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Conga quote generation

conga quote generation " "Historically I have spent hours creating quotes for clients. Once the data has been gathered, click Create Button from the Solution Manager page to unlock access to the Template Builder in this Solution. 6 steps to creating a solution with Conga Quote Generation. All of these documents can further be customized for specific audiences, using the formats of PowerPoint, HTML, Excel and PDF, and many more. Parameter Value: [Date/Time] Parameter Requirements: None. Conga’s Digital Document generation and transformation and Apttus Middle Office solutions are a natural combination. . This makes the document generation and signing processes a lot easier and 100% virtual. 1: Documents Generation 2: Distribution 3: Automation. Quote Terms is NOT available in Conga. | Conga is the global leader in Salesforce CRM Document Generation Software is a widely used technology, and many people are seeking simple, easy to use software solutions with cpq integration and api / integrations. 48 / 5 vs Dropbox which has 17180 reviews and a rating of 4. Conga | 23,410 followers on LinkedIn. "Quotient has a very nice look and feel. Call us for a Free FastStart Consultation: +1 512 213 0292 The evaluation of the 2020 Gartner Magic Quadrant for Configure, Price and Quote Application Suites preceded Conga's launch of TurboEngines for CPQ. " Value for Money: 4. 28 version into your Sandbox to test the new features and enhancements. Essentially any type of document that is based on Salesforce data is a good use case for Conga. Be it defining the desired output, customizing behaviors, inputting a distribution method; it lets you handle everything from a single place. Severity levels and SLAs are not triggered by user error or user education needs when attempting to use Tier 1 Functions. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. It was, in some ways, a very natural thing for [Salesforce] to say we’re going to build our document generation around our strongest partner. Conduct Commerce. Conga Document Generation Conga Composer, Conga’s most popular product, is heavily integrated with Salesforce. 28 version will be automatically pushed to production on 3 March 2021. It allows Salesforce CPQ customers to generate pixel-perfect quotes as part of their CPQ process. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. One can create a document template in Conga Composer (in HTML or Word format for example) and fill data in it from Standard or Salesforce objects hence facilitating automatic generation of as many documents as required with user specific information. While Conga’s help system is good for usage questions, Conga Quote Generation is run by Salesforce. We enable our customers to transform the processes and documents surrounding customer engagement, configure price quote (CPQ), contract lifecycle management (CLM), and the complete commercial operations lifecycle. Parameter Name:ContactId. An example is Generation of Proposals; Another example is generation of quotes; We have also used Conga to generate invoices; At times we have used Conga to generate formal documents for Govt purposes. But I Don't have any idea about Conga account and it's authorized? Please let me know the steps how to create the account or the steps for the same. The Conga Query Manager supercharges your ability to gather Salesforce data through Conga Composer and Conga Mail Merge. ####Create, track, and manage on-brand documents automatically. Conga is most renowned for its document creation and management capabilities, most notably Conga Composer, as well as electronic signature and data and process automation solutions. 6 steps to creating a solution with Conga Quote Generation. Parameter Value: [ID] Parameter Requirements: The Salesforce ID of a Contact record or a field that contains such an ID. Conga Composer is a document generation and reporting applications tool of Salesforce. 6 steps to creating a solution with Conga Quote Generation. AppExchange is the leading enterprise cloud marketplace with ready-to-install apps, solutions, and consultants that let you extend Salesforce into every industry and department, including sales, marketing, customer service, and more. " "Historically I have spent hours creating quotes for clients. Learn more about the Middle Office, the benefits you can get from QTC, and hear The go-forward company will operate under the Conga brand. ” It will only work on the quote object and there are a variety of limitations. Conga Document Generation has 55 reviews and a rating of 4. The Conga Sales Quote solution does not have a corresponding CN URL field on the Transaction, and because of this it is disabled (&EC Strengths noted in the report include Conga's analytics, document generation and ease of use among other strengths. There we announced two brand new Conga products: Conga Quote Generation and Conga Invoice Generation, both to be resold by Salesforce. Save your business the time wasted copying and pasting information from Salesforce into documents, as Conga Composer will automatically pull the information straight from Salesforce records, merge it into templates, and present your users with final documents almost instantly. . With Conga’s flexible solutions to simplify documents, automate contracts, and execute eSignatures you’re unstoppable. Not sure if QuoteWerks, or Conga Document Generation is the better choice for your needs? No problem! Check Capterra’s comparison, take a look at features, product details, pricing, and read verified user reviews. (PRWEB) May 26, 2020 Conga, the leader in digital transformation for commercial operations, announced a 141 percent ROI for its customer Extreme Networks, with payback in 9. 