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Automate with Orchestrate: Clauses, approval, doc gen

Jul 18, 2019 | Admin, Latest News, Sales Cloud, Salesforce CPQ

Conga Orchestrate is a robust rules engine and flow manager with integrated Composer document generation. Declaratively define criteria that will automatically add the correct clauses to your document, based on record types and Salesforce fields, and declaratively define when this process runs to generate your documents automatically. 

 

Example process with Orchestrate

For example, utilize Product Family values, Product Names, or Product Types to include specific clauses conditionally. Use the state of the Customer’s address to automate the inclusion of state governing laws. Use specific options checked on an Opportunity or Quote to include special provisions, and automate those for approvals—all from within Orchestrate!

The process in Orchestrate is fairly simple.  Let’s take the simple process of creating an Order Form with T&C’s on an approved, accepted Quote as an example…

 


 

Want to keep reading? Check out the complete ebook—Conga: Your Comprehensive CLM Solution.

 

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