18 Jul 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…
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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.