49 / 5. The new company combines two SaaS leaders with roughly $400 million in GAAP revenue spread across a unique product portfolio that includes Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), Document Generation, Process Automation and eSignature. Watch video. " Value for Money: 4. Step up your quote documents with Conga Quote Generation for Salesforce CPQ and CPQ+. First, let’s start with a quote. In this Service Schedule, the term “Service” refers only to the following services offered by Conga: Conga Quote Generation for Salesforce CPQ, Conga Quote Generation for Salesforce CPQ+, and Conga Invoice Generation for Salesforce Billing. Template Selection Parameters: It allows you to include up to 20 merge templates to use in your Conga Quote Generation solution. 5 min watch. PGi. 48 / 5 vs OneDrive which has 9513 reviews and a rating of 4. Apttus, the leader in quote-to-cash (QTC) solutions, and Conga, the leader in Digital Document Transformation today announced the two companies are joining forces to create the leader in digital Conga Document Generation has 56 reviews and a rating of 4. Conga endeavors to provide 5 star support to all of our customers. Conga will also team up with Salesforce and SI partner Simplus, a leading provider of CPQ implementations, to present Quote-to-Cash Central at the ThirstyBear. Conga Contracts is powered by Conga, a solutions company based in Colorado that has been helping businesses become more efficient by simplifying data, documents, contracts, and reporting. Conduct Commerce. Conga Quote Generation allows you to add queries to your solution for more advanced data collection. Joy Okorodudu asked a question. Conga. Conga CPQ helps empower sales teams to sell more effectively with less time. 9 CPQ and 216. Watch video. Combined, the company retaining the name Conga will have around $400 million in GAAP revenue across its different products which include: Configure-Price-Quote (CPQ) Contract Lifecycle Management (CLM) Document Generation Conga Composer is a Salesforce application used to create documents, reports, contracts, policy documents and presentations. Contracts is a key focus area for both organisations. For more information, see About Conga Quote Generation. Weve processed over 10M quotes and 5M contracts; have customers in all complex industries (like aerospace, financial, semiconductors); customers include GE Aviation, Citrix, and American Express We work with midsize to enterprise organizations in software & technology, media & communications, manufacturing, hospitality, logistics Conga Document Generation has 56 reviews and a rating of 4. Especially the quotes that get delivered to customers. ####Watch Demo today! "Quotient has a very nice look and feel. Traditionally, Salesforce sells only its own products. The Conga Quote Generation 1. Here are 3 steps to improving your quote process with Conga Quote Generation. SAN MATEO, Calif. Using Conga Quote Generation or Conga Composer, we can put our products into an MDQ template that will group our products by segment and also give a total for that segment. CM-3107. Joy Okorodudu asked a question. Find the perfect electronic signature and document management solution for your business. At CommerceCX, we bring extensive experience in integrating solutions from the All-New Conga. The joint Conga-DocuSign solution empowers customers to create and deliver proposals, quotes, contracts, work orders and other agreements for electronic signature directly from Salesforce. With the vast array of templates and uses, doc gen with Conga allows our sales to be personalized and simplified. 3 Steps to Improve Your Quote Process. 