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NEWS FROM OUR PARTNER THE EXCHANGE Conga FALL 2022 The Must-Haves Find the right document generation solution for you. While it may not seem like the most glamorous task, Data Merge generating documents efficiently is critical for any Unlimited It’s important that your document generation solution Look for a solution that can generate any type of can pull stored data from multiple sources such as Capabilities company. When working on a document, you need to Document document for any kind of need. It should save across various places within Salesforce and other external consider many variables, such as audience, deadlines, multiple formats such as .docx, .xlsx, .pptx, .pdf, and platforms. This ensures every document is complete, from Multiple content, and more. Depending on how complex Formats for HTML emails, and be able to create items and symbols accurate, and on brand every time. the document will be and where you’re pulling the such as tables, images, rich text, charts, dashboards, Input Systems information from, creating the document can be Unlimited custom fonts, watermarks, dynamic formulas, and time-consuming, especially if you’re pulling from global currencies. multiple sources. Delays have consequences. They Use Cases reflect poorly on your brand, lead to a less-than-ideal customer experience, and can negatively impact sales. Finding a solid document generation solution can be challenging, but knowing what to look out for will help make your search easier. Conga, a company with the goal of simplifying revenue lifecycle complexity for customers, recommends you look for four key features when searching for the right document generation solution for your needs. Your document generation solution should prioritize security. An ideal solution should be dedicated to the Secure Choose a tool that allows you to consolidate, schedule, best practices, security, privacy, and compliance of Automated and deliver documents automatically or on demand. HIPAA, GDPR, SOC 2, and be able to send documents Systems Rather than having to manually send off a document via SFTP. Maintaining compliance, protecting your Learn more Workflows after it’s been created, creating a workflow that data, and keeping up with regulatory obligations automatically creates, stores, and sends the document ensures that your company is protected. to the intended destination will save you time. about Conga on AppExchange. 7

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