Conga
161 Case Studies
A Conga Case Study
Natterbox, a UK-based Salesforce ISV that simplifies customer phone routing, faced a fragmented document workflow: proposals and complex, detail-rich sales orders were created across multiple systems and sent through a separate eSignature tool, creating inefficiency and extra work for the sales team.
By adopting Conga Composer and Conga Sign, Natterbox consolidated document creation and eSignature into a single, Salesforce-driven process—templates are populated and sent for signature invisibly to the customer. The tools were deployed in under two weeks with minimal training, delivering cost savings, faster document turnaround, consistent modern-looking outputs, and the ability to produce complex documents with ease.
Adrian Evans
Chief Operating Officer