51 / 5 vs HubSpot Marketing Hub which has 4418 reviews and a rating of 4. , Oct. Essentially any type of document that is based on Salesforce data is a good use case for Conga. Using Conga Quote Generation or Conga Composer, we can put our products into an MDQ template that will group our products by segment and also give a total for that segment. Conga Composer Automation Certified my QTC Implementation for optimizing the pricing & contracting process Streamlining my CPQ Process for faster quote generation If you are using salesforce. Vidyard uses cookies to better understand how videos are viewed, and to improve your experience. Compatible with: Conga Quote Generation. Conga CPQ helps empower sales teams to sell more effectively with less time. Share, review and approve documents in real-time from anywhere. The Salesforce CPQ+ package comes with a Conga Quote Generator tool that can be used with CPQ Objects for generation - this integrates nicely with DocuSign and is a pretty common solution. Robust quote generation Take your pretty web-based document pages a step further with our CPQ features. The new company combines two SaaS leaders with roughly $400 million in GAAP revenue spread across a unique product portfolio that includes Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), Document Generation, Process Automation and eSignature. Parameter Description: CSExpiration specifies the expiration date and time for recipients of eSignature. Essentially any type of document that is based on Salesforce data is a good use case for Conga. 8 Billing Conga Quote Generation for Salesforce CPQ and Conga Quote Generation for Salesforce CPQ SLA responses and severity levels for customer support are triggered by unavailability of the service and listed Tier 1 Functions. . Companies want to build quotes, contracts, invoices, product sheets, and many other documents off the data they manage through Salesforce, in as SAN MATEO, Calif. 52 / 5. Compatible with: Conga Quote Generation. As a cloud-based tool, Vendavo CPQ Cloud gives users to access any product pricing information from an … Conga Composer is one of the most popular document generation solution available in Salesforce. Established in 2006, Conga Composer has helped many organizations worldwide utilize their data fully and has simplified the complex process of document generation like proposals, quotes, contracts, etc required in any sales cycle. Ultimate guide to managing a subscription business. The new company combines two SaaS leaders with roughly $400 million in GAAP revenue spread across a unique product portfolio that includes Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), Document Generation, Process Automation and eSignature. The go-forward company will operate under the Conga brand. com standard Quote functionality and Standard "Create PDF" button, then this cannot be changed by configuration. CPQ+ comes with a “diet” version of Composer that is called “Conga Quote Generation. Essentially any type of document that is based on Salesforce data is a good use case for Conga. Streamlining and scaling the process of document generation, Conga Composer creates and distributes personalized documents by pulling data from Salesforce for every interaction with zero effort. The new company combines two SaaS leaders with roughly $400 million in GAAP revenue spread across a unique product portfolio that includes To sum up, we were able to create functionality for the dynamic document generation and sending the document to the opportunity using Conga Composer. All of these documents can further be customized for specific audiences, using the formats of PowerPoint, HTML, Excel and PDF, and many more. Conga Composer is an all-in-one document generation solution for Salesforce. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Conga offers the most complete solution for commercial operations transformation. Conga quote generation is being co-branded with Salesforce and sold, along with invoice generation. (1) Conga’s Digital Document capabilities help organizations transform their commercial operations by simplifying and automating their approach to the essential quotes, contracts, and documents that drive commerce. Conduct Commerce. The go-forward company will operate under the Conga brand. Accelerating Document Generation with Conga Composer Solution Manager You can say that Conga Composer Solution Manager is a one-stop-shop for designing intuitive Solutions. Here are 3 steps to improving your quote process with Conga Quote Generation. Read the latest reviews and user opinions on products. To generate a quote: Click on the Generate Quote button at the top of the service agreement record. Conga Document Generation has 55 reviews and a rating of 4. Another example is generation of quotes We have also used Conga to generate invoices At times we have used Conga to generate formal documents for Govt purposes. Parameter Name: CSExpiration. Here are 3 steps to improving your quote process with Conga Quote Generation. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Step up your quote documents with Conga Quote Generation for Salesforce CPQ and CPQ+. New Features and Enhancements The following integrations and parameters are now supported with Conga Quote Generation 1. Announcement: NEW capabilities for Salesforce's Conga Quote Generation! We're excited to announce that the product Salesforce resells, "Conga Quote Generation," with Salesforce CPQ just got even better! Here's the data sheet (click), and here are the NEW capabilities: Output file size increased from 15MB to 40MB An overview of using Octiv to generate, edit, send, redline and sign web-based documents created from Salesforce CPQ Quotes. Essentially any type of document that is based on Salesforce data is a good use case for Conga. The partnership brings together the powerful document generation capabilities of Conga Composer with secure electronic signatures from DocuSign’s DTM platform. Meet the All-new Conga The new company combines two SaaS leaders with roughly $400 million in GAAP revenue spread across a unique product portfolio that includes Configure-Price-Quote (CPQ), Alternative to Conga for Salesforce Document Generation . 