Case Study: UnitedLex achieves a 98% increase in contracting speed with Conga

UnitedLex uses Conga Composer to streamline contracting process and support sales

UnitedLex, a data and professional services company, needed to streamline its contracting and quote-to-contract process to better support sales, reduce manual work, and improve accuracy. It turned to Conga, using Conga Composer alongside Salesforce-based CPQ and e-signature workflows to speed up document generation and contract handling.

Conga helped UnitedLex standardize templates, automatically merge Salesforce data, and automate document creation, routing, approvals, and signatures. As a result, UnitedLex increased its contract processing speed by 98%, improved sales efficiency and accuracy, boosted revenue through auto-bundled sales packages, and improved SLA compliance with fewer penalties.

UnitedLex

Taylor Davis

Senior Product Manager Sales Operations