Conga
161 Case Studies
A Conga Case Study
Renovia, an Indianapolis-based nationwide commercial painting and maintenance provider serving retail, healthcare, hospitality, multifamily and education facilities, relied on manual Word documents despite housing customer data in Salesforce. That gap created inefficiencies: sales spent excessive time building proposals and production managers struggled to merge Salesforce data into accurate work orders, so Renovia needed a digital document solution to standardize and speed document creation.
Renovia implemented Conga Collaborate, integrated with Salesforce and Box to preserve photo documentation and add engagement tracking, enabling dynamic, data-driven proposals that automatically generate work orders and invoices. The change cut proposal creation time by 50%, eliminated Word-related errors, produced 428 documents in 60 days, and freed sales and production teams to focus more on customer-facing work.
Jason Lakes
Vice President of Sales and Marketing