1 Service Overview The Conga Quote Generation can also retrieve items from Salesforce Content or Salesforce Documents to be included in the merge process. 51 / 5 vs Microsoft SharePoint which has 3039 reviews and a rating of 4. Strengths noted in the report include Conga’s analytics, document generation and ease of use among other strengths. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. About Conga CPQ. Conclusion Conga Composer is a 3rd party solution and one of the top- selling apps on Salesforce marketplace AppExchange. Conga Quote Generator can drive down your Sales cycles by automating dynamically branded, proposal package generation with variable document selection, and can streamline order form and contract creation, with easily integrated e-signature options. Configure smart, accurate deals faster. Conga is a well-known brand around the Salesforce ecosystem, having launched their document generation app nearly 15 years ago when the AppExchange was initially founded. As part of Conga’s suite, Conga CPQ facilitates the selling experience from the buyer’s awareness and intent to buy through the purchase action. Increase revenue generation, manage key We use Conga primarily for document generation. It handles simple to highly complex product & pricing configurations across all sales channels (field, telesales, partners, E-Commerce). Technical Requirements to use Conga Composer. Conclusion Conga Composer is a 3rd party solution and one of the top- selling apps on Salesforce marketplace AppExchange. View This Post. Conga CPQ then configures solutions, executes pricing models, and generates the optimal quote to win deals. Step up your quote documents with Conga Quote Generation for Salesforce CPQ and CPQ+. It is important to recognize that Conga does NOT directly support this tool. . Parameter Name: ESExpireInXDays The go-forward company will operate under the Conga brand. • Created technical documentation and UI copy for the launch of Conga AI Analyze. Conga Composer is a popular Salesforce integration. Pros: Document generation simplifies the processing while allowing for customization based on everything from single tickets to touring contracts. As a best practice when designing Composer Solutions, we recommend starting by gathering data through Report Data and Conga Queries. The ContactID parameter also sets Category: Conga Sign. Originally we had to manually click custom buttons in order to generate the Conga documents, however with Conga Workflow we were able to automate these processes completely. I found with Quotient it's easy to create a quote quickly and track when customers receive, read and sign these quotes. Conga Composer maybe a Salesforce App that automates manual document generation techniques to form your Salesforce users a lot of productive. By harnessing the flexibility of SOQL (Salesforce Object Query Language) SELECT statements, you can take your Conga Composer solutions to new heights. Conga Internal ID Description; CM-2833. We use Conga primarily for document generation. 6 months. Automatically pull pricing data from a custom product catalog and give your clients the freedom of choice with optional line items, discounts, and editable quantities. Conga is a suite of digital software tools designed to help users improve their configure price quote (CPQ) to contract lifecycle management (CLM) processes. The combination of industry pioneers to drive commercial excellence, automate core business processes and accelerate time to revenue. Install the latest Conga Quote Generation 1. An example is Generation of Proposals; Another example is generation of quotes; We have also used Conga to generate invoices; At times we have used Conga to generate formal documents for Govt purposes. September 29, 2020 at 11:56 AM Vendavo CPQ Cloud is a Configure Price Quote (CPQ) and proposal generation software that empowers sales professionals in manufacturing and distribution companies to simplify and fast-track complex pricing and quoting processes. If you have a Conga licence, you'll be able to use a template in Conga Composer to format your quote. As an admin you must log cases with Salesforce for any issues or questions. Together, the new Conga is I have installed conga composer and conga conductor in my developer org. (PRWEB) October 01, 2020 Conga, the leader in digital transformation for commercial operations, today announced that it has again been named a Leader by independent research and advisory firm Gartner in the 2020 Magic Quadrant for Configure, Price and Quote Application Suites for the fourth consecutive year*. 6 steps to creating a solution with Conga Quote Generation. 