

      Sales operations teams are looking to optimize outdated processes, and ensure the right data is getting to the right people at the right time. With invoices and bills, they need to make the documents quickly and accurately so they can help their business realize revenue as soon as possible. 

    • Finance

      When inputting data into a bill or invoice, finance departments want to make sure that the data is accurate. After all, an incorrect bill or invoice could lead to revenue leakage or lost revenue altogether.  

    Man and woman looking at tablet
    • Elimination of errors 

      Populate documents with data from any source to ensure completeness, accuracy, and eliminate copying and pasting data into documents to save time and focus on revenue-generating activities. 

    • Brand consistency 

      Populate customized templates with a common look and feel so all communications and documents contain correct branding and messaging. Embed document generation on websites, applications, portals, and platforms across your business' ecosystem to elevate the customer experience and maintain brand consistency. 

    Customer using Conga CPQ with Salesforce

Hear from our customers

accesso logo

Conga Composer has cut quote change turnarounds by about one week.

Allianz

"It was a quick setup and really helped us transform our business."

Easy Legal Finance Group of Companies logo

Now our team dedicates less time to repetitive administrative tasks and more time where it counts.

Give Conga Composer a try

Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from any source. 

Get a free demo