Solve It Story - Conga Composer

SOLVE IT STORIES SOLVE IT STORIES How Conga helped UnitedLex increase its contracting speed by 98% THE CHALLENGE UnitedLex is a data and professional services company delivering outcomes that create value for high-performing law firms and corporate legal departments in the areas of digital litigation, intellectual property, contracts, compliance, and legal operations. UnitedLex identified an opportunity to markedly improve its pricing and contracting processes, including creating quotes and proposals for eager customers on an expedient basis. To optimize its contracting processes, UnitedLex implemented Conga Composer to automate document activity, including document generation, routing, and approvals. The solution’s seamless integration with Salesforce also enables the custom configuration of templates for quotes and contracting that automatically merges data from Salesforce with a single click, eliminating human error and costly delays, boosting accuracy, and creating brand consistency. Creating documents within Salesforce reduces complexity and time spent on manual Salesforce, CPQ, and Conga tasks to increase both operational efficiency and revenue certainty. streamlined our quote-to- As a result of combining electronic signatures and custom contract processes. We’ve workflows, the client significantly increased the speed of its quote increased speed, accuracy, and contract processes by 98%. and opportunity conversion while reducing risk. THE OPPORTUNITY TAYLOR DAVIS Businesses often need ways to streamline their contracting Senior Product Manager processes to support revenue growth. Sales Operations HOW DO THEY ... • Consistently produce and deliver contracts to customers? • Streamline data collection in one system making contract generation quick and easy? • Increase visibility into business and contracting cycle? In the case of UnitedLex, it needed a solution that would make its contracting process more streamlined and time efficient to support its sales reps. It was able to do this with the help of Conga.