Conga
163 Case Studies
A Conga Case Study
TouchSource, a Lafayette-based digital signage company, was struggling with slow, manual quote creation and account review processes that pulled sales reps away from revenue-generating work. Without flexible customization or an e-signature tool, proposals took too long to prepare and deal cycles were delayed.
Conga implemented Conga Composer and Conga Sign to automate quote generation, personalize documents with accurate customer data, and enable instant digital signatures synced back to Salesforce. As a result, TouchSource cut quote creation time by 100%, reduced new template build time by 80%, and saved about a month of admin time annually on account reviews.
Anna Gofshteyn
Salesforce Administrator