28 version: Conga Quote Generation allows you to quickly and easily generate custom quotes in Salesforce and deliver them to clients with a variety of options including activity logging and eSignature capability. One of the most defining moments in our history with Salesforce came during Dreamforce 2018. Essentially any type of document that is based on Salesforce data is a good use case for Conga. 45 / 5. Conga Composer is a Salesforce application used to create documents, reports, contracts, policy documents and presentations. Parameter Description: ContactID defines the related Contact drop-down menu in the Conga Quote Generation user interface. Conga, the leader in digital transformation of commercial operations, empowers businesses to modernize revenue generation and optimize commercial relationships, creating simplified workflows and streamlining processes for better, more efficient customer experiences. The go-forward company will operate under the Conga brand. November 12, 2019 To sum up, we were able to create functionality for the dynamic document generation and sending the document to the opportunity using Conga Composer. Conga automates the tedious processes of business and provides actionable insights, so our customers can focus on what matters. 01, 2020 /PRNewswire-PRWeb/ -- Conga, the leader in digital transformation for commercial operations, today announced that it has again been named a Leader by independent research and advisory firm Gartner in the 2020 Magic Quadrant for Configure, Price and Quote Application Suites for the fourth consecutive year*. Combined, the company retaining the name Conga will have around $400 million in GAAP revenue across its different products which include: Configure-Price-Quote (CPQ) Contract Lifecycle Management (CLM) Document Generation We use Conga primarily for document generation. Related Resources. (1) configure price quote (CPQ), contract lifecycle management (CLM), and Increase revenue generation, manage key relationships, and overcome complexity with a comprehensive solution set for business operations – the processes and documents surrounding customer engagement, Configure Price Quote (CPQ), Contract Lifecycle Management (CLM) and Revenue Management. 2 / 5 Conga, one of Salesforce’s biggest AppExchange partners, has merged with Quote-to-Cash leader Apttus, in what is rumoured to be a $715 million deal. 6 steps to creating a solution with Conga Quote Generation. Here are 3 steps to improving your quote process with Conga Quote Generation. Note: The batch process required for Conga Sales Quote is not supplied. September 29, 2020 at 11:56 AM 6 steps to creating a solution with Conga Quote Generation. More information is available here and you may opt-out of this by following the Opt-out instructions. By submitting a case, Conga may provide support from a region in which you are not located and with the assistance of carefully selected third parties. Apttus, the leader in quote-to-cash (QTC) solutions, and Conga, the leader in Digital Document Transformation announced the two companies are joining forces to create the leader in digital transformation for commercial operations. Businesses can simplify and automate their approach to the essential quotes, contracts, documents, and processes that drive revenue and improve customer experiences. 21 / 5. It’s been a few years in the making. Manage and track document engagement with custom alerts. . 2 / 5 The case study, published by Nucleus Research, found that Conga's Apttus CPQ solution reduced the time it took Extreme Networks to generate a quote from three days to 20 minutes while also SAN MATEO, Calif. An example is Generation of Proposals; Another example is generation of quotes; We have also used Conga to generate invoices; At times we have used Conga to generate formal documents for Govt purposes. It is known for its suite of solutions that addresses the needs of the entire business lifecycle by streamlining and automating tasks run from Salesforce with Apttus and Conga merger combines two SaaS leaders. We asked. First, let’s start with a quote. At Quote-to-Cash Central, Conga will The components required for automating Conga are created during the during the Solution Extraction process, including the CN Formula Fields. 3 Steps to Improve Your Quote Process. Another example is generation of quotes We have also used Conga to generate invoices At times we have used Conga to generate formal documents for Govt purposes. Other important factors to consider when researching alternatives to Conga Document Generation include documents and templates. Apttus CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo. This tool allows users to pull Salesforce data into contract templates for fast and easy creation. That’s where you come in. What is Conga Composer Reason for Integration Salesforce and Conga Composer. The new company combines two SaaS leaders with roughly $400 million in GAAP revenue spread across a unique product portfolio that includes Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), Document Generation, Process Automation and eSignature. Activity