Hi There, I am a Senior Salesforce Admin, Consultant, and Developer with 7+ years of experience in Salesforce. I am a highly trained Salesforce certified with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization.
I will surely help you in this regard. I have done many projects with a conga. Using conga I can easily create and deliver sophisticated documents, presentations, and reports from Salesforce.
Using Conga Composer for Salesforce, I can do all kinds of fun stuff such as the following:
-Requirements gathering to align marketing, legal, and business users
-Creation of dynamic document templates with data from standard and custom objects
-Standardization of document generation processes
-Alignment of template and document permissions
-Conditional content and dynamic data grouping within templates
-Batched and scheduled or event-driven document generation
I can develop it further according to your requirements. I can add an invoicing solution and set up automatic email sending and specific documents.
I believe communication is key to any successful project, and I’d like to start things off on the right foot but suggesting we schedule a phone call to discuss the project further.
Warm Regards,
Piyush Singhal