orchestrate

Automate with Orchestrate: Clauses, approval, doc gen

by Alexandra Stehman

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.

 

Alexandra is a CLM Solutions Architect here at Simplus. She has over five years’ experience implementing Salesforce solutions for clients across multiple different verticals. Her recent work includes growing Simplus’ CLM practice, including implementing SpringCM and Conga solutions, providing process and project leadership, overseeing implementations, leading and growing the Conga and SpringCM teams, managing the partner relationship with SpringCM and Conga, and assisting in pre-sales activities for SpringCM and Conga engagements.

[email protected]

Related Articles
roadmap to revenue
Learnings from ESI’s roadmap to revenue: Create, win, grow

Recently, Element Solutions Inc (ESI) shared with Salesforce and the manufacturing industry at large their roadmap to revenue with CRM.

contract
Seamless contract management with DocuSign and Simplus

Dyno Nobel reached out for contract management help. Simplus provided the implementation and consultant services for the DocuSign solution.

revenue cloud
3 ways the new Revenue Cloud accelerates business growth

Let’s learn about three ways Revenue Cloud brings more business to your business: connected buying experiences, new revenue streams, and Read more