Logging Parameters: It allows you to set the options for the activity log. • Created technical documentation and UI copy for the launch of Conga Quote Generation for Salesforce. Conga Workflow was a game changer for us. Common definitions, such as non-disclosure agreement (NDA) and master service agreement (MSA) could be created automatically. Conga CPQ then configures solutions, executes pricing models, and generates the optimal quote to win deals. ####Watch demo to learn more. The case study, published by Nucleus Research, found that Conga’s Apttus CPQ solution reduced the time it took Extreme Networks to generate a quote from three days to 20 minutes while also Conga Composer creates rich and error free digital documents like quotes, invoices, contracts, proposals and more in Salesforce. The format as yyyy-MM-dd'T'HH:mm:ss'Z for example: &csexpiration=2018-01-22T20:00:01Z Conga Quote Generation for Salesforce CPQ & CPQ+ is new. and medium-sized businesses that need a basic document generation solution with a few extra bells and whistles, but don’t require the About Conga Query Manager. Another example is generation of quotes We have also used Conga to generate invoices At times we have used Conga to generate formal documents for Govt purposes. When you use TemplateId in a Conga Quote Generation lightning solution that contains a formula field and the formula results in multiple templates, the templates in the merge UI and in the merged document are now ordered as mentioned in the formula field result. Conga Document Generation vs Box In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. 5 min watch. Vidyard uses cookies to better understand how videos are viewed, and to improve your experience. Select the relevant service agreement template from the Template List. Apttus, a provider of quote-to-cash (QTC) solutions, and Conga, a provider of digital document transformation solutions, are joining forces a new company focused on digital transformation for commercial operations. As part of Conga’s suite, Conga CPQ facilitates the selling experience from the buyer’s awareness and intent to buy through the purchase action. 1:19 salesforce help; salesforce training; salesforce support Step up your quote documents with Conga Quote Generation for Salesforce CPQ and CPQ+. ” —Matt Schiltz Conga has a strong foundation for growth, with world-class products and a global reach that enables customers to digitally transform their businesses,” said Noel Goggin, CEO, Conga. For this example, we’ll group our products by year. Our Partners Conga The landscape is rapidly changing and your business needs to adapt–and fast. While Octiv does have its own es Sets the number of days before the email expires. Conga Quote Generation for Salesforce Billing is a Conga product that works exclusively with Salesforce CPQ. A library of pre-built queries available for use with the Conga Quote Generation is coming soon. Especially the quotes that get delivered to customers. How do I get in installed in my Trail Org which has 216. Ready to generate quotes at lightning speed? Here are 6 steps to creating a solution with Conga Quote Generation for Salesforce CPQ and CPQ+. For this example, we’ll group our products by year. Conga's VP of Product Marketing, Jackie Palmer walks through how one plus one equals three with Quote-to-Cash (QTC). Category: Adobe eSign Integration Parameter. I found with Quotient it's easy to create a quote quickly and track when customers receive, read and sign these quotes. 6 steps to creating a solution with Conga Quote Generation. Using tools like Conga Composer for document generation and editing, as well as tools like Conga Sign for electronic signatures or Conga CRM to assist with contract management, the company View This Post. SHARE. 5 min watch. A sales experience to build trust Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Conga helps businesses simplify and automate their approach to the essential quotes, contracts, and documents that drive global commerce. With Composer, and Conga Contracts for Salesforce including Orchestrate, Signavio was able to automate document and contract generation. Compatible with: Conga Quote Generation. You may have to go for custom programming of quote pdf generation or you may go for third party tools like Conga Merge that helps to create templates in word doc and creates pdfs based on these templates. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Conga Collaborate increases productivity and streamlines workflows with online document generation. Conga's end-to-end solutions help you transform revenue operations and navigate business complexity for better outcomes. This will launch Conga Composer in a window. Compare signNow vs Conga Sign by features, pricing and integrations. Conga’s Digital Document generation and transformation and Apttus Middle Office solutions are a natural combination. Document generation is an almost universal need for businesses and nonprofits leveraging the Salesforce platform as a CRM and beyond. Businesses run on documents and trust. conga quote generation