Case Study: Oodle Car Finance achieves instant document generation and streamlined loan processing with Conga Composer

With Conga, Oodle Car Finance automates and speeds up car loans

Oodle Car Finance, launched in 2016, delivers a personalised end-to-end car buying experience but faced rapidly growing volumes of data and paperwork that were tying up its product and finance teams. While already on Salesforce, the business needed a bespoke, scalable way to automate document generation and reduce manual work to maintain fast, accurate communication with customers and dealers.

By adopting Conga Composer fully integrated with Salesforce, Oodle created bespoke templates and automation rules so documents are produced instantly—either on demand or automatically when Salesforce fields update. The result: faster turnaround, fewer errors, and major time savings across customer service, complaints and loan processing teams; the company now generates around 100,000 documents per month (over one million to date), streamlining the loan process and improving the end-to-end customer experience.

Oodle Car Finance

James Nash

Product Owner