Case Study: UnitedLex increases contracting speed 98% with Conga
Key results
The challenge
UnitedLex identified an opportunity to markedly improve its pricing and contracting processes, including creating quotes and proposals for customers on an expedient basis. It needed to consistently produce and deliver contracts, streamline data collection in one system to make contract generation quick and easy, and increase visibility into its contracting cycle.
The solution
UnitedLex implemented Conga Composer to automate document generation, routing, and approvals, integrated with Salesforce and CPQ so standardized templates merge data with a single click. It added DocuSign e-signature within Salesforce for a seamless quote-to-contract flow and worked with a Salesforce consulting partner to configure its pricing templates.
“Salesforce, CPQ, and Conga streamlined our quote-to-contract processes. We've increased speed, accuracy, and opportunity conversion while reducing risk.”
TDTaylor DavisSenior Product Manager, Sales Operations, UnitedLex
The results, in context
By combining electronic signatures and custom workflows, UnitedLex significantly increased the speed of its quote and contract processes by 98%. The company also reported increased revenue from auto-bundled sales packages and improved SLA compliance resulting in fewer penalties.