My main use case for Conga Contract Lifecycle Management (CLM) involves a customer who has around 10 different record types. We work on getting the contract through the end-to-end contract lifecycle management on Conga, and we also do different kinds of automations. For example, we have a use case where they have a source system from which information is pushed into Conga using a middleware, and then contracts are created on Conga automatically and are automatically generated. After customer review, we can bulk send them to the customers for signature. I will take the example of one which I already shared. For a particular record type, such as MSA, the contracts that go out to the customer were around more than 1,000 per month, and it is very difficult for the customer to come into Conga and create those contracts manually. We created a process where we pick the contracts from the source system. We have created some custom APIs on our end to fetch that information from the source system. Based on the different APIs we have created, we have created the contracts on Conga and then generated them. Once the customer reviews those contracts, we have created some utilities using which we can send it out to the customer using Adobe Sign automatically. Because of these processes, the customer can send out thousands of contracts in one go instead of creating them and having a lot of people appointed to do this job. It is a one-person job now. Other examples include that we have done a legacy upload of around 10,000 contracts at a time. We have used Conga Contract Lifecycle Management (CLM) to send amendments out to the customer using Conga's processes. Within Conga, we have used wizards to give users a questionnaire where they can put information and then create contracts for them and generate. We have also done some auto-generation within Conga.
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Product Configuration and Quoting software allows businesses to handle complex product offerings efficiently. Using user-friendly interfaces, these solutions enable sales teams to configure products according to customer specifications. They generate accurate pricing instantly,...
My main use case for Conga Contract Lifecycle Management (CLM) involves a customer who has around 10 different record types. We work on getting the contract through the end-to-end contract lifecycle management on Conga, and we also do different kinds of automations. For example, we have a use case where they have a source system from which information is pushed into Conga using a middleware, and then contracts are created on Conga automatically and are automatically generated. After customer review, we can bulk send them to the customers for signature. I will take the example of one which I already shared. For a particular record type, such as MSA, the contracts that go out to the customer were around more than 1,000 per month, and it is very difficult for the customer to come into Conga and create those contracts manually. We created a process where we pick the contracts from the source system. We have created some custom APIs on our end to fetch that information from the source system. Based on the different APIs we have created, we have created the contracts on Conga and then generated them. Once the customer reviews those contracts, we have created some utilities using which we can send it out to the customer using Adobe Sign automatically. Because of these processes, the customer can send out thousands of contracts in one go instead of creating them and having a lot of people appointed to do this job. It is a one-person job now. Other examples include that we have done a legacy upload of around 10,000 contracts at a time. We have used Conga Contract Lifecycle Management (CLM) to send amendments out to the customer using Conga's processes. Within Conga, we have used wizards to give users a questionnaire where they can put information and then create contracts for them and generate. We have also done some auto-generation within Conga.