Conga Document Generation & eSignature for Salesforce
Create documents from your Salesforce data, reduce manual editing and make signing easier.
From Salesforce data to documents ready to send
Creating a quote, proposal or contract shouldn’t mean copying information between systems, adjusting the formatting and chasing the latest template.
Conga Composer brings Salesforce data into your document templates, helping your team produce consistent documents with less manual work. Conga Sign supports the next step, allowing documents to be sent for electronic signature.
Xenogenix helps you connect these tools to the way your business works. From choosing the right data and building templates to configuring the document and signing process, we focus on making the result practical for the people using it.
Already using Conga? We can also help review existing templates and configuration when documents need too much editing, information is missing or the process has become difficult to maintain.
What Conga Composer & Sign can do for you…
Generate documents from Salesforce
Create proposals, quotes, contracts and other business documents using Salesforce records. Reduce the time your team spends assembling the same information by hand.
Reduce copying and rekeying
Populate templates with the relevant Salesforce data to reduce transcription errors. Clear data requirements help users understand what needs completing before a document is generated.
Keep Templates Consistent
Give your team approved templates with consistent branding, formatting and wording. Make it easier to produce professional documents without starting from an old file.
Simplify document delivery
Configure how generated documents are saved and sent, so users have a clear process to follow and colleagues can find the documents they need.
Bring electronic signatures into the process
Use Conga Sign to send documents for electronic signature, with signing steps configured around the people involved in your agreements.
Improve the setup you already have
Review templates, data mappings and document workflows as your requirements change. Address recurring problems and make the configuration easier to maintain.
Find out more about Conga
Find Out More
Looking to generate documents from Salesforce, introduce electronic signatures or resolve problems with your existing Conga setup? Tell us which documents you create, how the process works today and where your team gets held up. We’ll help you explore the next steps. Complete the form or call us on 08456 525 625.